Add a connection type - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

To add a connection type for inherited, peer, revision, or superseded relationships, complete the following steps.

  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, click Records > Connection Types.
  3. In the right pane, on the Connection Types tab, click New.
  4. In the New Connection Type dialog box, do the following.
    1. In the Name box, type a name.
    2. Optional. In the Description box, type a description of the record connection type.
  5. To designate the connection type relationship, complete one of the following step sets.
    Situation Steps
    Select an Inherited relationship.
    1. In the Relationship list, select Inherited.
    2. Optional. To create a customized label to describe the ascendant relationship, enter a new name in the Ascendant box.
    3. Optional. To create a customized label to describe the descendant relationship, enter a new name in the Descendant box.
    Select a Peer relationship.
    1. In the Relationship list, select Peer.

    2. Optional. To create a customized label to describe the source peer relationship, enter a new name in the Source Peer box.

    3. Optional. To create a customized label to describe the target peer relationship, enter a new name in the Target Peer box.

    Select a Revision relationship.
    1. In the Relationship list, select Revision.

    2. Optional. To create a customized label to describe the previous relationship, enter a new name in the Previous box.

    3. Optional. To create a customized label to describe the next relationship, enter a new name in the Next box.

    Select a Supersede relationship.
    1. In the Relationship list, select Supersede.

    2. Optional. To create a customized label to describe the supersedes relationship, enter a new name in the Supersedes box.

    3. Optional. To create a customized label to describe the superseded by relationship, enter a new name in the Superseded by box.

  6. Click OK.