WorkPoint Automate - Relation form – Welcome! How can we help?

Article last updated on the 11^th of December, 2024.

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:

The following image shows the settings in the Options tab for the Relation form step:

And the following image shows the settings in the Properties tab:

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.
Properties
Default start date	String	No	Use this field to select a default start date for each relation card in the relations form. You can e.g., use the adaptive expression "utcNow()" to insert the current date and time.
Default responsible	String	No	Use this field to select a default responsible for each relation card in the relations form. You can e.g., select the current user from the context.
Allowed business modules	Array	No	Use this field to specify from which business module(s) target entities should be selectable. The end user can only select target entities from these business modules. If you want to supply a business module using My Tools parameters, be sure to pass the business module ID as an array, for example by using the adaptive expression createArray(Parameters.BM). If instead you want to pass in multiple business modules into this field using a My Tools button parameter, you must insert all business module IDs in the parameter, separated by commas. You can then use an expression like this: split(Parameters.BM, ",").