Create Relationships

Create relationship actions are used to create new relationship records from one record to another in whichever relationship table is specified.


Create relationship actions are used whenever a relationship record should be created automatically without user input, or whenever the user-input information was already obtained beforehand.

Actions can be attached to a create relationship action on either the green global automation trigger or the yellow local trigger. Actions on the global trigger will run anytime a relationship record is updated in this relationship rable throughout the application, so an evaluation is necessary to ensure that it's only triggered on create operations. Actions on the local trigger will run during this create relationship action only, so no evaluation is required. These Actions trigger on the relationship record itself; the builder has the opportunity to retrieve data from either side of the relationship record, or the relationship record itself during these Actions.

Example: The most common use of a create relationship action is on a link field in the mass action area of a list form on a page which a link on a list form showing related records launched. Suppose a page about an Account, has a list of related Contacts. A builder might create a link field on the list form to launch a page containing a list of all Contacts, and having a “Relate” button in the mass action area of the list form so a User can choose a new Contact to relate to the account. To make this button function properly, edit the actions for the “Relate” button, and attach a create relation action to the “Link is Clicked” automation trigger. Leave the context of the first query as inherited, set the second to start from the link parent, and then select the contact to account relationship table.


Specify Records to relate together

When this action runs, it will create relationship records between all possible combinations of the records from the first query and the records from the second query.

Specify Relationship Table

Select which relationship table to create a relationship record in between the records found by the two queries above.

Disable associated Relationship Actions

Check this box to disable all actions associated with the relationship table the relationship is getting created in. Actions locally associated with this create relationship action will still run.

Describe this action

Useful as a comment, this description will overwrite the automatically generated description in the Action Manager.

Queue this action and children

When an action is queued, the subsequent actions continue to process without it. Meanwhile, the queued action and its children process separately. Queue actions that you don't want a user to wait for.

action type - create relationships.txt · Last modified: 2016/09/14 18:19 (external edit)
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