Adding an Associate action
Define an action as Associate to associate parent or child objects. A Grid View opens where you can select or deselect objects.
About this task
Use an Associate action, for example, on a Task View for loss events if you want to add the ability to associate mandates.
A grid relationship field that is defined with an Associate action displays a Remove button when one or more already associated objects are selected. The Remove button allows you to disassociate objects (it does not delete objects). If the grid relationship field is required, all associated objects can be removed except for one. The Remove button displays automatically when an Associate action is configured for a grid relationship field. The Remove button does not display in card relationship fields.
To delete objects, use the Delete action. For information about providing the ability to delete objects, see Adding a Delete action.
To associate a primary parent object, use the Associate Primary Parent action rather than Associate. For information, see Adding an Associate Primary Parent action.
You can find an example in: SysView-Task-LossEvent.
On the JSON tab, an associate action is defined when actionType is set to associate in a card or grid relationship field.
Procedure
Results
If both Folder Filter and Filter Rules are provided, the filters are combined with an AND statement. An object must match both filters to be available for selection.