How to link records: using the Find data for the field box

The Find data for the field box displays a list of values (names / terms and so on), each one of which points to a record in the target data sourceClosed. It can be accessed by clicking the icon in a Linked fieldClosed; when adding or editing a record, if you enter a value in a Linked field that is not in its drop list, e.g.:

Add new name

the Find data for the field box will automatically open when you leave the field (click Tab or simply click away from the field):

Find data for the field

Several tabs are provided, each one offering a different way to view Linked field values. Which tabs display depends on how the field has been configured:

We link to a record by selecting a value on one of the tabs; if a value we are looking for does not exist in the target data sourceClosed, we can create a record and link to it.

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