Actions - Primary & Secondary Linking

Context

In the Platform users can link an action to multiple records. There are two types of links:

• Primary: This is a single link to the original record from where the action was created from.
• Secondary: This allows multiple links to other records that are relevant to the action or that the action applies to.  
  
  

This article aims to clarify how to use this feature.

Important Notes

• You need to be able to update the action you wish to link to other records.
• You need to be able to update the records that you are aiming to link the action to.
• Since the action can only have a single primary link, if you apply a new primary link, it will replace the existing one. Exercise caution when using this link. 

How do I link an action to multiple records?

In order to link you action to multiple records, please follow these steps:

1. Navigate to the action you want to link.
2. Once the action loads, click the “Link” button on the top of the platform. 

       3. This will open the pop-up box.  

       4. Select the module you want to link first, for example “Risk”. Link type will then appear. Select secondary. This will load the link to risk box, select as many as needed. In our example here we are picking three risks.   

       5. Click Link once ready to establish the links.

       6. You can do the same steps with any module available and with as many records as needed.