What can you do with relational records in a sequence?
There are some additional sequence features which can be used when your object class is part of a relationship. Your object class may be a parent or a child of another object class, or it may be both.
Using Relation Lookup
The Relation Lookup actor allows the sequencer to check through the associated parent or child records and identify those which match the given conditions configured within it.
Using Sequence Runner
The Sequence Runner actor can be used together with the Relation Lookup actor so that an action such as assigning a task or updating a field may be carried out against the parent or child records which the Relation Lookup has identified.
Alternatively, it can be used at any point in a sequence to run another sequence for a sub-process against the same object class. This allows you to keep sequences from getting overly large and therefore difficult to maintain.
View a step by step guide on configuration and use of these actors.
Useful info
- The Relation Lookup actor can traverse records' relations to find parents or children one level up or down in the relational model. For instance, if your model has three levels like the below, the following will be true:
| In a sequence running against the root parent object class, Employee Management, the Relation Lookup can be used to find records in the Employees object class. | |
| In a sequence running against the middle object class, Employees, the Relation Lookup can be used to find records in the parent object class, Employee Management or in the child object class, Employment Contracts. | |
| In a sequence running against the child of Employees and the grandchild of Employee Management, Employee Contracts, the Relation Lookup can be used to find records in its parent object class, Employees. |
- You can have multiple Relation Lookup and Sequence Runner actors working in the same sequence.