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Configure Merge Actions for Individual Relationships

Use the mApp Action context menu in the Relationship Editor within a mApp Solution to configure separate merge actions for individual relationships. You can also use the Relationship Properties window to configure merge actions for individual relationships, as well as for relationship properties.

Note: The Relationship Properties window is available in the Relationship Editor (accessed from within the Object Manager in the mApp Editor).

Good to Know:

  • If you are configuring merge actions for Business Object relationships that were previously applied as part of a Protected mApp™ Solution, the main differences are:
    • You see a shield icon next to each content-protected relationship.
    • If a Business Object relationship is content-protected, it cannot be deleted.
    • Relationships created during the installation of a Protected mApp Solution cannot be edited or deleted.
    • If you create a new relationship, you can edit and delete it.
    • See Protected mApp™ Solutions.

To configure merge actions for individual relationships:

  1. Add a Business Object to a mApp Solution using the Add Business Object to mApp Wizard.
    Note: You can also add relationships to a mApp Solution without also adding the Business Object (except for reference), but this is less common.
  2. In the Object Manager within the mApp Editor, select the Business Object from the Object tree, and then select the Edit Relationships task in the Structure area.
    Tip: You can also select RelationshipRelationship Icon in the mApp Editor toolbar to open the Relationship Editor.

    The Relationship Editor opens, displaying the relationships for the Business Object, with a mApp Action column to show which relationships you selected to overwrite and which ones you chose not to overwrite (blank in the mApp Action column) in the Add Business Object to mApp Wizard.

  3. Configure separate merge actions for individual relationships using the mApp Action context menu:
    1. Select a relationship, right-click in the mApp Action column, and then hover over mApp Action to open a context menu.
    2. Select a merge action from the context menu:
      • Make no changes to relationship: Select this option to leave the existing definition in the target system unchanged (the mApp Solution definition is not imported into the target system when the mApp Solution is applied).
      • Import relationship if not already there: Select this option to import the relationship if it does not already exist in the target system. If it already exists, the relationship won't be imported when the mApp Solution is applied.
      • Overwrite relationship: Select this option to have the mApp Solution definition overwrite the existing definition in the target system.
      • Conditionally merge relationship properties: This option is grayed out on the context menu because merging a relationship requires selecting separate merge actions for individual relationship property merge areas. This is done using the Relationships Properties window (see step 5).
      • Remove relationship from target system: Select this option to have the relationship removed from the target system.
      • Relationship is reference-only: Select this option to include the relationship in the mApp Solution for informational purposes only (the definition is not imported into the target system when the mApp Solution is applied).

      The selected action shows in the mApp Solution status column (blank if you selected Make no changes to relationship).

  4. Configure separate merge actions for individual relationships using the Relationship Properties window):
    1. Select a relationship, and then select Edit.
    2. Select the mApps page.

      Relationship Properties window showing the mApps page

    3. Define general mApp Solution properties for the relationship:
      • Include in mApp: Select this check box to include the relationship in the mApp Solution. Clear this check box to leave the existing definition in the target system unchanged (the relationship is not imported into the target system when the mApp Solution is applied).

        Note: This check box is automatically selected if you chose to overwrite some or all of the relationships when you added the Business Object to the mApp Solution (using the Add Business Object to mApp Wizard) or if you selected anything besides Make no changes to relationship in the mApp Action context menu.

      • References: Select this button to open the References window and view all of the other definitions being used by the relationship.
    4. Define options (merge actions) for how the definition will be merged into a target system:

      Note: These options are only available if Include in mApp is selected.

      • Import to target system: Select this option button to import the definition into a target system. Then, select a merge action based on whether or not the definition is already present in the target system:

        If already present: In the drop-down list, select a merge action to define how the definition is imported if it already exists in a target system:

        • Overwrite: Select this option to have the mApp Solution definition overwrite the existing definition in the target system.
        • Don't import: Select this option to leave the existing definition in the target system unchanged (the mApp Solution definition is not imported into the target system when the mApp Solution is applied).
        • Merge: Select this option to define separate merge actions for each individual area of a definition.

        If not present: In the drop-down list, select a merge action to define whether the definition is imported if it does not currently exist in the target system:

        • Import: Select this option to import the mApp Solution definition into the target system if does not already exist.
        • Don't import: Select this option to skip importing the mApp Solution definition into the target system if it does not already exist (the mApp Solution definition will not be added to the target system).
      • Remove from target system: Select this option to remove the definition from a target system.
      • For reference only: Select this radio button to include the definition in the mApp Solution for informational purposes only (the definition is not imported into the target system when the mApp Solution is applied).
      • Import/remove based on condition: Select this check box to import or remove the definition based on a condition. Then, select the Ellipsis Ellipses Button to open the mApp Conditions window and define mApp Solution conditions.

        Tip: You can also select mApp OptionsAdd to mApp Solution Button on the mApp Editor toolbar to open the mApp Options window for a relationship and define general mApp Solution properties and merge actions for the relationship. The mApp Options button shows an indicator based on the merge action you select in the mApp Solution Options window or in the Relationship Editor for a particular relationship (example: mApp Solution Options Button - Overwritefor Overwrite).

  5. Configure separate merge actions for individual relationship property merge areas:
    1. In the Options area of the Relationship Properties window, select the Import to Target System check box.
    2. Select Merge as the merge action for the relationship from the If already present drop-down list.

    3. Define individual merge actions for each merge area:

      In the Merge Areas Grid: For each merge area, select a merge action in the Merge Action column drop-down lists:

      • Overwrite: Select this option to have the merge area overwritten in the target system when the mApp Solution is applied.
      • Do not overwrite: Select this option to leave the merge area unchanged in the target system when the mApp Solution is applied.

        Tip: Select Uncheck AllUncheck All Button to set all merge areas to Do Not Overwrite. Select Select AllMultiple Selection Question Button to set all merge areas to Overwrite.

      On the remaining pages of the Properties window: Select mAppmApp Solution Merge Actions next to each of the merge areas to define merge actions for individual properties:

      1. Define merge actions for general Relationship properties.
      2. Define merge actions for Relationship link properties.
      3. Define merge actions for Relationship database options.
      4. Define merge actions for Relationship auditing properties.
      5. Define merge actions for Relationship advanced properties.
    4. Select OK.

      The Merge Area selections are reflected in the Relationship Editor.

  6. Prepare the mApp Solution for Distribution (File > Prepare mApp for Distribution), or save the mApp Solution (File > Save mApp to Disk) to continue making other changes.

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