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Relations

Definition

A relation connects two tables and defines how rows in one table reference rows in another.

Relations determine:

  • how records are linked across tables
  • the allowed number of connections between rows
  • how connected data appears in forms and lists
  • how users are allowed to create or reuse related records

A relation is defined once but has two perspectives: the source side and the target side. Each side has its own labels, API names, and linking rules.

Configuration fields

Source table

The table where the relation is defined.

Target table

The table referenced by the relation.

Relation labels

Relations define names from both sides.

Field Description
Source relation name Label used when the relation is viewed from the source table
Target relation name Label used when the relation is viewed from the target table

These names are used in forms, lists, and navigation.

API names

Relations define API identifiers for both sides.

Field Description
Source API name Identifier used when accessing the relation from the source table
Target API name Identifier used when accessing the relation from the target table

Constraints:

  • Must be lowercase
  • Allowed characters: a–z, 0–9, _
  • Cannot start with a number

Cardinality

Cardinality determines how many rows may be connected between the two tables.

Each side of the relation defines whether it links to one or to many rows.

Source type Target type Result
Source to one Target to many Many-to-one
Source to many Target to one One-to-many
Source to many Target to many Many-to-many
Source to one Target to one One-to-one

The final cardinality is determined by the combination of both sides.

Linking rules

Linking rules control how users are allowed to create or connect related rows.

Each side of the relation defines its own linking rule.

Rule Behavior
No restrictions Users may either link an existing row or create a new one
Prevent creating new rows Users may only link existing rows
Prevent linking existing rows Users may only create new rows
None The relation is hidden from this side

Linking rules are applied depending on which side of the relation the user is working from.

Hidden relations

If the linking rule is set to None, the relation is not displayed in forms when working from that side of the relation.

This is commonly used to hide technical or supporting relations and reduce interface clutter.

Cascade deletion

Cascade deletion can be enabled when the target side cardinality is "to one".

If enabled, deleting a row in the source table will also delete the connected row in the target table.

If the target table itself has cascade relations, deletions may propagate further.

Modification

The following properties can be changed after creation:

  • relation names
  • API names
  • linking rules
  • cascade deletion settings

Changes apply immediately to the system configuration.

Relations interact with several other system components.

Component Relationship
Tables Relations connect rows between tables
Columns Columns store the relation references
Classifications Classifications may evaluate relations between rows
Permissions Permissions may control access to related records
Interface Forms and lists display relations based on configuration
Integrations Relations are exposed through APIs and imports

Understand the concept