Relation

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Overview

Relation links records together. Use it to model the connections in your data: a Deal has one Account; a Contact belongs to one Account; a Ticket can be linked to many Contacts. Relation supports four shapes:

• One-to-many: many child records point at one parent.
• Many-to-many: both sides can have many of the other.
• One-to-one: paired records.
• Self-referential: records of the same object link to each other (parent ticket → sub-tickets).

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Configuration

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What it stores

A link to one record, or to several when many are allowed.

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Filtering

Is, is not, is any of, is none of, count equals, count greater than, is empty, is not empty.

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Examples

Deal → Account; Conversation → Contact; Ticket → parent Ticket (self-referential).

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See also

• Select: for closed option sets.
• User: for assignment-style relations.