Create Linking Rule Lines for Parent

Use these steps to create linking rules for each field available in the parent.

To create linking rule lines:

  1. Under the Setup menu section, go to System Setup > Linking Rules.
  2. Use the search filter and/or the Search field at the top of the workspace to select a linking rule.
  3. Click Create Lines for Parent....
  4. In the Create Linking Rule Lines wizard that displays:
    1. Verify that the value in the Parent Table field is correct.
    2. Select a linking method from the Linking Method dropdown list.
    3. Select or clear the Overwrite Existing Lines checkbox as needed.
  5. Click Create Linking Rule Lines.