Create/Edit a Relationship

Use the Relationship Wizard or the Relationship Properties window to create Relationships. The Relationship Wizard is the most convenient way to create new Relationships. When you create a Relationship, you define:

• General Properties: Related Business Object, Relationship type (ex: 1-1, 1-Many), name, description, etc.
• Link Properties: How to connect parent and child Business Objects to each other.

When you create or edit a Relationship using the Relationship Properties window, you can select some additional options, including:

• Auditing Options: What to track for the Relationship (ex: When related Business Objects are added, edited, or deleted).
• Advanced Properties: How to handle child objects in a Relationship, define attributes, etc.

  Note: The Relationship Wizard and Relationship Properties window are available in the Relationship Editor (accessed from within the Object Manager in the Blueprint Editor).

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.
• You can access the Relationship Wizard and the Relationship Properties window directly from the Form Arrangement Editor by right-clicking in the Relationship tree. You can also edit and delete an existing Relationship by right-clicking in the Relationship tree.

To create a Relationship:

1. Open the Relationship Editor.

   To open the Relationship Editor:

   1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      Note: If working on a saved Blueprint, open the existing Blueprint.

      The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

   2. In the Object Manager, click a Business Object in the Object tree, and then click the Edit Relationships task in the Structure area.

      The Relationship Editor opens.

      Tip: You can also click the Edit Relationship button on the Blueprint Editor Toolbar to open the Relationship Editor.

2. Create a Relationship in one of the following ways:
   • Using the Relationship Wizard.
   • Using the Relationship Properties window:
     1. Define general properties for a Relationship.
     2. Define link properties for a Relationship.
     3. Define database options for a Relationship.
     4. Define auditing properties for a Relationship.
     5. Define advanced properties for a Relationship.
3. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

To edit a Relationship:

1. Open a Relationship in the Relationship Editor.

   To open the Relationship Editor:

   1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      Note: If working on a saved Blueprint, open the existing Blueprint.

      The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

   2. In the Object Manager, click a Business Object in the Object tree, and then click the Edit Relationships task in the Structure area.

      The Relationship Editor opens.

      Tip: You can also click the Edit Relationship button on the Blueprint Editor Toolbar to open the Relationship Editor.

2. Make changes.
3. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.