Content Manager 25.1 Content Manager

# Relating series records

1. To attach a record to a series, right-click it and select Details - Relate.

   The Relate To Series dialogue box appears.

2. Type in or KwikSelect for the series record number you want to attach to
3. Click OK

NOTE: You must have Contribute Contents permission for the series to be able to create this relationship.

NOTE:

- This command is only available if the option Records should be placed within a Series is selected on the Record Type Properties - General page.
- Optional Series Record field on New Record forms.

  You can set Series Relationship to blank - either when you create the record or by modifying it after having created it - even if it is a mandatory field on the New Record form.

  Alternatively, drag a series record onto an in-series record.

  The dragged record becomes the series of the target record.

  If you drag the in-series record onto a series record, the option Series is unavailable.

  If you want to use drag and drop with the right-click menu, you need to drag the series record on to the in-series record in order to have the command available and for the process to work correctly.

See Record Type General page for details about setting up series records.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Relating series records