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:

1. View Child Collection Records From a Parent Collection. The Relationships tab displays records from the child Collection.
2. Click on the +Record button. The Add or Edit screen of the child Collection displays. The data key common between parent and child Collection is pre-filled to facilitate adding a new record.
3. Enter information for the new record as indicated in the Screen.

4. Click Save.

Related Topics

pageWhat is a Collection?pageManage CollectionspageManage Records in a CollectionpageWhat is a Collection Relationship?pageView Child Collection Records from a Parent CollectionpageEdit a Child Collection RecordpageDelete a Child Collection RecordpageEdit Screens for a CollectionpageCollection Best PracticespageCollections Package