Relations define the tables that are linked as child objects to a Main Object. A main object can have several child objects. For example Account ( Main object ) can have several child objects linked to it such as Notes, Contacts, tickets etc.
On Setup menu click on Relations under Project setup.Use the Parent list to select which Main Object’s Sub Objects are displayed, and use the Child list to select which Sub Objects are displayed on the Sub Objects list.
The following columns of information are displayed for each item on the list.
|ID||ID is the Identification Number.|
|Parent||Parent is the name of the Main Object.|
|Child||The Child column displays the Sub Object that will be available as a link to the Parent Object.|
|Child Label||The Child Label column indicates the name that is displayed for the Child Object. You can edit this column and change the display name.|
|View Form||Displays the specific form that you would like to make available when an action is executed on the specified child object.|
|Group Name||Displays the user groups that can access the sub object.|
|Flags||Displays the values (Add, Auto Expand, Edit, Search, Show Notes, and Unlink) that you would like to be made available for the respective child object.|
- Click New to create a New relation
- Click Edit to make changes to an existing relation.
- Click Copy to make copy of the child object
- Click Map to map Parent and Child fields to the Relation.
- Click Delete to delete a Relation
Creating a New Relation
Clicking on the Relations screen displays the New Relation screen, shown below. Follow the steps below to create a new Relation.
- Select the Parent Object to associate the new Sub Object from the Parent Object
- Select the Child Object to link to the Parent Object selected in Step 1 from the Child Object
- Enter the name to be displayed for the new Sub Object in the Child Label text field.
- Select the View Form from the dropdown menu that you would like to make available when an action is executed on the specified child object.
- Select the group you want to put the child object in from the Group Name list
- You can flag the relation as Add, Search or Unlink from the Flags popup window.
- Click Save to create the Relation.
- Click on to exit this screen without creating a new Relation.
New Relations Screen
Modify a Relation
Click to make changes to an existing Relation. The Modify Relation screen, shown below is displayed. Where you can make changes to an existing Relation. Follow the steps described in the
Creating a New Relation section of the document to perform any modifications to an existing Sub
Modify Relations Screen
Click Copy to make a copy of an existing Relation. The Copy Sub Object screen, shown below is displayed, where you can make a copy of an existing Relation. Follow the steps described in the
Creating a New Relation section of the document to copy an existing Sub Object and save it.
Copy Relations Screen
Map Parent and Child Fields
Click Map for a Relation on the Relation list to map parent and child fields for an existing Relation, as shown below. This allows you to map fields to Auto Fill Sub Object fields from a parent record. Follow the steps below to work with the Map Parent and Child Fields screen.
Auto Fill Sub Object Screen
- Select a Parent Object from the Parent object
- Select a Child Object from the Child object
- Set your field mapping by selecting Fields from the Parent Object and Child Object lists and clicking=>).
- Click on for a Mapped Field Pair on the Mapped Fields list to make it the Default.
- To Add field select a Parent Object from the Parent object list and a Child Object from the Child object list then click on .
- Remove Fields from the Mapped Fields list by highlighting them on the list and clicking to remove them one by one or click to remove them all at once.
- Click to save your changes to the system.
- Click to exit this screen without creating any Field Mapping for the Sub Object.
Click Delete for a line on the Relation list to remove a Relation from SF CRM. If there are records linking the Sub Object to a Main Object in SF CRM’s link table, those records will all need to be unlinked or the Unable to Delete Relation will be displayed. Unlink all records to try deleting the Relation again the window shown below will be displayed.
- Click OK to Delete the Relation.
- Click Cancel to cancel deletion.
Clicking OK displays the message below. Check Prevent this page from creating additional dialog checkbox and click on OK to delete the Relation.
Delete Relation message Box