Record Connections

Overview

Record connections are crucial for understanding how various records within HighTide are related. When a connection is created by your system administrator you will be able to easily view and add connections to better understand your records. 

Viewing Record Connections

To view a record connection you will navigate to the record type you wish to view and then navigate to the Connections tab. 

(Record Type) > (Record) > Connections 

Once you navigate to the connections tab you are able to see various record types that are connected to the current record you are viewing. 

Adding Record Connections 

To add a record connection you will navigate to the record type you wish to add a connection to and then navigate to the Connections tab. 

(Record Type) > (Record) > Connections 

Once you are on the connections tab you will see a button for adding connections that exist for that record type. To add a connection you will click on Add (Connection Name). Once you do this a side drawer will appear where you can then search for the specific record you are connecting. If additional fields are available on the connection you will also have the ability to fill in those fields after you select the record you are connecting. After completing the fields you click Add.