Training Materials

Link Types

Ivinex defines relationships between records using “links”. Links between records are created a few different ways, which results in a few different kinds of links.

Embedded

An embedded link is created when you use a LINKED RECORD field on a tab.

Related

A related link is created when you use the Displayed Related Items section in the detail view to create a link. Embedded links are also displayed in the “Displayed Related Items” section.

Converted

This type of link is created when you convert a record from one tab to another. The link will be created between the record that was created in the conversion, and the original record.

To learn about how to set up a conversion check out the Conversion Options Tutorial.

Copied From

This type of link is created when one record is copied from another.