See AlsoA Relationship is an association between two Objects. Many business processes mapped in Talisma require Objects to be related. This is achieved by creating Relationships between Objects in Talisma Business Administrator. For example, the Business Administrator User can create the custom Objects, 'Employee' and 'Project', and create a Relationship between them. This Relationship enables Managers to allocate Projects to Employees in Talisma Client.
After the Business Administrator User has created a Relationship between two Objects, appropriate Properties and tabs are created in the relevant Object windows in Talisma Client. A Property created as a result of such a Relationship is called an Object type of Property, and a tab created as a result of the Relationship is called an Object list type of tab. For example, if your Administrator has created a One to Many Relationship between the Objects, Employee and Project, a tab is created in the window of Employee, and a Property is created in the Properties tab of Project. You can allocate multiple Projects to an Employee by adding relevant Projects in the Project tab. You can allocate an Employee to a Project by setting the relevant value for the Employee Property in the Properties tab of the relevant Project. In this scenario, the Project tab is referred to as an Object list type of tab, and the Employee Property is referred to as an Object type of Property.
Relationships between Objects enable you to define how Objects interact with each other. A Relationship also enables you to associate Object items with other Talisma Object items, locate related Object items, generate reports based on related Objects, or view cross-functional information in Talisma Client.
Types of Relationships
In Talisma, Relationships between Objects can be of the following types:
• One to One: A One to One Relationship is a Relationship between two Objects, Object A and Object B, in which one item of Object A can be associated with only one item of Object B. When a One to One Relationship is created between Object A and Object B in Talisma Business Administrator, an Object type of Property is created in both the Objects. You can set only one item of Object A for one item of Object B, and vice versa.
• One to Many: A One to Many Relationship is a Relationship between two Objects, Object A and Object B, in which one item of Object A can be associated with many items of Object B. When a One to Many Relationship is created between Object A and Object B, a Property is created in Object B and a tab is created in Object A. Only one item of Object A can be associated with Object B. However, many items of Object B can be associated with Object A.
• Many to One: A Many to One Relationship is a Relationship between two Objects, Object A and Object B, in which many items of Object A can be associated with one item of Object B. When a Many to One Relationship is created between Object A and Object B, a Property is created in Object A and a tab is created in Object B. Only one item of Object B can be associated with Object A. However, many items of Object A can be associated with Object B.
• Many to Many: A Many to Many Relationship is a Relationship between two Objects, Object A and Object B, in which many items of Object A can be associated with many items of Object B. When a Many to Many Relationship is created between Object A and Object B, a tab is created in both Objects. Many items of Object A can be associated with many items of Object B. For example, Employees may work on several Projects at the same time, and each Project may have several Employees.
You can create Relationships for the following Objects:
• Predefined Objects
• Account
• Campaign
• Contact
• Event
• Participant
• Application
• Interaction
• Link
• Opportunity
• Order
• Print Template
• Product
• Target
• User
Note
• The object list type of tab can include a maximum of 35 columns. This limit was not applicable in previous versions, and there's no restriction on viewing such tabs in the current version. However, the maximum column count cannot exceed 35 in the current version if you add or remove columns in such a tab.
• For more information about Relationships, see Business Administrator Help.