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WorkPoint Automate - Relation form

Article published on the 30th of January, 2023.

The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.

The Relation form step is used to create meta data for one or more relations, which can then be created in the system using a Create relation step.

You can read more about relations in this article.

The step displays a form in which you can define relation types, which entities to relate to one another, relation period, and more.

The following image shows an example of a process including the Relation form step:

WorkPoint Process Builder - Google Chrome

The following image shows the settings for the Relation form step:

The following image shows an example of the form in use in a process:

Step parameters

Parameter name Type Required Description
Options
Business module String Yes Use this field to define the business module of the entity on which you want to set up a relation.
Business module entity Integer Yes Use this field to define the ID of the entity on which you want to set up a relation.
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