Record Linking

Record Linking allows related Records to be Linked together via a Link code.

A Link code can be a string of up to 12 alphanumeric characters. Typically it would be a job number or a combination of the client code and a date. HowNow will automatically use the record ID of the first document if a link code is not entered.

Turning on the Record Linking Function

Record Linking can be switched on by checking Enable Linking in the Records tab of Options. The name 'Link' can be changed if required by editing the Link name field.

Whenever a Record is created, a Link field allows a Link code to be entered or, a browse button can be clicked to display a Records search list to allow an associated Record to be selected.

Linking a Selection of Records

A selected range of Records in the search results can be Linked by right-clicking the selected Records and choosing 'Link To'The Record Links dialog will be displayed. If one or more of the selected Records has a Link code, this will appear in the Link code field. Click 'OK' to Link the selected records.

Removing a Link

Linking can be removed from a Record either by right-clicking the selected Record, clicking on 'Link To' and clicking OK, or by editing the Profile of a Linked Record and clearing the 'Link' code.

Displaying Linked Records

Selecting a Record will display its Linked Records in a box at the bottom of the search results list.

Filter on this Link

Using the Filter on this Link option will display all Records that are Linked to the code. To use this function:

Right-click on a Record that has a link. Click on 'Filter on this Link'. All records with this Link will be displayed in the search grid.

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