Guides

Relationship Subsystem

The Relationship Subsystem allows users to create many-to-many links between records across modules. These connections enhance context, support AI features, and improve data modeling across the platform.

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Add a Relationship

  1. Open a record and select Relationships under the Subsystem section.
  2. Click Create New.
  3. Select the Related Module and search for the target record.
  4. Add a Description to define the relationship context.
  5. Click Save.

Manage Relationships

  • View: Click the magnifying glass icon to view the related record.
  • Delete: Select a record and click the trash icon to remove the relationship.
  • Bulk Edit: Use the Excel-like grid to update descriptions for multiple relationships.

There is no limit to the number of relationships per record. Relationships appear in both linked records automatically.

Updated over 1 year ago

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