How to create Record Context relationships

Aaron Rendell
Aaron Rendell

Within this article we will cover how you create relationships across configurations.

If you have any questions or issues with the configuration pleasesubmit a ticketto our support team. 

Creating relationships

  1. Navigate to the Filer admin centre then select ‘Configuration’ from the left-hand menu.

 

  1. You will then see a pop up and from here select the configuration that you want to manage.

 

  1. You will notice the interface will change now to show the configuration that you are currently managing in the top right-hand corner of the page.

 

  1. From here select ‘Relationships’ from the tabs under Configuration

 

  1. You will then be presented with the following screen, from here select ‘Create’.

 

  1. From this menu you can now start to setup a relationship, you will be able to select a piece of metadata from the current configuration and you will then be able to select one of your other configurations and a piece of metadata pulled from that configuration. Once you have selected the desired options select ‘Save’ and this will create the relationship.

 

Once created you can select the ellipses against the relationship to either edit it or delete it.