Follow

Relation model

Configure Relations in the WorkPoint 365 Administration

Configure Relations in the WorkPoint 365 Administration
  1. In your WorkPoint365 click the cog icon in the upper right area and choose “WorkPoint Administration”.
  1. When on the WorkPoint365 administration page, click the “Relations” button in the left navigation menu.
  1. On the “Relation settings” page there are two tables: One for “Relation types” and one for “Relationtype pairs”
  2. Add the relation types that you might use. An example of a relation type could be “Lawyer”, “Client” or perhaps “Partner”. Relation types added in the left table will automatically be available for use when you add a “Relationtype pair” in the right table.
  3. Add some relation type pairs based on the relation types you just added. These relationtype pairs define the kind of relationships that can be formed between business module entities (eg. Companies, Projects or others)
  4. When satisfied with the setup, press the “Save settings” button below the “Relationtype pairs” table.

Configure the Mytools menu - How to let users add relations

  1. When on the WorkPoint365 administration page, click the “My Tools” button in the left navigation menu
  1. Select the business module you want to add buttons to, by using the “Select instance” select menu.
  2. Press the “Add button” button for your desired group (“Actions” and “New” are default groups, but others can be added by the “Add group” button).
  1. Enter a title for the new button.
  2. Choose an icon for the new button. (see picture below)
  3. Select “Add relation” for the type of the button.
  4. Select a "Target business module". A preset target business module will preselect what business module to use for the search when this button is pressed in the “MyTools” menu and the wizard is being run. The user creating a relation can of course overrule this.
  5. Select a "Relationtype A". A preset relation type (be it “Partner”, “Lawyer” or others) can be selected for the relation, the “Relationtype A” is the type of relation associated with the soruce business module entity (“Company”, “Project” and so forth) that the relation is being created from. Eg. the site from where, the user clicks this button, in the “My Tools” menu. The user creating the actual relation can of course overrule preset relation types.
  6. Select a "Relationtype B". This defines if a relation type for the target business module entity (“Company”, “Project” and so forth) should be preset when pushing this button. “Relationtype B” will only allow users to set a relation type here that exists in a “Relation type pair” (see ”Relations  Types and pairs” section above). The user creating the actual relation can of course overrule preset relation types.
  7. Select a "Filter field" (Optional) For ease of use, a preset search for the target business module entity can be configured for the relation wizard. If the “Fitler field” and “Filter value” are supplied, an automatic search will take place when creating a new relation, and the results will let a user quickly find the target of the relation.The “Filter field” requires that a “Target business module” is selected. The fields loaded in the “Filter field” drop-down menu, are provided by filling out the “Duplicate check” settings for a business module.
  8. Select a "Filter value" (Optional) Once supplied with a “Filter field”, a value can be entered in the “Filter value” input box. If, for instance, a “zip code” field has been selected in “Filter field”, a user can then input a valid zipcode in the “Filter value” field. When this button is pressed in the “MyTools” menu and the wizard is run, the search will then take place and search for target entities matching a zip code with the provided value.
  9. Save your settings.

Configure the Tabview - Show the relations

  1. On the WorkPoint365 administration page, click the desired business module to get its dropdown menu.
  2. Under “Advanced Settings” click on the “Tab View settings” button.
  1. Name your new tab
  2. Select the “Relation” type from the “Type” select drop-down.
  3. Select the relation types you wish to see in the tab using the “Relationtype” multi-select menu (Select more by holding down the “Ctrl” key while selecting relation types)
  4. Check “Include inactive relations” if you want to show relations that are not active anymore. Note that it is possible to add more relation tabs with different relation type options.
  5. Save your settings.

Using Relations

Using Relations
  1. To create a relation, navigate to the entity you want create a relation from and press your new relation button in the "My Tools" menu. This will launch the “Relation wizard” and prompt you according to the settings of your “My Tools” button.
  1. Fill out the relation type for the entity on the left and right.
  2. Fill out the business module selector. If the settings for this “My Tools” button has specified either relation type or target business module, these will be filled out automatically. If both relation types and  business module is supplied, the wizard will automatically open up in the “Find target” step.
  3. Press the "Find target" button to continue.
  1. On the “Find target” step, enter search strings in the supplied fields to find the company (in this case) you wish to create the relation to. Per default, only a title field will be available for searching. The start of each input field shows what kind of search this field will provide (“Contains”, “Exact”, “Starts with”). Note: If “Duplicate check” is enabled for the business module in question, the search, and search fields, will be configured to match these. Now you have the following options: (Steps 2 - 4)
  2. If no business module entity can be found, you have the option of creating a new entity by clicking “Create …”, which will take you to the next step.
  3. If you have found an entity and want to edit it before creating the relation select the entity from the list and click on "Select and edit"
  4. If you wish to create the relation press “Select and review”.
  1. Optionally add start / end dates and description to the relation, information that can be viewed when seeing the relation in the tab view web part. If start / end date is supplied, the relation will only be shown in the tab web part if todays date falls in between these two dates. The relation will also be shown if the user checks “Show inactive relations” in the tab web part settings.
  2. Add a responsible user for this relation, per default set to the user who is creating the relation. Can also be left empty.
  3. When satisfied with the information, click “Save relation” in the bottom right corner of the wizard, and the relation will be created in a matter of seconds. The relation will now be shown in appropriate tab web parts for the two entities in question (in this case: “Circuit Cycles” and “Chicago Rent-All”)

Result

When you have added your relation between two entities, and added the relations in the tab view webpart, the result will look like this.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    Heine Havmand-Andreassen (Delegate)

    Please show the result of setting up the relation.