Removing a record relationship

Users and administrators must be able to view the parent and child to remove a record relationship. They also require Browse permissions and must be in the Removal Group Name, as listed in a record relation definition.

To remove a record relationship:

  1. Navigate to a formal record and select it in the content pane.

  2. Click View > Record Relationships.

  3. Right-click the object listed and select Records > Remove Record Relationship.

    If the record has multiple relationships, that is if more than one object is listed, right-click the desired object and then select Records > Remove Record Relationship.