Relationships between records

A Relationship in Syncek is an attribute that links records of two objects in both directions. Set a contact's Account and that account lists the contact under Contacts, because the two fields are the two sides of one relationship. Creating a relationship always creates both sides, one attribute on each object, so a link made from either record shows on the other.

Creating one

Settings, then Data, then Objects, pick the object, open Attributes and click New Attribute. Choose Relationship as the Attribute type, then fill in:

• Related Object, the object on the other side.
• Relationship type: Many to One, One to Many, One to One or Many to Many, read from the object you started on. A contact has one account and an account has many contacts, so from Contacts that link is Many to One.
• Target attribute, the name of the attribute Syncek creates on the related object, pointing back.

The related object and the type cannot be changed later, only the names and descriptions. Deleting either side deletes both, with every link between them.

Linking records

Click the attribute on a record page, or its cell in a table, and search.

• Where a record can link to only one other (Many to One, One to One), pick it. Pick it again to clear the link.
• Where it can link to many (One to Many, Many to Many), each record has a checkbox, and every click links or unlinks straight away.
• On a One to Many side, linking a record that already belongs elsewhere moves it: add a contact to a second account's Contacts and it leaves the first.
• On a new record, the side that holds many can be filled only once the record is saved.

Linked records as a tab

An account's Team tab lists its contacts with their job title, department, email and phone. To add a tab like it, open a record, then More options, Configure page, Add tab and Relationships, and pick the attribute. You can rename the tab and choose up to five columns before you Save. Only a side that holds many can become a tab, and a tab lists the first 50 records.

Reference or Relationship

A Reference points one way. The record holding it shows the link, the record it points at does not list it back, and a Reference can point at records of several objects. Choose a Relationship when both records should show the link.

Which records belong together is a question about how you manage company contacts before it is a setting. Links can also be made during an import, see Linking records on import.