Record Type Relating is designed to allow records from one Record Type to relate to records from another Record Type. Once you specify the rules on how the link works, the system can automatically find relationships between records and present users with ways to find those relationships. They can then easily navigate between those records.


This is useful for several scenarios such as in Accounts Payable. In an AP application you can relate Invoices to Purchase Orders by the PO number. Or invoices to Checks by the Invoice Number or Check Number.


For a PO / Invoice example let's say we have 2 record types - "Purchase Orders" and "Invoices". Purchase Orders has a field named "PO Number" and Invoices has a field named "PO". If an Invoice relates to a PO then the Invoice's PO field should be the same value as one of the Purchase Order record's "PO Number" field. Record Type Linking allows you to relate these records in just that way.



Related Record Type

The Record Type you wish to link to from the current Record Type. 


Blank Values

By default, any blank value in the linking Record will make it not look for matches. This is to prevent links to great numbers of non-indexed Records. If you want to allow blank values to still be a match, toggle this to allow matching with blank values.


Link Direction

If this is set to link in both directions then the links will show in both record of the match. If it is set to only link from this Record Type then the links will only show when viewing Records in this Record Type.