Define General Properties for a Relationship

Use the General page in the Relationship Properties window to define the following general properties for a Relationship:

• Name and description.
• Relationship type.
• Relationship cardinality: Whether an object can be related to one or many items.
• Child/parent object in the Relationship.
• Additional options: Relationship uses, reverse Relationships, and Full-Text searching options.
  Note: The Relationship Properties window is available in the Relationship Editor (accessed from within a Blueprint in CSM Administrator).

To define general properties for a Relationship:

1. Open the Relationship Properties window:
   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, showing 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.

   3. Click Add to add a new Relationship, or Edit to edit an existing Relationship.
2. Click the General page.
3. Define general information for the Relationship:
   1. Name: Provide a display name to use within CSM.
   2. (Optional) Description: Provide a description to use within CSM.
4. Select a Relationship Type:
   • For Major Objects:
     • Link: Select this radio button to make the Relationship a Link Relationship. A Link Relationship means that the child Business Object can exist without the parent. Typically, Major Objects are the child objects in Link Relationships (ex: Incident Links Customer, Change Request Links Problem).
     • Owns: Select this radio button to make the Relationship an Owns Relationship. An Owns Relationship means that the parent object owns the child object (the child object exists only as long as the parent does). Typically, Major Objects are the parent objects and Supporting Objects are the child objects (ex: Incident Owns Journals, Knowledge Article Owns Approvals).
   • For Supporting Objects:
     • Owned By: This is automatically selected when you create a Relationship for a Supporting Object. An Owned By Relationship means that the Supporting Object (the child) is owned by a Major Object (the parent), and the child object exists only as long as the parent does.
5. Select the Number of Related Items:
   • One: Select this radio button to allow the parent object to be related to only one instance of the child object (ex: Incident Links Customer).
   • Many: Select this radio button to allow the parent object to be related to multiple instances of the child object (ex: Incident Owns Journals).
6. Select the child/parent of the Relationship:
   • Child/parent: In the drop-down, select a child/parent object:
     • For a Link Relationship: Select a Major, Supporting, or Lookup Object to be the child object. Typically, Major Objects are the children in Link Relationships.
     • For an Owns Relationship: Select a Supporting or Lookup Object to be the child object.
     • For an Owned By Relationship: Select a Major, Supporting, or Lookup Object to be the parent object. Typically, Major Objects are the parents in Owned By Relationships.
   • Default Group Member: If you selected a Group Leader as the child object, select a Group Member to create by default when the Relationship creates a new child object record.
7. Define additional options for the Relationship:
   • Relationship Has Different Uses: Select this check box to qualify the way the Relationship can be used. Then, select the Field that holds the uses. For example, a Relationship could be used to associate multiple addresses with a Customer (using a field that holds the multiple addresses, or uses: home, business, etc.).
   • Reverse Relationship: Select this check box to select a reverse Relationship (from the child object back to the parent object).

     Note: The reverse Relationship must already exist in order for you to select it here. The easiest way to create a reverse Relationships is through the Relationship Wizard, which allows you to create the primary (parent to child) as well as the reverse (child to parent) Relationship. You can also create a reverse Relationship using the Relationship Properties window for the child object.

   • When searching (parent) include (child) in Full-Text search: Select this check box to have the child object searched when a Full-Text search on the parent object includes related items.

     Note: This check box is available only if the parent and child objects have Full-Text search enabled in their search results properties (defined on the Search Results page of the Business Object Properties window). If you select this check box, the CSM Desktop Client Quick Search Pane for the parent object will display a button that allows the child to be searched as well.

8. Select OK.

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