Linking records to create parent/child hierarchies

You can use fields to link records of the same type or of different types. You can link records to create a parent-child hierarchy.

Procedure

To link records to create a parent-child hierarchy:
  1. Start the Designer.
  2. Add a REFERENCE_LIST or REFERENCE type field to the parent record.
  3. Right-click the field and click Show Properties.
  4. On the properties page, enter a name for a Back Reference field.
    A Back Reference field is a read-only field through which you can view the link from the perspective of the child record, which makes it easier to traverse parent-child relationships. This field is added to the field list of the child record.
  5. Add the new fields to the record forms. Use a parent-child control with a REFERENCE_LIST field type. For more information, see Working with form controls.