Working with Relational Records

Relational records allow you to create and manage parent and child relationships between Object records.

These relationships help users organise information across related Object classes, such as customers and orders, employees and contracts, or matters and documents.

The articles below explain how to create, associate, and work with related records from within the Workspace.

Creating and associating child records

Create a child record from a parent record

Learn how to create a new child record directly from an existing parent record.

• How to create a child record from the parent record

Associate existing child records

Learn how to link an existing child record to a parent record.

• How to associate child records with existing parent records

Working with related records

View and interact with child records

Learn how to:

• preview child record information

• open child records as fly-outs

• navigate through parent, child, and grandchild records

• Interacting with associated child records via the parent

Things to remember

1. Parent and child relationships must be configured using the Relational Modeller before they can be used in the Workspace.
2. Child Object classes must be added to the Create and Edit View of the parent Object class.
3. Your permissions determine which related records you can view and interact with.
4. Related records can be navigated directly from parent records without leaving the Workspace.

Autologyx Classification: Unrestricted, Public