Creating Linked Records

You can create linked records directly from the document record or create them independently, and link them to a document record.

Creating Single Linked Records

To create single linked records:

  1. Click the main grid of a document object that has been configured for linked records.
  2. Right-click a record and click Records > Create Linked Records.

    The application creates a new linked record in the linked record object.

    The linked record number appears in the Linked Records column. This is an object type field and allows you to double-click the value to access the linked record’s property card. When you view the linked record object, the Primary Reference column displays the primary reference as an object type field.

Creating Linked Records from the Wizard

To create linked records from the wizard:

  1. Click the main grid of a document object that has been configured for linked records.
  2. Right-click a record and click Records > Create Linked Records with Wizard.

    The Create Linked Record wizard appears and provides additional options for creating linked records.

    The linked record number appears in the Linked Records column. This is an object type field. You can double-click the value to access the linked record’s property card. When you view the linked record object, the Primary Reference column displays the primary reference as an object type field.

    The Create Link Records page displays the selected document object record and any children from the selected BOM variant.

  3. Optional: Select a row on the left side of the page to display the field values to use for the linked record on the right side.
    If a linked record already exists for a document object, its part number appears in the Linked Records column.
  4. Make all required selections, and enter the inputs.
  5. Click Create Linked Record(s).

    The linked records are created. Closing the wizard does not delete the records.

    The status of each linked record appears in the Status column. For the successfully created records, the status is Done. For any failures, the status is Failed.

Creating BOM Structures of Linked Records

The Create BOM structures of Linked Records page lets you create a BOM that consists of the newly created linked records.

To create BOM structures of linked records:

  1. On the left side of the page, select a record.
  2. Click Create BOMs.
  3. Optional: To see the records in the BOM variant on the right side of the page, reselect the record on the left side.
  4. Optional: To edit the BOM variants of the linked record, click Edit.
    The editing tools appear in the context menu.

Creating Linked Records Through a Process Output

This method creates the linked record for document objects attached to the process and uses the automated creation method. If an attached document record does not have a linked record object configured, no record is created but the process continues.