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WorkPoint Automate - Create relations

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 "Create relations" step is responsible for creating relations between two entities based on meta data from a Relation form step.

The output from a Relation form step can be used as step input for the Create relations step. Alternatively, relation data can be configured directly on the Create relations step to create relations without the need of a Relation form. This is useful e.g., if the relation to create is always a static configuration.

WorkPoint Process Builder - Google Chrome

The following image shows the settings for the Create relations step:

Step parameters

Parameter name Type Required Description
Relations
Title String Yes Use this field to set a title for the relation. This will be shown in Relation webparts displaying this relation.
Source relation type String Yes Use this field to set a relation type for the source entity.
Target relation type String Yes Use this field to set a relation type for the target entity.
Responsible User No Use this field to set a user from your Azure Active Directory as responsible for the relation.
Start date Date/Time Yes Use this field to set a start date for the relation.
End date Date/Time No Use this field to set an end date for the relation. Can be left blank to create an open-ended relation.
Description String No Use this field to set a description for the relation, e.g., to describe the nature of the relation.
Business module Id String Yes Use this field to set the id of the business module of the target entity.
Entity Id String Yes Use this field to set the id of the target entity.
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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