How to record related objects

When objects are related in a parent / child relationship, you record this on the Relationship tab using the Is Parent? / Child fields.

If the relationship between two or more objects is less hierarchical but nonetheless worth recording, for instance:

  • A eucalyptus tree and the koala.
  • A parasite that is associated with a specific tree.
  • Paintings by the same artist.

you can use the Related Objects fields on the Relationships tab to record the relationship.

How to record related objects

  1. Search for or add a record for an object.

    In this example we record a relationship between paintings by Thomas Gainsborough.

  2. Select the Relationships tab:

    Relationships

  3. Select or add a relationship in the Relationship Lookup ListClosedAlso known as a Pick List or Authority List, a Lookup List is a list of the values that have either been used or are suggested for use in a field. Rather than keying a value into the field, it is possible to pick a value from the Lookup List; the selected value will populate the field. (Artist in this example):

    Relationships

  4. Attach the related record to the Record: (Related Objects) attachmentClosedAn attachment is a link between a record in one module and a record in the same or another module. field.

    Note: There are several ways you can attach two records (including drag and drop). You can, of course, attach more than one record at a time by selecting multiple records and dragging them, or the Drag Selected Records icon , to the attachment field.

    The Summary DataClosedEvery record has a Summary Data field. Summary Data is a combination of key data in a record (taken from one or more fields). In Details View the current record's Summary Data displays beneath the Ribbon. A target record's Summary Data displays in an attachment field when an attachment has been made. Which field or combination of fields in a module is used to make up Summary Data can be specified by each institution (and implemented by Axiell developers). of the related object is copied into the Record: (Related Objects) field and the objects are now related:

    Relationships

  5. Save the record.

If we view the record for the object we have just attached (we'll call it Record 2), we see that the primaryClosedAn attachment is made from one record to another. The record from which the attachment is initiated is the Primary record; the record that is attached is called the Target. record (the record from which the attachment was made) is listed in the Objects Related to Me table:

Relationships

Be aware that if we now attach the first record to another record (we'll call it Record 3) for a painting by Gainsborough:

Related Objects

this relationship WILL NOT be recorded automatically in Record 2 and its Objects Related to Me table will still only show one related record. If the relationship between Record 2 and 3 is worth recording, you could of course now record that relationship using this same method.

Tip: If the objects can be related in a hierarchical relationship, it is preferable to relate them using a parent / child relationship because the Parts function will automatically relate all objects in the same hierarchy together in the Parts tab.