Configure Relations in the WorkPoint 365 Administration
- In your WorkPoint365 click the cog icon in the upper right area and choose “WorkPoint Administration”.
- When on the WorkPoint365 administration page, click the “Relations” button in the left navigation menu.
- On the “Relation settings” page there are two tables: One for “Relation types” and one for “Relationtype pairs”
- 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.
- 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)
- When satisfied with the setup, press the “Save settings” button below the “Relationtype pairs” table.
Configure the Tabview - Show the relations
- On the WorkPoint365 administration page, click the desired business module to get its dropdown menu.
- Under “Advanced Settings” click on the “Tab View settings” button.
- Name your new tab
- Select the “Relation” type from the “Type” select drop-down.
- 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)
- 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.
- Save your settings.
- 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.
- Fill out the relation type for the entity on the left and right.
- 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.
- Press the "Find target" button to continue.
- 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)
- 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.
- 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"
- If you wish to create the relation press “Select and review”.
- 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.
- Add a responsible user for this relation, per default set to the user who is creating the relation. Can also be left empty.
- 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”)