Relating WorkView Objects to WorkView Objects - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

The following pertains to relating WorkView objects to WorkView Objects.

Note:

Calculated attributes are not supported in this portfolio type.

When both the Content Type and Related Content Type are set to WorkView Objects, the following page is displayed:

The next steps to take differ depending on whether By Filter, By Related Object, or By Object ID is selected.

By Filter

When By Filter is selected, the following screen is displayed.

1. Select the Application and Class that contains the objects you want to use for the relationship from the drop-down lists.
2. Click Next.
   The filter selection page of the Portfolio Relation wizard is displayed.

   
3. Select one of the options based on whether the filter is already configured:
   • If you want to use a filter already configured in WorkView, select Existing Filter and skip to step 11.
   • If you want to create a filter for use in the portfolio relationship, select Dynamic Filter.
4. Click Add.
   The Relation Mapping dialog box is displayed.

   
5. Use the Open Grouping, Close Grouping, and Connector options to group and link multiple mappings to create appropriate filter constraints.
6. You can choose to map from an Attribute or get the Attribute Name from Property.

   Click the ellipsis button next to the Attribute field and select the attribute or system property you want to map to determine a relationship.

   If you select Attribute Name from Property, you can select Use Scoped Property Bag to use a scoped property.

7. Select the appropriate Operator from the drop-down list.
8. Select Property and enter a property name that will contain the value you want to compare to the attribute or select Constant and enter the static value you will evaluate on.
   If you select Property, you can select Use Scoped Property Bag to use a scoped property. A session property persists throughout a user's session. A scoped property persists only for the duration of a task's execution.
9. Click OK.
10. Configure as many attribute mappings as appropriate.
11. If you want the filter results to be constrained to the current object, select Automatically constrain to current work object.
    When this option is checked, objects that both meet the constraints of the filter and share a relationship attribute value with the current object are returned. If this option is not selected, all objects that meet the criteria of the filter will be returned regardless of their relationship with the current object.

By Related Object

When By Related Object is selected, the following screen is displayed.

1. Select the Application and Class that contains the objects you want to use for the relationship from the drop-down lists.

2. If you want to use a related attribute associated with the class selected, select Related Attribute Name. Click the ellipsis button and select the appropriate relationship attribute.

   If you want to specify a property that will contain the name of the relationship attribute you want to use to create the relationship, select Related Attribute Name from Property: and enter the name of the property in the field.

   If you select Property, you can select Use Scoped Property Bag to use a scoped property. A session property persists throughout a user's session. A scoped property persists only for the duration of a task's execution.

By Object ID

When By Object ID is selected, the following screen is displayed.

Enter the property name that will hold the object ID you want to base the relationship on in the Get Object ID from Property field.

Optionally, you can specify a specific Application and Class to limit the evaluation to only the application and class specified. If an application and a class are not specified, the relationship will be evaluated for any object with the id within the system, regardless of the application or class they belong to. Both an application and a class must be specified to limit the objects evaluated.