The Relationship system enables dynamic connections between different objects and their fields.

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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