Create a Custom Field that Links an Entity Record to an Item Record

User needs to add a list of messages that contain notes. This needs to both the vendor record and item record. Information on the vendor is specific to the item.

This can be accomplished through a custom record. To create the custom record, perform the following steps:

Part One: Create the custom record.

     1. Navigate to Customization > Lists, Records, & Fields > Record Types > New.
     
     2. Provide a Label (e.g. Item/Vendor Notes).
     
     3. Click Save.
     

Part Two: Add fields for Vendor and Item record.

     1. Navigate to Customization > Lists, Records, & Fields > Record Types.
     
     2. Edit the custom record.
     
     3. In the Fields tab, click New Field.
     
     4. In the new custom record field window, set the following:


Label: Provide a Label (e.g. Vendor Link) 

Type: List/Record 

List/Record: Vendor 

Store Value: T 

Record is Parent: T 

Display tab: Select a Parent Subtab (e.g. Financial) 

     5. Click Save.
     
     6. In the custom record type window> Fields tab, click New Field.
     
     7.  In the new custom record field window, set the following:


Label: Provide a Label (e.g. Item Link) 

Type: List/Record 

List/Record: Item 

Store Value: T

Record is Parent: T 

Display tab: Select a Parent Subtab (e.g. Inventory) 

     8. Click Save.

To test the custom record:

     1. Navigate to Lists > Relationships > Vendors.
     
     2. View a Vendor record.
     
     3. Click the tab selected in the Parent Subtab of the custom record field (e.g. Financial).
     
     4. In the custom record subtab (Item/Vendor Notes), click New custom record (e.g. New Item/ Vendor Notes).
          
     5. In the New custom record window, select an Item. Enter other required fields.
     
     6. Click Save.
     
This custom record appears on the Item record as well. Navigate to Lists> Accounting> Items> View the Item selected in the custom record. Click the tab selected in the Parent Subtab of the custom record field for the item link (e.g. Inventory).  The subtab for the custom record will show the same record created earlier.