You can view and edit a record’s existing associations, as well as associate new records in the Mobile App.
- Navigate to your records. Tap Menu, then tap [record object] in the left sidebar.
- Tap the name of the record you want to add or edit associations for.
- Tap the Associations tab.
- Tap the name of an associated record to view its record.
- To associate a new record, tap Add [objects].
- At the top, tap Create new [record] to create a new record to associate.
- Search or scroll and tap the checkboxes next to existing records you want to associate your record with.
- Once you’re done, tap Done in the top right.
- To edit an existing association, tap the menu icon.
