Create a Relationship Definition

The relationship definitions that you create between entity families determine which records can be linked to one another. For example, if you create a relationship definition that relates the Pump family to the Work Order family, then Pump records can be linked to Work Order records.

Steps

Access the Relationship Definition section.
Select to add predecessor and successor families.

The Manage Relationship Definition window appears.
In the Predecessor(s) box, select the predecessor family from the list.

The selected families appear in the Predecessor(s) box.

Note: You can choose to include all the subfamilies of a family by selecting the Apply to Predecessor Sub-Family check box.
In the Successor(s) box, select the successor family from the list.

The selected families appear in the Successor(s) box.
Select the check box for the appropriate cardinality.
Select Add.

The selected successor and predecessor families appear in the grid.
Select .

A confirmation message appears, indicating that the relationship definition created for a Relationship family is saved.