Creating a Set of Related Records

You can create a new set of related records for easy record management.

To create a set of related records

1. Find the parent record you want to work with. See Using the Search Features for instructions on locating a record.

2. Click the Related Records tab.

   Civic Platform displays the Related Records portlet.

3. Select each record that you want to add to the new set.

4. Click Create a Set.

   Civic Platform displays the Set creation form in the portlet.

5. Complete the fields. See Creating a New Set.

6. Click Submit.

   Civic Platform creates the set and adds all the selected related records into the set.

For more information about sets, see Sets.