Summary
This article walks you through how to link related records.
Use Case
At Classics Inc., a legal operations user links related records—such as an MSA, its SOWs, and any amendments—to create a complete view of the contract family. By connecting these records, the team can see how each agreement relates to the governing contract in one place, keep relationships accurate and consistent, and make it easier for Legal and Procurement to manage vendor agreements end to end.
Permissions
| Features | Records |
| Permissions | To link records through a workflow, you need access to the workflow and view access to the records you want to select. |
Link Related Records
You can link a record to other related records. Only completed and archived records can be linked to.
- Click on the Dashboard tab, and click on the record you want to view.
- Click to the Related Records tab and then click Edit
-
Click Add Related Record.
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