Relationship Properties

Relationship Properties

First Entity Selection

  1. Start by selecting the first drop-down. This is always the Entity Type
  2. Name the Relationship
  3. Inherit Custom Fields For Search:
    • If a User searches using an Entity Type, but that particular Custom Field is only associated with a particular Document Type, the results will return the Entity.

Second Entity/Document Selection

  1. Select the Document you want the relationship with
  2. Give it a Bi-Directional name
  3. There is an Option to apply Inherit Custom Fields For Search
  4. Click Add

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