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Select related records

Select related records

You can select records for a related list.

Before you begin

Role required: none

Procedure

  1. Open the record for which you are selecting related records, such as a problem record.
  2. Locate the related list, for example, Incidents.
  3. Click Edit.
  4. Using the slushbucket, select the records to associate with the current record.
    When you select a record, information about it appears below the Collection list to help you identify the record to select.
  5. Click Save.