Create a Relationship Using the Relationship Properties Window

The Relationship Properties window allows you to define and edit detailed properties for a Relationship. When you create or edit a Relationship using the Relationship Properties window, you define:

  • General properties: Name, description, Relationship type, and cardinality.
  • Link properties: How to connect parent and child objects.
  • (Advanced Users) Database properties: Options for using a foreign key for the Relationship.
  • Auditing properties: Options for tracking records within the Relationship.
  • (Advanced Users) Advanced properties: How to handle objects that are children in a Relationship, define attributes, etc.
    Note: The Relationship Properties window is available in the Relationship Editor (accessed from within a Blueprint in CSM Administrator).

Good to know:

  • Business Objects and their associated Fields, Relationships, Forms, Grids, and Form Arrangements are created, edited, and deleted within a Blueprint. To commit changes to your system, you must publish the Blueprint.
  • The Relationship Properties window can also be accessed from the Form Arrangement Editor by right-clicking in the Relationship tree and selecting New Relationship or Edit Relationship.

To create a Relationship using the Relationship Properties window:

  1. Open the Relationship Editor
  2. Click the Add button.
  3. Define properties for the Relationship:
    1. Define general properties.
    2. Define link properties.
    3. Define database properties.
    4. Define auditing properties.
    5. Define advanced properties.
  4. Click OK.

    The Relationship is added to the Business Object and is available in the Relationship Editor.

  5. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.
© Copyright 2018 Cherwell Software, LLC. All rights reserved.