Create a Relationship Using the Relationship Wizard

The Relationship Wizard is the most convenient way to create new Relationships. When you create a Relationship using the Relationship Wizard, you define the related Business Object, Relationship type (example: 1-1,1-many), and how to connect parent and child Business Objects to each other.

To create a Relationship using the Relationship Wizard:

1. Open the Relationship Editor.
2. Click the Wizard button.
3. Select a child Business Object:
   • If you are creating a Relationship for a Major Object:
     • Select a Supporting Object to automatically create an Owns Relationship.
     • Select a Major Object to automatically create a Link Relationship.
   • If you are creating a Relationship for a Supporting Object:
     • Select a Major Object to automatically create an Owned By Relationship (the Supporting Object is owned by the selected Major Object).
4. Define Relationship cardinality (how the parent object relates to the child):
   • One-to-one: Select this radio button to allow the parent object to link to only one instance of the child object (ex: Incident Links Problem).
   • One-to-many: Select this radio button to allow the parent object to link to multiple instances of the child object (ex: Incident Owns Journals).
5. Select whether the child object should have a Relationship back to the parent.
   • Yes: Select this radio button to create a reverse Relationship from the child object to the parent object.
     Note: Selecting Yes on this page will create two Relationships (after you finish the wizard): one from the parent to the child, and one from the child to the parent. The reverse Relationship can be viewed and edited from the Relationship Editor in the child object.

   • No: Select this radio button to not create a reverse Relationship from the child object to the parent object.
6. Select how the child object relates back to the parent:
   Note: The Reverse Relationship Cardinality page only appears if you selected Yes on the Reverse Relationship page.
   • One parent: Select this radio button to allow the child object to belong to only one instance of the parent object.
   • Many parents: Select this radio button to allow the child object to belong to multiple instances of the parent object.

     Note: If you select Many Parents, and the primary Relationship is one-to-many, the child Relationship will also be one-to-many. In effect, a many-to-many Relationship exists between the two objects. Many-to-many Relationships use join tables to link Business Objects together.

7. Select how to link the parent object to the child object. This is done by having one object hold the RecID of the related object.
   Note: This page will not appear if you created a many-to-many Relationship. Many-to-many Relationships are linked using join tables.
   • For one-to-one Relationships, select one of the following options:
     • Child holds the RecID of the parent: Select this radio button to have the child object hold the ID of the parent object. This is the recommended option because it works for both one-to-one and one-to-many Relationships.
     • Parent holds the RecID of the child: Select this radio button to have the parent object hold the ID of the child object (only works for one-to-one Relationships because the parent can only hold the ID of one child). Then, select an existing Field in the drop-down, or click New to add a new Relationship Link field in the parent object.
   • For one-to-many Relationships:
     • Select the Field in the child objects to hold the RecID of the parent. You can either select an existing Field in the drop-down, or click New to add a new Relationship Link field in the child objects.
       Note: These are the default link options and are sufficient for the majority of Relationships. However, for special cases, you can use the Link page in the Relationship Properties window for additional link options.

8. Define whether to create a particular Group Member record by default when the Relationship creates a new child object record.
   Note: The Group Leader page only appears if you selected a Group Leader as the child object.
   • Yes: Select this radio button to create a particular Group Member record by default when the Relationship creates a new child object record. Then, select a Group Member in the drop-down.
   • No: Select this radio button to not create a a particular Group Member record by default when the Relationship creates a new child object record. This means that Users must select the Group Member to use when a child record is added.
9. Select whether to search the child object when a Full-Text search is run on the parent object and its related items:
   Note: This page only appears if you selected to create a reverse Relationship, and if the child object has Full-Text search enabled in its Search Results properties.
   • Yes: Select this radio button to have the child object searched when a Full-Text search on the parent object includes related items.
   • No: Select this radio button to not run a Full-Text search on the child object when a Full-Text search for the parent object includes related items.

   If you created a reverse Relationship, and the child object has Full-Text search enabled in its Search Results properties, you will also be asked whether to search the parent object when a Full-Text search is run on the child object and its related items:

   • Yes: Select this radio button to have the parent object searched when a Full-Text search on the child object includes related items.
   • No: Select this radio button to not run a Full-Text search on the parent object when the child object includes related items.
10. Provide a name and description for the Relationship. This is how the Relationship is identified in the Relationship Editor and throughout the system.
    Note: You will also be asked to provide a name and description for the reverse Relationship if you selected to create one.
11. Review the Summary page.

12. Select Finish.

    The Relationship is added to the Business Object and is displayed in the Relationship Editor.

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