Add/Edit Relationship Dialog Box

Use this dialog box to add or to edit relationship between documents.

This dialog appears in the following forms:

  • Add/Edit Child Relationship — setup child relationship.
  • Add/Edit Parent Relationship — setup parent relationship.
Option Description
Link name Enter the name of the relation.
Child/Parent target type Select how the child or parent will be identified to establish relationships. Relationship will be established between a routed document and:
  • Existing document by name — An existing document identified by name.
  • Existing document by ID — An existing document identified by ID.
  • External reference — An external document.
    Note: External reference can be used to specify only child relationships. Because a document cannot be a child of an external object.
The component saves the value of this option in the configuration in the form of an internal identifier. If you use an RRT in this field, the RRT must be replaced with one of these identifiers:
Identifiers:
Display name (English) Internal name
Existing document by name DOCUMENT NAME
Existing document by ID DOCUMENT ID
External reference REFERENCE
Target path (Target type/ Target reference) This text box is labeled as:
  • Target path — If the Child/Parent target type value is Existing document by name. Enter the path to an existing document.
  • Target type — If the Child/Parent target type value is Existing document by ID. Enter the ID of an existing document.
  • Target reference — If the Child/Parent target type is External reference. Enter external URI (URL).
You can click the button to open the Select Target Document dialog box that allows selection of an existing document in the object store. This button is disabled if the Child/Parent target type is External reference.
Link type If the target is Existing document by name or Existing document by ID, this combo box is used to specify the link type:
  • Static — This link binds a specific parent document to a specific child document.
  • Dynamic — This link binds a specific parent document to a child document based on whether the component relationship object is defined to point to the "current" version (latest version in the version series) or the "released" version (latest major version ) of the child document.
  • Dynamic Label — This link binds a specific parent document to a child document based on whether the component relationship object is defined to point the "current" version (latest version in the version series) or the "released" version (latest major version) of the child document. Additionally, its value must match the value of the label property of the child document.

This combo box is disabled if the Child/Parent target type is External reference.

The component saves the value of this option in the configuration in the form of an internal identifier. If you use an RRT in this field, the RRT must be replaced with one of these identifiers:

Identifiers:
Display name (English) Internal name
Static STATIC
Dynamic DYNAMIC
Dynamic Label DYNAMIC LABEL
Label Enter label value for the Dynamic Label link type. This text box is enabled only if the Dynamic Label link type is selected. This text box is disabled if the Child/Parent target type is External reference.
Binding version Specify if "current" or "released" version should be linked for the Dynamic or Dynamic Label link type. This combo box is disabled if the Child/Parent target type is External reference. The component saves the value of Binding version option in the configuration in the form of an internal identifier. If you use RRTs in this field, the replaced value must be one of the following:
Identifiers:
Display name (English) Internal name
Current CURRENT
Released RELEASED
Delete child document if parent document is deleted If the target type is Existing document by name or Existing document by ID, and this check box is selected, then the child document will be deleted together with the parent document.
Prevent delete Specify the documents whose deletion should be prevented. You can select one of the following predefined values:
  • Child and parent documents — Prevent both child and parent document from being deleted.
  • Child document — Prevent child only.
  • Neither child nor parent documents — Do not prevent (default).
  • Parent document — Prevent parent only.

This combo box is disabled if the Child/Parent target type value is External reference.

The component saves the value of the Prevent delete option in the configuration file in the form of an internal identifier. If you use an RRT in this field, it must be replaced with one of the following values:

Identifiers:
Display name (English) Internal name
Child and parent documents BOTH
Child document CHILD
Neither child nor parent documents NONE
Parent document PARENT
Link position Enter the index number of the link in the sequence of all links related to the document. You can specify a decimal number or select one of the predefined values:
  • Beginning of list — Minimum position value is 1
  • End of list — Maximum position value + 1

The values of these options are determined at run time based on the current list of references (the index numbers are taken to calculate the maximum and minimum values).

The component saves the value of Link position in the configuration in the form of an internal identifier. If you use an RRTs in this field, it must be replaced with one of the following values:
Identifiers:
Display name (English) Internal name
End of list END OF LIST
Beginning of list BEGIN OF LIST
Copy link to reservation if parent document is checked out If this check box is selected and the parent document is checked out, then the same relationship is set between the reservation of the parent document and the child document. When the parent document is checked in, the child document will remain a child of the new parent's version.