Related Records page

To display the Related Records page, right-click a record, click Properties and select it.

The Related Records page displays most types of records that have been related to the selected record.

NOTE: Relationships excluded from the Related Records page include:

  • Series Record For
  • Derivations
  • Contains SharePoint List or Site

Here, you can add or remove record relationships.

  • To add a new record relationship, right-click and select New Related Record.

    The New Related Record dialogue box appears.

    See Relating records.

  • To view the relationship properties of a related record, right-click and select Properties.

    The Related Record dialogue box appears.

Show Alternate Contents - If the record has alternatively contained records, the "Show Alternate Contents" button is displayed. When clicked, up to a maximum of 256 records will display. Related record operations can be performed on these relationships, including tagging and removing these items from their alternate container.

See also Viewing, editing or deleting a relationship.