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Link Records Within the Same Worksheet

In many scenarios, records within the same business object need to reference each other.
This is typically used to model hierarchical relationships, such as:

  • Manager–subordinate relationships (employees)
  • Parent–child relationships (tasks)

Example 1: Task Hierarchy​

Use a relationship field to represent parent and sub-task relationships in a Task worksheet.

Example 2: Employee Reporting Structure​

In an Employee worksheet:

  • Each employee can have one direct manager
  • Each employee can have multiple subordinates

Set up a self-referencing relationship​

The following example demonstrates how to configure parent–child relationships in a Task worksheet.

1. Add a relationship field​

  • Add a relationship field
  • Select New association
  • Choose This application → This table

2. Auto-generated relationship fields​

After configuration, two fields are created automatically:

  • Parent
  • Child

  • Parent
    Each record can reference one parent record (single relsted record)

  • Child
    Each record can reference multiple child records (multiple related records)

3. Configure field properties​

Configure each field as needed:

  • Field name
  • Display type
  • Display fields

4. Save the form​

5. Test with sample records​

Create sample records to verify the relationship setup.

6. Visualize hierarchy with an org view​

Use an org view to display hierarchical relationships between records.

Learn more about org view

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