Creating a Set of Related Records

You can create a new set of related records for easy record management.

To create a set of related records

  1. Find the parent record you want to work with. See Using the Search Features for instructions on locating a record.

  2. Click the Related Records tab.

    Civic Platform displays the Related Records portlet.

  3. Select each record that you want to add to the new set.

  4. Click Create a Set.

    Civic Platform displays the Set creation form in the portlet.

  5. Complete the fields. See Creating a New Set.

  6. Click Submit.

    Civic Platform creates the set and adds all the selected related records into the set.

For more information about sets, see Sets.