Article last updated on the 26th of September, 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:
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:
|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.|
|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.|