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howto:createnewexpdata [2014/12/09 16:35] (current)
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 +====== 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
 +
 +{{:r3snaps:howtocreatenewdata.png?400|}}
 +
 +    * 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
 +
 +    * [[howto:addlinktorelatedentity|Add additional links]] to data for other related entities, in the new record, as needed
howto/createnewexpdata.txt ยท Last modified: 2014/12/09 16:35 (external edit)
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