Create Linking Rule

Use these steps to create a linking rule.

To create a linking rule:

  1. Under the Setup menu section, go to System Setup > Linking Rules.
  2. Click +New Linking Rule.
  3. In the Create Linking Rule wizard that displays:
    1. Specify a name for the linking rule in the Verify that the value in the Name field. This is a required field.
    2. Enter a description for your linking rule in the Description field.
    3. Select a table from the Subordinate Table dropdown list. This is a required field.
    4. Select a linking method from the Linking Method dropdown list. This is a required field.
    5. Select or enter a table name in the Parent Table, Default field.
    6. Select or clear the checkboxes as needed.
  4. Click Create Linking Rule.