Link to Existing Item: Difference between revisions

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<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li>
<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li>
<li>Click the '''OK''' button.</li>
<li>Click the '''OK''' button.</li>
:The Pick <''Item''> window displays.
:The [[Use the Pick Linking Item Window|Pick Item window]] displays.
<li>Click the row for the item record that you would like to reconcile.</li>
<li>Click the row for the item record that you would like to reconcile.</li>
<li>Click the '''Assign''' button.</li>  
<li>Click the '''Assign''' button.</li>  

Revision as of 10:01, 5 February 2014

This section provides instructions for linking item records of different types.

How To

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To link an item record to another item record without using the map:

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
  2. Click the button.
  3. Select the Link to Existing Item option.
  4. Click the OK button.
    5. The Pick Object Type window displays.
  5. Select the type of the existing item record from the Type of Object to Link to drop-down menu.
  6. Click the OK button.
    7. The Pick Item window displays.
  7. Click the row for the item record that you would like to reconcile.
  8. Click the Assign button.
    9. The Link Items window displays.
  9. If desired, click the button to view the item record on the map.
  10. Select the Link Existing Item with Data Entry Form Item option to associate item records.
  1. Click the OK button.

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