Create a Child Collection Record
Add record(s) in a child Collection from a parent Collection.
Create a Record in a Child Collection
Records in a child Collection can be added, edited, or deleted from a parent Collection.
Package Required
The Collections package must be installed.
Permissions Required
Your user account or group membership must have the "Collections: View Collections" permission for both parent and child Collections to view the list of Collections unless your user account has the Make this user a Super Admin setting selected. See the Collections permissions or ask your Administrator for assistance.
Furthermore, your user account or group membership must have the following record permissions from a Collection's configuration that control how records in that Collection are accessed:
View
Create
See Configure a Collection or ask the manager of that Collection for assistance.
Follow these guidelines to add child Collection records from a parent Collection:
Enter information for the new record as indicated in the Screen.
Click Save.
