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Difference between revisions of "Common:Working with Related Objects"

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(Created page with "<noinclude>__NOINDEX__</noinclude> The Related Objects section displays Lookup relationships. In the '''Cases''' object, for example, in the '''Object Relationships''' the r...")
 
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<noinclude>__NOINDEX__</noinclude>
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The Related Objects section displays [[Lookup]] relationships.
===Reading the Relationship Grid===
The Related Objects section of the Object Relationships page displays [[Lookup]] relationships.


In the '''Cases''' object, for example, in the '''Object Relationships''' the relationship grid contains lines that look something like this:
In the '''Cases''' object, for example, in the '''Object Relationships''' the relationship grid contains lines that look something like this:
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:''Learn more:'' [[Related Objects]]
:''Learn more:'' [[Related Objects]]


====Editing Relationships====
===Editing Relationships===
To change an object relationship, click the name of the related object in the grid.
To change an object relationship, click the name of the related object in the grid.


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:**A Relationship Alias can only contain alphanumeric characters or the underscore (_) character
:**A Relationship Alias can only contain alphanumeric characters or the underscore (_) character


====Deleting Relationships====
===Deleting Relationships===
Relationships are formed by [[Lookup]] fields. To delete a relationship, delete the lookup field that created it.
Relationships are formed by [[Lookup]] fields. To delete a relationship, delete the lookup field that created it.

Revision as of 19:39, 17 October 2013

Reading the Relationship Grid

The Related Objects section of the Object Relationships page displays Lookup relationships.

In the Cases object, for example, in the Object Relationships the relationship grid contains lines that look something like this:

Relationship Type Object Alias ...
Many to One Accounts

The way to read that line is "Many (Cases) to One (Account)". Or, in general terms:

"Many (of the current object) to One (of the object on this line)"
Learn more: Related Objects

Editing Relationships

To change an object relationship, click the name of the related object in the grid.

Considerations
  • For Many to One relationship, only Alias and Update Cascade Rule is available to update
  • Relationship Alias is a required field and it should be unique for a given base object
    • Alias cannot be "Users" or "User"
    • A Relationship Alias can only contain alphanumeric characters or the underscore (_) character

Deleting Relationships

Relationships are formed by Lookup fields. To delete a relationship, delete the lookup field that created it.