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About Relationships

A Relationship is an association between two Business Objects that allows data to be pulled together in meaningful ways. For example, the Incident Business Object is often in a Relationship with the Customer Business Objects so that Incidents can be associated with the appropriate Customers. When Business Objects are in a Relationship, one object is known as the parent and the other is the child. Use Relationships to connect Business Objects to each other so that they can share data. For example:

Major Business Objects can have two types of Relationships:

Supporting Business Objects can have one type of Relationship:

Relationships cannot be created for Lookup Objects, but Lookup Objects can be selected as children or parents in Relationships created for Major and Supporting Objects.

A Relationship can be:

CSM provides many Relationships for its OOTB Business Objects. Use these as-is, edit them, or create your own using the Relationship Editor (accessed from within a Blueprint in CSM Administrator).

The Relationship Wizard is the most convenient way to create new Relationships. Advanced Users can use the Relationship Properties window to define more detailed properties for a Relationship. Both of these tools are accessed from the Relationship Editor.

Note: A full list of Relationships is beyond the scope of this document. Export a schema document from CSM Administrator (Create a Blueprint>Tools>Export Schema) to view a full list of Relationships associated with a particular type of Business Object (ex: Major). To view a list of Relationships associated with one particular Business Object (ex: Incident), you can export a Business Object schema.

In This Section

Relationships Good to Know

See Also

Relationships

Using Relationships

Managing Relationships