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. Enter information for the new record as indicated in the Screen.

  2. Click Save.

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

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