Managing Relationship Records

You can associate a record of one Object Type to a record of another Object Type by creating a Relationship Record. Not to be confused with a Relationship Type, a Relationship Record consists of the two related objects, their Relationship Type, the respective directionality labels and attributes. Linking objects and establishing relationships between them allows you to build a detailed representation of your data.

Important:

When considering the relationship between inventory records, it is important to understand that there is no fixed limit to the number of records that can be linked to one record. A latency issue may occur if there are thousands of relationships created; otherwise, there should not be an issue for several hundred records. This means that while it is generally feasible to manage several hundred records within a single record without encountering significant latency problems, exceeding thousands of relationships might lead to performance issues.

To create Relationship Records

The Relationship Type(s) available for a specific Object Record is driven by the Relationship Type schema defined for the Object Type. Once a Relationship Record is created it can be viewed while in the context of either of the Object Records in which the relationship is linked.

  1. On the given module menu to where the object is scoped, select Objects.

    The Objects screen appears.

  2. Select an object.
  3. Select an Object Record.

    The Inventory Details screen appears.

  4. Go to the Related tab.
  5. Click the Create New button.

    The Create Relationship pane appears.

  6. In the Select Objects and Relationship Type block, complete the fields to define the relationship.


    Field
    Description
    Source Object Type

    This field will default to the given Object Record's defined Object Type.

    Source Object Record

    This field will default to the given Object Record that you are creating the relationship for.

    Relationship Type

    Open the selection field to choose between the defined Relationship Types.

    Target Object Type

    Select the target object.

    Target Object Record

    Select between the available Object Records populated from the target object.

  7. Click the Save button.
    The new Relationship Record will be added to the list in the Related tab.

To edit a Relationship Record

  1. On the given module menu to where the object is scoped, select Objects.

    The Objects screen appears.

  2. Select an object
  3. Select an Object Type.

    The Inventory Details screen appears.

  4. Go to the Related tab.
  5. Hover over the row of a relationship to reveal the Context Menu icon.
  6. Click the icon, then select View Details.

    The Details pane appears.

  7. Click into any of the fields to edit the details as necessary.


  8. Click the Save button.

To delete a relationship

  1. On the given module menu to where the object is scoped, select Objects.

    The Objects screen appears.

  2. Select an object.
  3. Select an Object Record.

    The Inventory Details screen appears.

  4. Go to the Related tab.
  5. Hover over the row of a relationship to reveal the Context Menu icon.
  6. Click the icon, then select Remove.

    The Remove Related modal appears.

  7. Click the Confirm button.