Multi-Associations are used when you want to define a link to more than one record. An example could be a meeting, where the Reference field is used to define the Account as the parent record, where an Attendees field could be created as a Multi-Association field to enter a list of Contacts that attended the meeting.
When using Swift MEAP™, the meeting record would be visible under the Related List section for each contact that was attending.
To define a Multi-Association Field:
- Map a new field, as described in Mapping New Fields.
- It is not essential, but references are normally mapped to the Server Field Names ending with REF1, REF2, REF3, REF4 or REF5 to indicate they are a reference.
- Click on the Edit Icon to the right of the field to edit its settings.
- In the Type field, select MULTI-ASSOCIATION.
- In the Reference field, select the module that users can select multiple records for. In the example above, Contacts would be chosen.
- Click on Submit to save changes.
- Click Yes to confirm in the pop up dialog box.