Creating Relations
Say in your database you created a table called Projects comprising information about projects and the Clients table where clients’ profiles are stored. Every project is ordered by a client; some clients order many projects or make repeat orders. To link the Projects and Clients, create a relation between these tables.
To create a new relation:
Click the Setup
link in the top right corner of the window.
Select a table you need.
From the setup menu select Tables
> Manage relations
between tables.
Click the New
button on the Relations
form.
Select the tables to set relations between; click the Next
button:
Select the type of a new relation; click the Next
button:
Specify properties of master-detail relationship between selected tables:
The options are described below:
Option | Description |
---|---|
Name | Enter a name that will identify relationship between two tables. |
Master Table options: | |
Table | This field displays the master table name. |
Key Column | Here the master table key column is displayed |
Proxy Column | Use the Proxy Column to specify that another field containing more accurate description should look and act like the reference field when you view a record data on the View Form . |
Record Picker | The Record Picker section defines how the master table records will be organized for the reference column of the details table: |
Detail Table options: | |
Table | This field displays the detail table name. |
Reference Column | Select the name of the Reference column. A reference column is a column in the detail table containing a link (a reference) to a master table record. |
Details View | Select a view in the Details View list to see records from the detail table below the master table view form (for more information, see the Displaying Details section). |
Alternative Name | In the Alternate Name field enter an alternative name for detail table records block (for more information, read the Displaying Details section). |
If a relation between tables is deleted, the reference column will still be present in the detail table. You can delete this column from the column listing, just select
Columns
>Customize existing columns
link.