Changing the Relationship of a Record
In OneData, you can change the relationship between records, for example, to change the parent object for a child object, or establish a many-to-many (network recursive) relationship.
Objects configured to use tree view display related parent-child records in a nested tree structure. advanced parent-child view, however, related records display in a flat table view so that the hierarchy is not visually presented. You can edit the record’s relationship to other records for an object defined in either view, however, the tree view provides drag-and-drop functionality for modifying relationships. To modify the record of a conceptual object defined in advanced parent-child view, see
Editing Records.
It is important to note that the drag-and-drop feature for moving records works differently depending on the conceptual object type:
In self recursive objects, because they are one-to-many relationships, moving a record to a different node within the hierarchy
modifies the selected record.
In network recursive objects, because they are many-to-many relationships, moving a record to a different node within the hierarchy,
creates a copy of the selected record and establishes an additional relationship. The existing record is not updated and the previous relationship is retained.
Use the following procedure to modify record relationships for self recursive and network recursive conceptual objects defined to display in tree view.
To establish a new record relationship
1. On the Menu toolbar, click Manage > Manage Data.
2. Display the records associated with the object, doing one of the following:
Click the
Values tab to display all the records associated with the object.
Enter filtering criteria to display only records that match specific values or use a saved filter by selecting it from the
Select a Filter list. Click
Next.
Note: Click Save Filter to save this filter for future use.
3. Navigate to the record you want to edit in the left panel and select it.
4. Drag the record to the new location within the hierarchy.
In self recursive objects, the record is updated with the new relationship.
In network recursive objects, the existing record is retained and a new record is created with the new relationship.