Relationship Features

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Relationship Configuration

• Related Object: Select target object to establish connection with (e.g., Engineering Releases)
• Source Field: Field from the current object (e.g., GA Date)
• Related Object Field: Matching field from target object (e.g., Estimated GA Date)
• Field Mapping: Visual connection between source and target fields

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Relationship Conditions

• Where clause configuration
• Conditional operators (contains, equals, etc.)
• Value-based filtering
• Multiple condition support
• Condition grouping capabilities
• Clear all option for resetting conditions

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Dynamic Relationship Creation

1. Object Selection: Choose related object to join
2. Field Mapping: Define relationships between fields
3. Filtering: Add criteria to filter related data

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Features

• Multiple field relationships per object
• Bi-directional field mapping
• Conditional relationship application
• Visual relationship builder
• Field type compatibility checking

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Relationship Types

• Manual Relationship: Manually created relationship between two objects via Record Details or Automations
• Automatic Relationship: Automatically created relationship between two objects via Dynamic Dropdown
• Dynamic Relationship: Automatically created relationship created via a Relationship