Custom Parent/Child records

I created a custom record called Receival Log.  I want to be able to have one or many child records to track the box number and tracking number for all items.  Ex:


Receival Log: 1

Receival:  Piece number: 1 Tracking number: 123123123123

Receival Log: 2

Receival: Piece number: 1 Tracking number:1212312312312

Receival: Piece number:2 Tracking number:41341234123413

Any ideas on hoe to do this?

Beginner Asked on January 27, 2021 in Administration.
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2 Answer(s)

If I understand what you are trying to do you are creating 2 custom records ReceivalLog and ShippedPackages basically. The relationship is a single ReceivalLog records will have 1->many ShippedPackages.

  1. I would start first creating the custom record ReceivalLog record type Customization->Lists,Records&Fields->Record Types then complete the form and save
  2. Then Edit the new new record type and add your fields
  3. Next repeat steps 1 and 2 for the Shipped Packages record
  4. When adding a fields for ShippedPackages be sure to add a field connect back to the RecievalLog in step 1
    1. Type = List/Record
    2. List/Record = Receival Log
    3. Make Sure the checkbox for “Record Is Parent” is checked

That should create your ReceivalLog and many child entries

Rookie Answered on January 29, 2021.
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