Removing Related Records from a Record

Modified on Tue, 10 May, 2022 at 10:22 AM

When you need to remove one, a few or all related records for a single record, there is an option within the edit form to perform this action. 


1. To remove related records, choose to edit the original record. 


2. Locate the related records to be removed in the related records panel on the right of the record form.


3. To remove all related records, choose the X next to the Related XXX. 


4. To remove one or more, but not all, related records, choose the X next to each related record.




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