User Guide

10.3

Back Next

Adding a Relationship

You can create a relationship between two unrelated records as long as a relationship type exists for the business entities.

Ensure that both records are visible on the canvas. You might need to use the slider to zoom out the canvas.

Drag and drop one record box on top of the other record box.

In the

Add Relationship

dialog box, configure the following options:

Option	Description
Diagram	Displays a diagram of the related records and the direction of the relationship.
Hierarchy	The type of the business entity, such as organization or household.
Relationship Type	The type of relationships that are possible between the records, such as employee or relative.
Rel Start Date	The start date of the relationship. If the date occurs in the past, the relationship is active. If the date occurs in the future, the relationship will start on the specified date. If the field is empty, a start date was not set.
Rel End Date	The end date of the relationship. If the date occurs in the past, the relationship has ended and is inactive. If the date occurs in the future, the relationship will end on the specified date. If the field is empty, the relationship is currently considered permanent.
Switch Entities	You can switch the order of the records to change the direction of the relationship. The Switch Entities button is enabled for some Relationship Types.
Other fields	Additional fields might appear for some Relationship Types.

Click

Save

In the canvas, a relationship line appears between the two records. If the relationship is directional, the line includes an arrowhead to show the direction.

Rename Saved Search

Table of Contents

User Guide

User Guide

Adding a Relationship

Adding a Relationship