# Bulk Linked Record Creation

Create linked records in bulk when you need to generate the same related record from one or more parent records.

This helps reduce manual work and keeps linked data consistent.

For example, you can create multiple **Control Tests** from selected **Controls**.

{% stepper %}
{% step %}

### Open the source records

You can start from:

* A records list within an Application.
* A linked records table inside a record.
  {% endstep %}

{% step %}

### Select the parent records

Tick the checkboxes for the parent records you want to use.

You can select one record or multiple records.
{% endstep %}

{% step %}

### Open the table menu

Select the three-dot menu in the top-right corner of the table.

Choose **Create Linked Records**.
{% endstep %}

{% step %}

### Choose the action

Select the action you want to use for the new linked records.

Select **Next**.
{% endstep %}

{% step %}

### Choose the context

Select one or more contexts for the new records.

Select **Next**.

{% hint style="info" %}
Context controls the scope and access of the new records.
{% endhint %}
{% endstep %}

{% step %}

### Choose the hierarchy option

If prompted, choose how to apply organizational hierarchy data:

* **Single Hierarchy per Record** creates one record for each selected hierarchy.
* **All Hierarchies in One Record** creates one record that includes all selected hierarchies.

Select **Next**.
{% endstep %}

{% step %}

### Update attributes if needed

Select any attributes you want to set on the new records.

Enter the values you want to apply.

Select **Next**.

If you do not need this step, select **Skip**.
{% endstep %}

{% step %}

### Review and create

Check your selections before you continue.

This includes:

* The selected parent records.
* The action.
* The context.
* Any hierarchy options.
* Any attribute updates.

Select **Back** to make changes.

Select **Create** to generate the linked records.

{% hint style="warning" %}
Check the setup carefully before you create the records.
{% endhint %}
{% endstep %}
{% endstepper %}

### What happens next

SureCloud creates the linked records automatically.

When the process finishes, the new records are linked to the parent records you selected.

{% hint style="success" %}
A confirmation message appears when the records are created successfully.
{% endhint %}

### Things to know

* You can create linked records from one parent record or many.
* You can start from a records list or a linked records table.
* Some steps only appear when the selected action uses contexts, hierarchies, or attribute updates.
* Review the new records after creation to confirm the data is correct.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://surecloud.gitbook.io/surecloud-docs/documentation/using-the-platform/tables/bulk-linked-record-creation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
