Add an Entity to a Source Entity

  1. Search the database to make sure the entity doesn't already exist.

  2. Open the source entity you want to add the entity to.

  3. Select the Entities tab.

  4. Select the Search to Add icon to show entities that have a valid relationship you have permission to access.

  5. Enter the first few letters of the entity in the Filter field.

  6. Use either of these methods to select the type of entity you want to add to the source entity:

    • Select the entity > Select OK.

    • Double-click the entity.

  7. Populate the fields as required.

  8. Save your changes.

    The entity you have added is listed under the Entities tab for the source entity.

    See the Admin section for information on setting up source entities.