Add and Attach a New Record

To use the Add and attach:

1. Select a record in the child grid. Selected records will be highlighted in orange (see figure below). This will enable the tools in the row above the child record.
2. Locate the Add button above the selected record in the child grid.

   

3. The Web will launch a new window with the the Detail Form corresponding to the highlighted record type.

   

4. You can now make modifications to new the record as needed.
5. When you save the record, it will be created and attached to the parent record.