User Manual: Relationships: Tabs

The CollectionSpace information architecture supports easy access to records related to the record a user is working with via a tab structure. When a user enters a record of any kind, s/he will have access to a Primary Tab and a series of Secondary Tabs. From the Secondary Tabs, the user may see and edit related record information.

The main record a user is working on is labeled the Primary Record The right sidebar includes only information relevant to the Primary Record

To view, edit, or create a new Related record of any type, choose that record type from the + Related menu next to the Primary Record tab

From the Secondary Tab, a user may: View a list of all Related records of a specific type
View or edit the data for all Related records
Remove the relationship between two records To remove the relationship among multiple records, select the desired related record checkboxes in the related record list, and then select the Unrelate button above the list.
Add a relationship to an existing record
Create a new related record

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User Manual: Relationships: Tabs

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