Manage Repository Link Relationships - Precisely_EnterWorks - EnterWorks - 11.0

Be careful when you modify the definition of existing link relationships. They are fundamental to many EnterWorks functions.

If a repository has staging and production versions of repositories, any link relationships must be duplicated in both environments.

To create or edit a link relationship:

1. Log into the EnterWorks Classic UI as a user with Administrative privileges.
2. Open the parent repository's Manage Links editor: open the Feature bar, open the Content folder, open the desired repository folder, click the arrow to the right of the repository's name, click the arrow to the right of Manage Model, and select Manage Links. The list of all link relationships for the repository will be displayed.
3. Do one of the following:
   • To create a new link relationship, open the Action dropdown menu and select New. An empty link relationship will be opened in the Manage Links editor.
   • To edit an existing link relationship, select the link relationship, open the Action dropdown menu, and select Edit. The link relationship will be opened in the Manage Links editor.
4. Edit the configuration values:
   • Name: The name of the link relationship. Link relationships must have names that are unique across the EnterWorks system. Do not include special characters in the name, such as & < > ".
     Warning: Do not change the names of existing links, otherwise the EnterWorks views, Export Templates, and other EnterWorks features may break.
   • Description: A description of the purpose of the link relationship.
   • Child Repository: Choose the child repository.
   • Link Type:
     • Use Join Condition: Select this option. One or more pairs of attributes are used to link the repositories.
     • Manually choose records: Deprecated. Do not use this option. If you choose this option, link tables may not load, the Hierarchy/Taxonomy Manager may not load, users may not be able to create linked preferences, and other errors may occur. For more information, see Troubleshoot Repository Link Relationships .
   • Sub Type:
     • One to Many (Parent-Child): One parent record is linked to one record in the child repository.
     • Many to Many (Parent-Child):  Many parent records are linked to many records in the child repository.
     • Accessory: Deprecated.
     • Hierarchy View:  To use a non-restricted hierarchy in a repository, you must create a link of sub-type Hierarchy View. It is a link between the repository and the hierarchy's Hierarchy Catalog repository.
     • Extended: Deprecated.
     • Digital Assets: To link a repository to DamLink, you must create a linked relation of sub-type Digital Assets.
     • Retail Product: Deprecated.
     • Retail Product SKU: Deprecated.
   • Cascade Option Use this option to notify if the selected record to be deleted contains linked records to it.
     • Empty: No notification will appear when the selected record to be deleted contains a linked record to it. This option will only display a confirmation message to delete the records. By default, this option is selected.
     • Notify: A notification appears when the selected record to be deleted contains linked records to it.
   • Show in Simplified Display List: These settings determine where this link relationship will be available to be used.
     • User Preferences: This link relationship will be available for use in user preferences.
     • Search: The link relationship will be available for use in searches.
     • Import Templates: The link relationship will be available for use when you create an import template.
     • Export Templates: The link relationship will be available for use when you create an export template.
     • Reports: The link relationship will be available for use when you create a report.
5. When you are finished editing the configuration options, click Next.
6. If you selected Use Join Condition for the Link Type, the Join Condition list will be displayed. Edit the configuration options:
   • Child Repository Sort Attribute: This attribute will be used to determine the order in which child records are displayed in the parent record. This attribute must be in the snapshot table.

     If you want to be able to reorder the records, this attribute must be a dedicated attribute, meaning it must only be used for sorting. If a child record may be linked to more than one parent record, do not reorder the child records, because when you reorder the records in one parent record, it will disrupt the sort order in the other parent records.

   • Ascending/Descending: Indicates whether the repository sort attribute should be sorted in Ascending or Descending order.
   • Choose the Attribute Pair: Join attribute pairs are used to identify linked records. They consist of an attribute in the parent repository and an attribute in the child repository. Both attributes must be in the snapshot table. For more details on join attribute pairs, see Link Relationship Join Pairs.

     Define one or more join attribute pairs:

     • The join attribute pair can use a literal value to sort children records. To add a join attribute pair that uses a literal value:
       1. Parent Repository Attribute: Scroll to the bottom of the attribute dropdown menu and select Enter Literal Value.
       2. A field will appear to the right of the Parent Repository Attribute field. Enter the character string you will use to identify the subset of child records, for example:

          Documents

       3. Child Repository Attribute: Select a dedicated attribute that will only be used to record which subset of child attributes it will be displayed in, for example "Image Context", (without the quotes). 
       4. Click the Add button.
     • To add a join attribute pair that does not use a literal value::
       1. Parent Repository Attribute: Select the join attribute for the parent repository. The parent repository's join attribute's values must be unique, meaning that no two records in the repository will have the same value in their join attribute.
       2. Child Repository Attribute: Select the join attribute for the child repository. The child repository's join attribute must be dedicated – it must only be used to identify a child record's parent record.
       3. Click the Add button.
     • To delete a join attribute pair, in the Join Conditions list, click the trashcan to the left of the attribute pair you want to delete.
   • When you have finished editing the join attributes, click Next to move to the Display Options screen.
7. The Display Option screen has two tabs:
   • Child: These settings define which attributes from the child repository will be displayed when the parent record is opened in the Detail Editor, and how those attributes will be displayed.
   • Parent: These settings define which attributes from the parent repository will be displayed when the child record is opened in the Detail Editor, and how those attributes will be displayed.

   Edit the configuration options on the Child tab, then do the same on the Parent tab. The configuration options are the same on both tabs.

   • Number of Records Per Page: How many records will be displayed on a page.
   • Window Display Height: The height of the display, in pixels.
   • Show Link in Detail Editor: If this is checked, the link table will be shown when the linked repository record is opened in the Detail Editor.
   • Placement Group:  When a record is opened in the Detail Editor, this is the Attribute Group and Attribute Tab in which the linked record's attributes will appear. Either select an existing Attribute Group and Tab or click the Manage button to add or edit the Attribute Group or Tab. This setting does not apply if you configure a Unified Parent Child View.
   • Show Buttons: These checkboxes control determine which buttons will appear on the ribbon of the linked table and how the link table is displayed. Some of these settings only appear in the Child tab or the Parent tab.
     • Edit: Permitted users will be able to edit a linked record.
     • Open in New Window:
     • Add New: Creates a new record in the linked repository, link it to the active record, and open it in the Detail Editor.
     • Copy: (Child only) Creates a copy of the linked record and link it to the active record.
     • Clone: (Child only) Creates a copy of the linked record and its linked records, maintaining their links. Link the copy of the linked record to the active record.
     • Delete: Delete one or more linked item records.
       Warning: This button deletes both the link to the item record and the item record itself. The Remove Link button allows users to delete the link while keeping the child record.
     • Add Link: Link the active record to an existing record in the linked repository.
     • Remove Link: Remove one or more record links. This disassociates the selected linked records from the active record.
     • Reorder: (Child only) Allows the user to change the order of the links in the link table.
     • Refresh: Refresh the display of the list of linked records.
     • Edit Link in Grid: (Child only) Users will be able to edit linked attributes in the link relationship table in an Excel-like format.
     • Open Link Table in Window: Open the selected linked record in a Detail Editor window. This only works if only one record is selected.
     • Open Link Table in Tab with Preference The table of linked records will be displayed in a new Detail Editor tab. The only attributes that will be displayed are those that are included in the specified preference.
   • Edit Button Label Description: Click this button to modify the default labels for the selected buttons:
   • Source: To display attributes from another linked repository, select the repository in the Source dropdown menu. That repository's attributes will be displayed in the list of available attributes.
   • There are two lists of attributes. The attribute list on the left holds attributes that are available to be shown in the parent's record when it is in the Detail Editor. The attributes in the list on the right are the attributes that will be shown.
     • To move an attribute from one list to the other, select one or more attributes and use the arrow buttons to move them to the left or the right.
     • To change the display order of attributes in the Detail Editor, select one or more attributes and use the up and down arrows to move the attributes to the desired location.
   • Display Width: To change the width of the boxes used to display the attributes, click the Display Width button. An editor will appear that will allow you to set the width of the columns used to display the linked attributes. These settings apply to the Classic UI only.
   • Define Parent/Child JSON Properties: These JSON properties are used to configure a Unified Parent Child View. Note that the Unified Parent Child View capability does not support muti-edit. For more information, see Configure a Unified Parent Child View.
     • Define Child JSON Properties: These properties define how attributes from a child record will be displayed in the parent record.
     • Define Parent JSON Properties: These properties define how attributes from the parent record will be displayed in the child record.
8. When you are finished editing the settings on the Child tab, move to the Parent tab. This tab defines which of the parent record's attributes will be displayed when a child repository's record is viewed in the Detail Editor. The configuration options for the Parent tab are the same as those on the Child tab. Configure the Parent tab.
9. When you are finished editing the Parent tab, click the Save button to save your changes to the link relationship.
10. Clear the cache in both the Classic UI and the New UI.