Add a Field Linking Rule

Use these steps to add a field linking rule.

To add a field linking rule:

  1. Under the Setup menu group, go to System Setup > Linking Rules.
  2. Use the search filter and/or the Search field to select a linking rule.
  3. In the table, click the + action.
  4. Enter information in the fields as needed.
  5. Click Revert if you want to undo your changes. Otherwise, click Save.