This option allows you to insert sub-records to the Main Entities / Records on a report.
Examples when you might use this feature:
- You have a list of families that attended a class > Insert a Parent Education record
- A group has new document requirements > Insert the Document record
Instructions:
- Access the Report > Options > Advanced Options > Bulk-Insert Records.
- Select the table for the sub-records you'll be adding.
- Select the fields and values that will be given to each record. Press Save.
- Confirm the Records affected. Press Confirm.
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