Creating Relationships

Using Form Builder

  1. Navigate to the Application Menu  on the top right of your screen and select Administration.
  2. Navigate to  Resources > Forms
  3. Search for your form > Right click > Edit
  4.  Locate the to add a field / relationship
  5. Click on Other > Relationship > Hold and drag and drop to the Form canvas.
  6. Select which Object you wanted to connect to (this will auto populate the Name field).
  7. Add a description explaining what the relationship is used for and where 
  8. Click OK when done.