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Relations

Relations let you connect items between modules, creating parent/child relationships and enabling linked workflows.

When to Use​

Use relations when you want to link items (e.g., customers to tasks) or create dependencies between modules.

How It Works​

  • Define relations in module settings ("Relations" tab).
  • Choose parent/child direction and specify which item types are valid.
  • Use type selectors to create distinct or intra-module relations.

Usage Example​

Suppose you want to relate tasks to customers:

{
  "relation": {
    "name": "Customer-Task",
    "module": "Tasks",
    "relationType": "1:n",
    "parent": "Customer",
    "child": "Task"
  }
}

Options/Parameters​

  • Name: Name for the relation
  • Module: Module to relate
  • Relation: Parent or Child
  • Valid for types: Restrict to certain item types
  • Relation type: 1:1 or 1:n