Working with the Entity Manager Relationships Tab

The Relationships tab on the Entity Manager view is displayed only when the Detail pane is active. The Relationships tab lists all relationships with a selected entity. From this tab, you can add, edit, or delete relationships.

The system administrator and users with the appropriate role can access these features.

On this page you can:

    • Open the Entity Manager Relationships tab:
      • On the Navigation Bar, select Entity Manager.
      • Select a record in the Entity Manager list.
      • If necessary, click Detail.

        The Details pane displays at the bottom of the list view with detailed information about the selected record.

      • Select Relationships and view the information in the lower pane.
  • Add a relationship
  • Edit a relationship
  • Delete a relationship:
    • Select the appropriate entity from the Entity Manager list.
    • On the Relationships tab, in the lower pane, select the relationship you want to remove
    • Click delete_new (Delete).
    • Click OK.
  • Add or hide a column: Click add.png and select the field for the columns you want to appear in the grid and clear the fields of the columns you want to hide in the grid. When finished, move the cursor off of the menu and click to close the menu.