See AlsoYou can associate several items of a selected Object with an item of another Object if the Business Administrator User has created a One to Many or Many to Many Relationship between the two Objects. For example, a One to Many Relationship may have been created between the Account and Contact Objects. As a result of this Relationship, a tab is created in the Account window, and a Property is created in the Properties tab of the Contact window. This Relationship enables you to associate several Contacts with an Account, in Talisma Client. The Contacts associated with the Account are listed in the Contacts tab of the Account window.
To Add Object Items
1. In the Home Workspace, select the required Object from the Object Selector.
2. Using the Left pane, locate and select the required Object item.
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Open the required Object item.
3. From the <Object> menu, select Add To, <Object> tab.
The Add <Object> dialog box is displayed.
4. Specify the search conditions in the Search for area, and click Search.
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Click Search without specifying search conditions to view all Object items.
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Click Advanced to search on Object Properties and Relationships that are not available in the Search for area. Define search conditions. Click Search.
Note that you must have the Manage Filters Permission to perform an advanced search.
Object items that satisfy the defined search conditions are listed in the Results area of the Set <Object> dialog box.
5. Select the required Object items.
6. Click Add.
The selected Object items in the Add <Object> dialog box are listed in the relevant tab of the selected Object.