Relation types

The application can set distinct relations between nodes (documents, folders, emails, records). Relation type definitions are set in relation types.

There are three types of relations:

• Bidirectional
• Parent-child
• Many-to-many

Relation types are shown in a table structure.

Type Title Title parent-to-child Title child-to-parent

Types

Bidirectional

This relation is always set between two nodes.

A is linked to B just as B is linked to A. The relation that links both elements is the same.

Tip

An example of this relation type is the “Language translation” relation. A is a translation of B, just as B is a translation of A.

NODE A -—––> <–––– NODE B

Parent - child

This relelation is always set between two nodes.

A is linked to B and B is linked to A, but the relation that links both elements is different.

Tip

An example of this relation type is the “Invoice - Quote” relation. B is an invoice of A. A is a quote of B.

QUOTE A -—––> <–––– INVOICE B

Many-to-many

This relation is set between two or more nodes.

All nodes are linked to one another.

Tip

An example of this relation type is “Stapling”. A, B, C, etc. are stapled.

Create a relation

• At the top right, click on  New relation type icon.
• Choose one type ( bidirectional, parent-child or many-to_many).
• Fill in the fields.
• Click on the Create button.

Note

For the bidirectional type, you need to fill in the “Title” field.

For the parent-child type, you need to fill in the fields “Title parent-to-child” and “Title child-to-parent”.

For the many-to-many type, you need to fill in the “Title” field.

Edit a relation

• Click on  Edit a relation icon.
• Modify the fields.
• Click on the Edit button.

Delete a relation

Caution

Only relations that are not used can be deleted. If some nodes are using that relation type, then the relation cannot be deleted.

• Click on  Delete a relation icon.
• Click on the Delete button.