Relationship Types

Use this function to define the relationship between a source and target.

1. In the main window, click Admin > SACM > Relationship Types. The Relationship Types window displays.

1. From the Select Actions drop-down list, choose an action: New Relationship Type.
2. Enter the Primary Name to define the relationship from the Source to the Target.
3. Enter the Reverse Name to define the relationship from the Target to the Source.
4. Select a Color to represent the relationship between the Source and the Target and vice versa.
5. Check if the UserType Relation should be applied.
6. Select a Line Stroke.
7. Click Add.
  Not all functions include an option to edit record line items shown in the main window.
1. Navigate to the window containing the record to edit.
2. Click the line containing the record. The applicable window or dialog box displays.
3. Make the necessary modifications.
4. Click Save or Add, as applicable.
  Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion.
1. Click the line that contains the item to delete.
2. From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, take the appropriate action (for example, click OK or Continue).

 

Other Functions and Page Elements

Records per Page
Auto Refresh
Personalize Columns
Saved Filters