Skip to main content

Relate Records Within Current Worksheet

Sometimes, relationships exist within the same type of business object. For example:

  • Employee relationships: Supervisor and subordinate relationships between employees.

  • Administrative divisions: Hierarchical relationships between provinces, cities, and counties.

  • Task management: Relationships between parent tasks and subtasks.

Example 1

In a task worksheet, display the relationships between parent tasks and subtasks.

Example 2

In an employee worksheet, display the supervisor and subordinate relationships between employees.

How to relate records in the current worksheet ​

Let’s take a closer look at Example 1:

  1. Add the [Relationship] control > New association > Select this application > Select this table.

  2. After this step, the newly added "Relationship" control will split into two controls: Parent and Child.

  • Parent: Refers to the parent task. A task can only be related with one parent task, so the relationship quantity is single row.

  • Child: Refers to subtasks. A task can have multiple subtasks, so the relationship quantity is multiple row.

  1. Configure the Parent and Child relationship fields:

    Set the title, display mode, display field, etc.

  2. Save the form settings.

  3. Add records to test.

  4. Create an Org view to show the relationships between parent tasks and subtasks.

    Detailed configuration of the Org view