Relate Basics

Introduction to the Relate database and navigation. Learn how data is structured in Relate using record types and categories.

Learn about navigating Relate records including record headers, record summary and record navigation.

Learn about the Relate record settings including document library, record categories, changing units and deleting records.

Introduction to the Relate Structure. Learn how to create and edit Relate components and use the Relate Structure for organization and navigation.

Introduction to Relate forms. Learn how to add and edit forms and attach them to record categories.

Learn how to add and edit fields on forms, the different types of fields and field locking and hiding.

Learn about the advanced options for the forms on Relate forms.

Learn about the different types of permissions on forms and fields.

Learn how to create and edit option lists.

Learn how to create and edit data entry wizards.

Learn how to create and edit basic merge reports.

Learn how to create and edit multi-entry form reports.

Learn how to create and edit data queries and reports.

Learn how to find, inspect and navigate to Relate components using the Relate Inspector.