Add Field Linking Rule

Use these steps to add a field linking rule.

To add a field linking rule:

  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 +Add Field Linking Rule.
  4. Enter information in the fields as needed.
  5. Click Revert if you want to undo your changes. Otherwise, click Save.