![]() ![]() To add the relationship, simply choose the Customer record type as the related record type. ![]() To easily reference and display related customer information, you can add a many-to-one relationship on the Case record type. However, when reviewing a support case, users also want to know about the customer associated with each case. Simply choose which record type to establish a relationship with, and then define the relationship name, the relationship type, and the two common fields shared between the record types that will enforce the relationship type.įor example, the Case record type contains detailed information about each submitted support case. So if your enterprise data lives in different database tables and in Salesforce, you can unify this data in Appian without making copies of your data, or migrating your data to have the same source type.Ĭonnecting your enterprise data is easy since relationships are defined directly in the record type. This means you can go beyond the traditional relationships established in a database-you can establish relationships between any record types that have sync enabled, regardless of the source. Relationships can be established between record types with data sync enabled. Just as you can reference a record type’s fields, filters, and actions throughout your applications, you can reference its related record data by defining relationships with other record types. Record type relationships provide a fast and easy way to connect and reference related data. Using record type relationships, you can use a low-code experience to relate your record data so you can start building your applications faster. When you sync your data in Appian, you don't need a data expert to relate your data-you can build the relationships yourself. To make working with this data easier, data experts may create database views to relate the data so developers can build their applications more quickly and simply. Since there is a business relationship between these data sets, you'll need to query data from each record type to know which cases are associated with each customer, what support level each customer pays for, and more. For example, if you work at a Customer Support Center, you may have a Case record type, and a separate record type for Customers who submit cases. ![]() Instead, you usually have several record types that work together to create a comprehensive view of your enterprise data. It’s not often that you have one record type to rule them all. This page explains what record type relationships are and how to take advantage of them. ![]()
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