Relate records
Add relation: an existing record from the list, or a new one in two named steps; Unlink and Replace.
Relate records
- Choose the record. At the head of its relations column press + Add relation.
- Choose the kind of relation: each reads as it does from this record, with the type at its other end. Where two kinds join the same two types, each is listed.
- Choose An existing … and pick the record from the list — searched by name, without the ones already related this way; fill in the relation's own fields if it has any, and press Create relation.
- Or choose A new …: here it is two steps, each named — Step 1 of 2 creates the record, Step 2 of 2 relates it. Left at the second step, the record stays made and unrelated, and the screen says so.
To end a relation, or move it to another record, open the record's Relations tab in its panel: Unlink ends that one relation and both records stay; Replace moves it. The column follows.