Create Aggregation

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An 'aggregation' is a record that acts as a root or pivot point for a group of other records that share a common trait that is not part of their attributes. For example, you may wish to aggregate all records that have a connection to World War II but don't have any particular trait that indicate this.

The Aggregation record itself is a record of type Aggregation that has a name and description, that these records can point to.

Aggregation records also allow you to define various strings for queries, layout and filters.

To create an Aggregation

Note. Ensure the Aggregation record type is enabled in Record Types screen:

  1. Create a new record of type Aggregation:

  1. Complete the record details and save it.

  1. The aggregation is now available by selecting the Aggregations link on the Navigation Pane.

To add a record to an aggregation

  1. Search and select the records you wish to add.
  2. Select Selected | Relate To:

  1. Select a Relationship Type of IsPArtOf.
  2. Select a record type of Aggregation.
  3. Click on the Aggregation you wish to link to.

For example:

  1. Click Add Relationship.

You can see the records relate to this aggregation in the Related (or Relationship Tab) section of the record:

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