Create a Relationship Between Entities

About this task

You cannot use a baseline entity or a pivot entity as a source entity. You can, however, use it as a target entity.

Procedure

  1. From the main navigation menu, select ENTITIES.
    The ENTITIES workspace appears.

  2. Optional: Select the check boxes of the entities for which you want to create a relationship.
  3. Select DESIGNER.
    The DESIGNER section appears, displaying all the entities created in the site. If, however, you have selected entities in the previous step, only the selected entities appear. If a relationship exists between two entities, a line connecting them appears.

    Tip: You can arrange the entities in an order, minimize all entities, maximize all entities, or maximize only the entities in a relationship by selecting Auto Arrange, Minimize All, Maximize All, or Maximize linked Entities respectively.
  4. Next to each entity for which you want to create a relationship, select .
    A list of fields in each entity appears.
  5. Select Add Relationship, and then select a field from the source entity and then the target entity.
    A relationship is created between the entities. A line connecting both the entities appears.