When a record has relationships configured, you can add related records to the record. Search for and open the record in a Business Entity view. Search for the record that you want to add as a related record and add the record in the Related Records panel.
The Related Records panel must be present in the Business Entity view.
panel of the
workspace, select the record to which you want to add the related records.
Open the record.
panel displays the records that are directly related to the record you open. There might be more than one Related Records panel.
Add a Related Record
Select the relationship type.
box, type the complete search string or the search string with the asterisk wildcard character (*) for the record that you want to find.
panel, select a value for the filter criteria that you require.
The revised search results appear in the
panel based on the filters you set.
Select the record that you want to add as related record and click
If the relationship has additional attributes, specify the additional attributes.
For example, for a PersonOwnsAutomobile relationship, you might have to specify the mileage and price.
The record is added as related record and appear in the