To establish relationships between business entities, your user role must have the edit permission for these business entities.
1To add a related record to an existing record, search and open the record. Expand the Related Records section, and click Add Related Records.
The Add Related Record dialog box appears.
2Select a relationship type that you want to establish between the records, and click Next.
3In the Search box, type the complete search string or the search string with the asterisk (*) or question mark (?) wildcard characters for the record that you want to find, and press the Enter key.
4In the Filters panel, select the values for the filter criteria that you require.
The revised search results appear in the Search Results panel based on the filters you set.
5Select the record that you want to add as related record, and click Add.
The record is added and appears in the Related Records section. Based on the relationship selected, attributes might appear.
6To add a new record as a related record, perform step 1.
7Enter values or update the default values if the related record includes attributes.
8Click Submit.
Based on the user privileges, the record is either submitted for approval or updated successfully.
If the record receives dynamic fields from a related record, edit the record to enter values in the dynamic fields.