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The Relations manager

Screen guide6 minExpert

Before you start

The Relations manager lists every relation that starts from a module and lets you add, edit and delete them. Open it from Modules: choose the module card’s menu, then Relations. The page is titled Relations Manager.

The Relations Manager with Contracts chosen. The menu bar shows Add Relation, Show Details and Show Diagram, and the list shows each relation with its detail module and fields.
    Back to Modules returns to the module cards.
    Choose Module picks the master module whose relations you see.
    Add Relation opens the panel for a new relation.
    Show Details is the list. Show Diagram draws the modules as a tree.
    Each relation has an edit and a delete icon.

What does the list show?

Section titled “What does the list show?”

Pick a module under Choose Module. The list shows the relations where that module is the master.

ColumnWhat it shows
Detail ModuleThe module the link points to
Master FieldThe field of your module that holds the link
Detail FieldThe field of the detail module it matches, normally its key field
View FieldThe detail field shown wherever the relation appears

Click the pencil to edit a relation. Click the bin to delete one. Beezr asks “Are you sure you want to delete this relation?” and you answer Yes or No.

Show Diagram draws the chosen module at the left, the modules it relates to next, and the modules those relate to after them.

How do I add a relation here?

Section titled “How do I add a relation here?”
  1. Choose the master module under Choose Module.
  2. Click Add Relation. The Add Relation panel opens on the right.
  3. Choose the Detail Module.
  4. Choose the Master Field, the field of your module that holds the link.
  5. Choose the Detail Field, the field it matches, usually the key field.
  6. Choose the View Field, the detail field to show.
  7. Optional: type a View Alias. Give it a distinct name, such as vendor_name, when two relations show a field with the same name.
  8. Choose the Relation Type: One to One or One to Many.
  9. Click Save, then close the panel and check the list.

Relations: how modules connect explains what each type adds. To create a relation together with its Relation field, use Add a relation on the Fields page.

Check yourself

In the Relations manager, which module do you pick under Choose Module?
Show the answer

The master module, the one that holds the link. The page lists the relations whose master is the module you choose.

Karim wants One to Many. Where does he choose it?
Show the answer

In the Relation Type list of the Add Relation panel. The Add Relation panel of the Relations manager offers One to One and One to Many.

What's next

Add a relationLink a module to another module from the Fields page, so each record can point to a record in the other module.Add related tabsChoose which related records show as tabs under a record, put them in order, and add tabs of your own with notes, tables and buttons.

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