Relation types

The application can set distinct relations between nodes (documents, folders, mails, records). In relation types the relation type definitions are set.

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 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, as B is a translation of A.

NODE A -—––> <–––– NODE B

Parent - child

This relation 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 “Invoice - Quote”. 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

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

Note

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

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

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

Edit a relation

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