Difference between revisions of "Related Objects"

From AgileApps Support Wiki
imported>Aeric
m (Text replace - 'Designer > Objects' to 'File:GearIcon.png > Customization > Objects')
imported>Aeric
Β 
(13 intermediate revisions by the same user not shown)
Line 1: Line 1:
'''[[File:GearIcon.png]] > Customization > Objects > {object} > Relationships'''
'''[[File:GearIcon.png]] > Customization > Objects > {object} > Object Relationships > Related Objects'''
Β 
This tab displays objects that are related to the current object, and how they are related.
__TOC__
__TOC__
==The Relationship Grid==
==About Related Objects==
Relationship information is displayed in a grid:
A ''Related Object'' is a participant in an [[Object Relationships|Object Relationship]].


:{| border="1" cellpadding="5" cellspacing="1"
If the record you are viewing is the target of a [[Lookup]], then one or more records in another object could be pointing to it. The referencing object is ''Related Object'', that contains one or more ''Related Records''. (When viewing data, those records are displayed in the [[Related Information]] section of the record you are viewing.)
! align="left"|Column !! align="left"|Content
|-
| '''Object'''
| The object at the other end of the relationship. Click this link to [[Manage Object Relationship|Manage the Object Relationship]]. Β 


|-
For example, in the [[Sample Order Processing System]], records in the OrderItems object "look up" to records in the Orders object. When viewing an Order record, those records appear in the Related Information section. When entering an Order, the [[Form]] may display them in a [[Subform]] (a table of related records).
| '''Alias'''
|The name given to the relationship, for use in [[Composite Object]] operations.


|-
On the other hand, when the record you are viewing has a Lookup to another object, the referenced object (or ''target object'') is also a Related Object. But there can only be only one target record for the Lookup field.
| '''Relationship Type'''
| Cardinality of the relationship: One to many, many to one, or many to many.


|-
So:
| '''Junction To'''
:'''From the standpoint of the Orders record:'''
| If the relationship is many to many, then the object is a [[Junction Object]]. This column gives a link to the object on the other side of the junction.
::* There can be multiple ''related records'' in the OrderItems object.
::* When you view an Order, the related records appear in the [[Related Information]] section of the Order form.


|-
:'''From the standpoint of an OrderItems record:'''
| '''Cascade Rules'''
::* Orders is a related object.
| In this section, you establish the [[Cascade Rules]] that govern Composite Object operations.
::* There can be only one, so the identifying information for the Order is displayed as part of the OrderItems record.
|}


''Learn more:''
''Learn more:''
:* [[Object Relationships]]
:* [[Relating Objects Using Lookups]]
:* [[Understanding Object Relationships]]
:* [[Composite Object]]s
:* [[Composite Object]]s


==Working with Relationships==
==Working with Related Objects==
Β 
{{:Common:Working with Related Objects}}
===Editing the Relationship Information Grid===
:*Any relationship can be managed by clicking on the object link in Relationship Information grid
:*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
Β 
===Deleting Relationships===
Relationships are formed by [[Lookup]] fields. To delete a relationship, delete the lookup field that created it.

Latest revision as of 19:44, 17 October 2013

GearIcon.png > Customization > Objects > {object} > Object Relationships > Related Objects

About Related Objects

A Related Object is a participant in an Object Relationship.

If the record you are viewing is the target of a Lookup, then one or more records in another object could be pointing to it. The referencing object is Related Object, that contains one or more Related Records. (When viewing data, those records are displayed in the Related Information section of the record you are viewing.)

For example, in the Sample Order Processing System, records in the OrderItems object "look up" to records in the Orders object. When viewing an Order record, those records appear in the Related Information section. When entering an Order, the Form may display them in a Subform (a table of related records).

On the other hand, when the record you are viewing has a Lookup to another object, the referenced object (or target object) is also a Related Object. But there can only be only one target record for the Lookup field.

So:

From the standpoint of the Orders record:
  • There can be multiple related records in the OrderItems object.
  • When you view an Order, the related records appear in the Related Information section of the Order form.
From the standpoint of an OrderItems record:
  • Orders is a related object.
  • There can be only one, so the identifying information for the Order is displayed as part of the OrderItems record.

Learn more:

Working with Related Objects

Reading the Relationship Grid

The relationship grid displays objects that are related to the current object by Lookup fields, and shows how the objects are related:

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)"

The grid columns show:

Column Content
Relationship Type Cardinality of the relationship: One to many, many to one, or many to many.
Object The object at the other end of the relationship. Click this link to Manage the Object Relationship.
Alias The name given to the relationship, for use in Composite Object operations.
Junction To If the relationship is many to many, then the object is a Junction Object. This column gives a link to the object on the other side of the junction.
Cascade Rules In this section, you establish the Cascade Rules that govern Composite Object operations.

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.