User Guide

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Adding a Record to the Canvas

To create a relationship to a record that is not on the canvas, search for the record and add it to the canvas.

On the toolbar, click

Add to Canvas

If you navigate to the Hierarchy view from a record tab, the Smart Search dialog box opens. If you navigate to the Hierarchy view from the legacy Data tab, the Search dialog box opens.

If the

Smart Search

dialog box opens, perform the following steps:

Optionally, select the type of business entity.

Type the search term.

Click

If the search process finds matches, the matching records appear in the search results.

Optionally, use the filters to narrow the search results.

If the record appears in the search results, select the record and click

Select

The record appears on the canvas.

If the legacy

dialog box opens, perform the following steps:

Enter the search criteria.

Click

Run Search

If the record appears in the search results, select the record and click

Add to Canvas

The record appears on the canvas.

Next steps.

Create a relationship between the added record and other records.

Changing Records and Relationships

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User Guide

User Guide

Adding a Record to the Canvas