Relationships How To's

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Useful How To's and things you need to know about relationships between data types.

How to Relate Types (Create Relationships Between Types)

A data type can be related to another data type. Creating a relationship between data types enables data to be shared between types, as well as allowing users to navigate quickly between linked entities.

Tutorial Video

Step by Step Guide

1. Go to the relationship tab and click on the NEW RELATIONSHIP button.

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2. Choose a name for your relationship by filling out the TITLE field.

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3. (OPTIONAL) You can also put in a description for your relationship by filling out the DESCRIPTION field

4. Choose the Type that you want to put in the left position of the relationship.

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5. Choose the Type that you want to put in the right position of the relationship.

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6. Put in a Left to Right label. This label describes the relationship of your left Type to your right Type.

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7. Put in a Right to Left label which describes the relationship of your right Type to your left Type.

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8. Choose a RELATIONSHIP CARDINALITY

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9. Click on the UPDATE button to save your work.

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You have now have related different types by creating a relationship between them.

See Also

Relationship

Elements

How to create Types

How to create Sections

How to display a related Type in an Element

Tutorial Video

Step by Step Guide

1. Open the Type and Section you wish to add an Element to

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2. Click on the NEW ELEMENT button. A new window tab should appear

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3. Choose a name for your element using the TITLE field

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4. Under Element type, choose RELATIONSHIP. The relationship drop down should appear.

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5. Choose the relationship you want to use from the drop down.

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6. Click on the UPDATE button to save your element.

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7. Under Options, Click on the RENDERING button. A pop-up window should appear.

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8. For the Rendering option, choose SINGLE SELECT

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9. Click on the UPDATE button.

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10. Click on the UPDATE button and the UPDATE APPLICATION button respectively.

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You can now launch your application and view the Element that displays a related Type.

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See Also

Relationship

Types

How to Relate Types

How to display an Element from a Related Type

Displaying an Element from a Related Type enables you to automatically acquire the value of an element of a related type.

Tutorial Video

Step by Step Guide

1. Open the Type and Section you wish to add this Element to

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2. Click on the NEW ELEMENT button. A new window tab should appear

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3. Choose a name for your element using the TITLE field (For this tutorial purposes, let's use Employment Address)

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4. Under type lets choose Linked copy. Linked copy enables you to get the exact value of the Element of a related Type. (So in this case, we'll get the value of the Company Address element from the Company data record.)

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5. Under the relationship drop down, select the appropriate relationship between the related Types

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6. Click on the UPDATE button.

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7. Under rendering options, choose Linked Element. The parameters section should now appear.

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8. For the element name, choose the name of the Element from the related type that you wish to capture the value of (In this case, its the Company Address Element from the Company Type)

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9. (OPTIONAL) Tick on the ALWAYS UPDATE checkbox.

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10. (OPTIONAL) Tick on the Read only checkbox as well.

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11. Click on the UPDATE button to save your rendering option

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12. Lastly, click on the UPDATE button and the UPDATE APPLICATION button respectively.

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You can now launch your application and view the new element that displays the value of another Element from a related Type.

The Element "Employment Address" from the Person Type is automatically filled out by the value of the Element "Company Address" from the Company Type.

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See Also

Relationship

Types

How to Relate Types

How to display a related Type in an Element