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Attach all child records to parent record
Hi
(the following uses fictitious data in the screencaps)
Here is what I am trying to do and where I am stuck:
I have a custom parent record called 'Allowance'
This has a subtab called 'time import'
The time imports that I am wanting to add to the parent allowance record are also custom records.
Currently, this is what the subtab 'time imports' looks like
I am manually adding the time import child records to the parent allowance record by selecting from the time import drop down and clicking the 'attach' button.
Is there a way to automatically add all child records, meeting a certain criteria for example, to the parent record?