There are some instances when you may want to associate an object of one class with one or more objects from another class. You may want to associate more than one object at a time. Using a reverse relationship lookup, you can open the object that is associated to multiple objects and, from an embedded filter, add the associated objects to the filter, which will automatically update the relationship attribute(s) on all of the added objects that are shared with the currently opened object.
For example, you may have an object for a Department. That Department object is associated with more than one employee and you have had staffing changes. You want to be able to add all of your new employees from the interface of the Department object. A reverse relationship lookup would allow you to associate all the employees within the department to the Department object using an embedded filter. When adding an employee to the department, the filter will return all employees that are not assigned to the department. To see all results, you can click Retrieve all records.
When an employee is added through this filter interface, the employee is added to the current object's department and removed from any previously assigned department.
In this example, Department would be the source class and Employee would be the linked class.
To configure a reverse lookup you must configure the following:
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A relationship attribute must exist on the linked class that is related to the source class.
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A filter must be configured for the linked class that displays the objects that will be associated with the source class. The filter should only be configured with Display Columns.
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The filter must be embedded on a view in the source class. The embedded filter must be configured with Allow Add to List set to True. The Select a filter for <class name> dialog box must have the Source Class configured as the current view's class and the Linked Class as the class you want to associate to using the currently selected filter. The Available Filters option must be set to the filter that is configured as described above. In most cases, this should be the same filter that you have embedded on your view and are currently configuring.