Adding Related Data
- Related Data is associated with an existing record and is added from the Data View. For an overview of the areas within Swift MEAP, see Swift MEAP Overview. To add data related to an existing record:
- In the Navigation Banner, Tap on the icon for the type of Top Level Object you wish to add a related entry to.
- Find the record you wish to add a related entry to, using either of the following methods:
- Scroll through the list of records, as described in Navigating the List View.
- Use the List View search facility, as described in To search for records in the List View.
- Tap on the record to select it.
- In the Data View, the Related Lists area will be displayed. A new related entry can be added using one of the following methods:
- Within the Related Lists area, Tap on the Blue Plus Sign for the type of entry required.
- Tap on an entry type to view a list of existing entries and on the details page, Tap the Plus Sign in the right side of the title bar.
NOTE: If no plus symbols are present, you are viewing a read only object.
- The data entry form will appear, unless it is a Grouped Activity Item. For an explanation, see Grouped Activity Items.
- When completed, tap Save to create a new entry or Save and New to save the current entry and enter another.
- Information on filling out the data form can be found at Data Entry Form.
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