How to Manually Create the Sources and Attachment Relationship

Modified on Fri, 5 Dec at 10:27 AM

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Adding Source to a document

From the conditional coding pane, select the top left drop down and change to the Code pane

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One the Code pane, change all Values to Source/Attachments

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Select Add Source

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Search for the ID of the source document

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Select the correct result

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Save

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Relationship will appear in the Code pane, however to see the results in your list view rerun your Search

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Adding Attachments to a Document

Follow the same steps as Adding a Source, however select Add attachment on the Code Pane instead of add Source.  All other steps remain the same

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Removing Source and Attachment Relationship

To remove a newly created relationship, simply select the X beside the family.  Important to note, this will remove all relationships within the family

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