How to: Create New [Entity] Data as a Relationship Link
This allows you to link from a relationship element in a record for one entity to newly created data for another entity:
- In the Text box for a relationship element
- Right-click or <F5> to bring up a menu of options
- Choose an appropriate 'Create new' option
- Choose an appropriate template
- Click <OK>
- Enter data as needed
- Save the new record
- RIMMF:
- adds a link in the starter record to the new related record
- automatically adds a back-link in that related record
- displays the AAP and the RID for the related entities in each record
- You can double-click on the AAP+RID to see the original record and the back-link to the new record
- Add additional links to data for other related entities, in the new record, as needed