Configuring the User Interface › How to Configure the User Interface › Custom Relationships › Manage Custom Relationships

Manage Custom Relationships

You can define and update custom relationships between two objects. In a custom relationship, one of the objects is a primary object and the other object is a secondary object.

Note: You cannot delete a custom relationship that you define and save.

Follow these steps:

1. Define a custom relationship.
   1. Click the tab and optional subtab for the object for which you want to define a custom relationship.
   2. Select CONFIGURE: ON from the search results page.
   3. Select a global configuration across all families or templates or create and save a global configuration.

      Note: You cannot define a custom relationship for a local configuration.

   4. Click Add Custom Relationship.

      The Add Custom Relationship dialog opens.

   5. Specify a name for the primary object relationship and secondary object relationship.
   6. Select the secondary object.

      Note: For assets, models, and legal documents, select a family or template or select across all types.

   7. Click Save.

      The new custom relationships are displayed under the Custom Relationship menu for the primary and secondary objects.

   8. (Optional) Add simple or reference extended fields to the custom relationship.
2. Update a custom relationship.
   1. Click the tab and optional subtab for the object for which you want to update a custom relationship.
   2. Select CONFIGURE: ON from the search results page.
   3. Select a global configuration across all families or templates.
   4. Select the relationship under the Custom Relationship menu.
   5. Modify the information for the custom relationship and click Save.