Relations

Define new relations, edit and delete existing ones. A relation is a tree structure that can be used as a field within a form in order to get a structured overview of your data.

Add relation

Name

When creating a new relation, you need to define the name of your highest level. That’s the relation name users will always see first. The root element of the tree.

When using a relation field in a metadata form, the name will be used to generate the document name.

Description

Additionally, you can add a description to describe in more detail what it’s about. This comes in very handy when you work with coded values like “BA, Building A” where “BA” is the actual name and “Building A” the description.

CSV

In case you already have the structure defined in a spreadsheet, you can easily upload the structure to Bricsys 24/7 by exporting it to a CSV file.

UTF-8 encoding

Be aware that the system will process your data in UTF-8 format. Make sure when exporting your CSV that UTF-8 is the chosen encoding. If you see strange characters in your relation after you uploaded the CSV, your encoding is probably not set correctly.

Format

In order for the system to correctly create your relation you need to follow a simple set of rules:

• Each line can only have one new level

• After each new level, you can add a description (not required)

• The highest level may or may not be defined

Example CSV:

Example CSV without repeating previous levels:

Example CSV without defining the highest level “SA, Site A” and without repeating previous levels:

All of the above examples will have the same result:

Access

You can set role access for each level in the relation by going to the folder access in administration or by selecting a relation level and clicking the access icon in the top menu.