Manage Relationships

The Relationships Tab, available from the Edit Record page, shows a consolidated view of all of this record's relationships (i.e. links between this record and other records, regardless of type). This includes relationships added when completing a relationship marker field in a record.

Relationships can be added, deleted and edited within the Relationships tab (although it is best practice to add relationships through the use of a relationship marker field).

To add a relationship

1. Navigate to the Edit Record page | Relationships tab. The Relationships pane displays:

Note. If relationships have already been created, they are displayed here. Relationships added through a relationship marker field in the record structure will also be displayed here; any constraints applied to relationships apply equally here and in the Shared Information tab.

2. To add a new relationship, either:

• Click Add for an existing relationship.
• Click Add more to create an 'unconstrained relationship' (i.e. not linked by default to any type of record). Note. When you reopen the Relationship tab, Heurist will sort the relationships according to the type of record linked to.

The Add new relationship pane displays:

3. From the This record dropdown, select the type of relationship.

Note. Additional relationship types can be defined by an administrator by clicking the Edit button (see Term / Relation Type).  Relationship types can also be imported (see Acquire Record Types). 

4. From the Related record dropdown, select the record to relate to (the 'target' record). The Find records window will appear (see also Find Record Dialog).
5. Select the target record.

Note. The records available to link to will be constrained (or unconstrained) depending on the definition of the type of relationship you selected to add .

To create a new record to link to at this point, select the Create New Record link.

The selected record appears in the Related record field.

7. Add any optional information about the relationship in the Optional Fields section:

These fields are:

• Interpretation. Record the evidence and/or reasoning on which this relationship is based.
• Validity. Record the period for which the relationship is valid.
• Description. Add a short description for this relationship.
• Notes. Add any additional notes about the relationship.

8. To add the relationship, click Add.

The relationship record is created. The relationship is added to the Related Records list:

By default, relationship records receive a generated title. You can edit the generated title to be something more informative. Where a relationship type is directional (e.g. Causes), the reciprocal relationship is automatically created (if A Causes B, then B Is Caused By A).

You can remove or edit relationships within the Relationships tab using the Remove and Edit options:

Relationship records are identified in the Search pane by a relationship icon and can be edited like any record:

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