View Interrelated documents

This option allows you to view any documents that may be indirectly related to the selected record.

Note: This option is dependent on the interrelationships that have been defined in the Configuration Area.

 

Follow the below steps to view the interrelated documents for an integrated app record:

  1. Choose the context from the tree view for the desired record type in an integrated application.
  2. Select the record for which you wish to see the inter-related documents.
  3. A record list slide up panel will pop-up in the bottom of screen with the operations that can be performed on the single record.
  4. Click on "view interrelated documents" as shown below.

 

 

5. It shall display the list of interrelated documents for the selected record as shown below:

 

 

Tip: You can double-click on any document from the list to open it in the item viewer.