Object Relationships

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Revision as of 19:18, 17 October 2013 by imported>Aeric (→‎Related Objects)

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

The Object Relationships page shows how an object relates to other objects.

Learn more: Understanding Object Relationships

Child Objects

Click an existing Child Object to visit it, or click [New Child Object] to create a new one.

Learn more: Child Objects

Related Objects

The Related Objects section displays Lookup relatiopnships.

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 the 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 the Relationship Information Grid

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

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.