When working with Physical assets, it is important to understand and track which records are contained within which folders, and which folders are within which boxes.
There is a special Field type available in your Physical Profiles that allows you to perform manual assignment of Containers to Physical Records. Once a ‘Relationship’ field has been added to your Profile(s) (see Manage Profile Fields for more details), you can populate this field when editing a Physical item as you would any other field. Currently, the only Relationship Type available is Parent.
The Relationship field performs a search for the container using the Record Number, and must be able to correctly find a result before you will be able to save your changes..
The following rules affect assigning containers for Physical Records:
Once a container has been assigned using a Relationship field, you can navigate from a Parent to its Children using the ‘Records’ tab in the Record Details view:
The Parent field in the details tab also links to the parent Folder or Box: