A user can display one or more related views from a viewer in Perceptive Content. When the user selects a related view to apply to the active document or folder, the Related Documents or Related Folders pane displays other items that match the items with respect to the conditions you define for the related view.
Users with document or folder view management privileges can create, rename, and delete related views in Perceptive Content. When you modify a related view, you automatically enter View Designer, where you can create or modify relationship conditions, activate the view, and assign security settings to it.
Suppose, for example, you view a student information document with a Field2 value that contains the student's ID number. You want to see all the other documents with the same Field2 value. You can create the condition for this relationship, and the Related Documents pane displays any other documents that have a Field2 value that match the student ID number in the active document.
As another example, suppose you view an inventory document with a custom property that contains a check number. Another set of business documents contains a check number in Field3 rather than in a custom property. You want to see all documents with a Field3 value that matches the Check Number custom property in the active document. You can create the conditions for this relationship, and the Related Documents pane displays any other documents that have a Field3 value that matches the Check Number custom property in the active document.
For folders, related views are like related views for documents except that the relationship matches on folder properties. For example, suppose you work at a hospital and your Perceptive Content environment is set up so that each time a patient visits the hospital, a new folder is created. The new folder contains all documents related to that visit. If a patient makes a return visit, that patient will have two folders created, one for each visit. You view a recent patient's visit and realize you need to see all other folders from past visits. You can create the conditions for this relationship, view all folders that correspond to the patient's identification code, and open any folders that you need to view.