Entity screen > Relationship tab

Specifies the relationships between entities.

Figure: Entity Relationship screen

Entity Relationship screen

Video: Build Your First Custom Entity

Examples

Prerequisites

How to Start

  1. On the Entities screen, click an entity.
  2. On the Person entity, click the Relationship tab.

Fields

Field Name Definition

Navigate To Other Entity Navigate To Other Entity icon
Opens this Screen:
Navigate To Entity screen.
Function of this Screen:
Shows the list of AgilePoint NX entities. You can click the entity names to see or configure the entity.

Add Relationship Add Relationship icon
Opens this Screen:
New Relationship screen.
Function of this Screen:
Creates a relationship between 2 entities
Example:
Refer to:

Refresh Refresh icon
Function:
Updates the information on the screen.

Clone Entity Clone Entity icon
Opens this Screen:
Clone Entity screen
To Open this Field:
On the right side of the screen, click the Ellipses (...).
Function of this Screen:
Creates a copy of an entity.
Example:
Refer to:

Export Template
Opens this Screen:
Export Template screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Downloads an entity template from AgilePoint NX Data Entities to your local machine as an XML file or JSON file.
Example:
Refer to:

Export Data
Opens this Screen:
Export Data screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Downloads records from an entity as an XML file or JSON file to your local machine.
Example:
Refer to:

Import Data
Opens this Screen:
Import Data screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Uploads a collection of exported records from your local machine, and adds it to an entity in AgilePoint NX Data Entities.
Example:
Refer to:

Relationship Name
Function:
Shows the display name for the relationship.
Accepted Values:
Read only.

Parent Entity
Function:
Shows the entity with which you created a relationship.
Accepted Values:
Read only.

Related Field
Function:
Shows the entity field with which you created a relationship.
Accepted Values:
Read only.

Dependent Field
Function:
Shows the dependent field for an entity that is a child of this entity.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Actions
Function:
Specifies the type of action for the relationship to do.
Accepted Values:
  • Delete Delete icon - Deletes a relationship.
Default Value:
None