Viewing related objects
Relationships tab
The Relationships tab contains the following columns.
Column | Description |
---|---|
Name | The name of the field or object. |
Object Type | One of the object types listed at the beginning of this section. |
Relationship Type | One of the relationship types listed at the beginning of this section. |
Field ID | For a field, its ID; otherwise, blank. |
Form | For a field, the form it is in; otherwise, blank. |
Action Number | For a workflow object and a relationship with a workflow action, the number of the action in the sequence of If or Else actions; otherwise, blank. |
WS Operation | For a relationship with a web service, the operation; otherwise, blank. |
For the Show Relationships option to be available, you must enable the relationships feature, as described in the following procedure.
To enable the relationships feature
- In a browser, open the AR System Administration Console, and click System > General > Server Information.
The AR System Administration: Server Information form appears. - Click the Configuration tab.
- Select the Record Object Relationship check box.
- Click Apply.
The server may take some time to capture relationship data. For more information, see Setting-administrative-options.
To list fields and objects related to an object
- In an object list, the Relationships tab, or the Search Results tab, right-click an object and select Show Relationships.
The Relationships tab lists the fields and objects related to the selected object.
To list fields and objects related to a field
In the form editor, right-click a field and select Show Relationships.
The Relationships tab lists the fields and objects related to the selected field.If two or more objects are selected in a list or two or more fields are selected in the form editor, the Show Relationships command is not available.
To list fields and objects related to a field or object by selecting it in an editor
- Select the Relationships tab.
- Click the Link with Editor button (
).
- Select a field or a workflow object.
- Select a field in the form editor or Outline tab.
The Relationships tab lists the fields and objects related to the selected field. - Make a workflow editor active.
The Relationships tab lists the fields and objects related to the workflow object being edited.
When you select Link with Editor, each time you select a field or workflow object, the Relationships tab is immediately updated.
- Select a field in the form editor or Outline tab.
Miscellaneous commands in the Relationships tab
- You can select only one item in the list. The Relationships tab does not allow multiple selection.
- To sort the list by the values in that column, click a column heading.
- To open the object in its editor, double-click an item.
If the item is a field, it is selected in the form editor. If the item is a workflow action with an action reference, the action is selected in the workflow editor. - To update the Relationships tab with the relationships of the selected item, right-click an item and select Show Relationships.
- To move back and forth through a history of relationship lists, click Previous (
).
- To refresh the list, click Refresh (
).