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Common:Working with Related Objects

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Revision as of 19:37, 17 October 2013 by imported>Aeric (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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The Related Objects section 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.