Online Help

Relations App Introduction

Relations are a great way to have a structured overview of your data. Check the status of a requirement, request for information and much more in just a glimpse.

The fun part is that it’s easy to setup yourself by creating new relations manually or by uploading an already defined structure in csv-format.

Administration

Here you can define new relations, edit and delete existing ones.

New relation

New Relation

Name

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

Description

Additionally, you can add a description to describe in a bit 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.

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

CSV

In case you already have the structure defined in Excel, Numbers or any other kind of spreadsheet software, you can easily upload the structure to Bricsys 24/7 by exporting it to csv format.

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 weird 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:

SA Site A
SA BA Building A
SA BA FL1 Floor 1
SA BA FL2 Floor 2

Example csv without repeating previous levels:

SA Site A
BA Building A
FL1 Floor 1
FL2 Floor 2

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

BA Building A
FL1 Floor 1
FL2 Floor 2

All of the above examples will have the same result:

Relation after CSV import

Default access

You can set a default access for all the roles in the project.

Access

You can set individual 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.

Remember that you cannot remove access on a higher level when sublevels still have access.

Relation access settings

Relations app

Relation access settings Relation linked records

The relations app will show all relations you have access to. When clicking a level in a relation, all linked forms will be loaded and any linked information of each form will be displayed on the right.

Depending on the access you have on each linked form you can add, edit or delete data. When adding data, the new data will be linked automatically to the selected level of the relation.

Forms

In order to work with relations and show linked data you need to add a relation field in the form editor. Simply drag and drop the field on to the canvas and select an existing relation.

Relations Form Editor

Metadata

Make sure the form contains a relation field linked to the correct relation.

When using the metadata values inserted by the user, the name of each level will be used. For example, when someone selects D, Discipline/HT, Heating/PL, Plan then the name will be the result of each level appended by the selected separator like D_HT_PL.

Relations Metadata