What is a related view? - Use Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Records

Platform
Perceptive Content
Product
Use Records
Release
Foundation 24.1
License

A related view establishes a relationship view for an item.

When a user selects a related view to apply to an active item, the relationship displays items that match the item with respect to the conditions you define for a related view.

Suppose you want to select a related view to apply to an item. For example, you want to view a student information document with a Field2 value that contains the student's ID number. You also want to see all the other items with the same Field2 value. You can create a normal condition for this view, and the Related pane displays any other item that has a Field2 value that matches the student ID number in the active item.

For folders, related views match the condition on folder properties. For example, suppose you work at a hospital. Your environment is set up so that each time a patient visits the hospital, a new folder is created and contains all documents related to that visit. If a patient makes a return visit, that patient will have two folders, 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, and then see all folders that correspond to the patient's identification code and open any folders you need to view.

The Related pane also displays three copied relationships in Perceptive Content, if the relationships are active.

  • The Copies of Original relationship returns all items copied from the same original item as the copied item that is active in ImageNow Viewer.
  • The Copies of this relationship returns all items copied from the same original item when the original item is active in ImageNow Viewer.
  • The Original relationship returns the original item when the copied item is active in ImageNow Viewer.

You can add key and custom property columns to a copied item’s relationship, but you cannot modify it in View Designer.