Primary References

Using the create record first method, you can create the linked record and attach a primary file as a reference later.

This method lets you build a product structure using a top-down approach and does not require files. Some records may never have a primary reference.

Adding a Document Record as a Primary Reference

You can add a document record as a primary reference to an existing record using the standard process.

To add a document record as a primary reference:

  1. Right-click a record and click Add Reference.
  2. Right-click the reference and click Set/Remove as Primary Reference to set or remove a document record as the primary reference.
    Primary references appear in bold and the Primary column displays Yes.