Creating Relationships between Objects
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This page describes how to establish a relationship between an object and one or more other objects in SPF.
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This page assumes you have searched for and found the object of interest.
 Open Actions Menu
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Select the Actions menu icon, located left of the object you want to establish relationships with.
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The Actions menu opens on the left side of screen.
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 Select Relationship Builder
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In the Actions menu, select Relationship Builder.
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The Relationship Builder window opens.
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 Tabs
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There are three (3) tabs (options) for establishing relationships.
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The current tab is indicated in blue and underlined. Select the desired tab by clicking it with your mouse.
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 Pinboard and New Items
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On the Pins tab, select Pinboard to view a list of items currently on your pinboard.
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The pinboard is useful for gathering a list of several objects before using the Relationship Builder.
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On the Pins tab, select New Items to view a list of items currently in your New Items list.
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 Select Objects
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Select the checkbox beside each object you want to establish a relationship with.
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You can select more than one object at a time.
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 Select RELATE
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Select RELATE to establish the relationship(s).
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A confirmation box is displayed.
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If required, select a relationship type from the dropdown list of Available Relationships.
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 Select 'Search' Tab
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Select the Search tab to open the search bar.
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Note: The Advanced Search feature is not available here.
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 Select Objects
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Select the checkbox beside each object you want to establish a relationship with.
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You can select more than one object at a time.
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 Select RELATE
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Select RELATE to establish the relationship(s).
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A confirmation box is displayed.
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If required, select a relationship type from the dropdown list of Available Relationships.
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 Select 'Existing' Tab
Select the 'Existing' tab to display a list of existing relationships.
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 Select Objects
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Select the checkbox beside each object you want to terminate a relationship with.
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You can select more than one object at a time.
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 Select Terminate
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Select TERMINATE to terminate the relationship(s).
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A confirmation box is displayed. Select OK or CANCEL.
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