Inter-System Relation Maker
This documentation provides detailed instructions on how users can create, view, update, and delete inter-system relations within the system.
Viewing All Systems in a Dropdown
Users can view a dropdown list of all available systems to create inter-system relations.
Example:
Given a user named "John Doe" and the system has "Workflow Automation Tools" and "Workforce Coordination Program":
- Action: John Doe navigates to the inter-system relation maker.
- Result: John Doe sees a dropdown containing "Workflow Automation Tools" and "Workforce Coordination Program."
Viewing Forms and Columns of a Selected System
Users can view the forms and their respective columns of a selected system.
Example:
Given a user named "John Doe" and the system has a form named "Personnel Data" with columns "personnel_id," "name," "department" in "Workforce Coordination Program":
- Action: John Doe selects "Workforce Coordination Program" from the dropdown.
- Result: John Doe sees the form "Personnel Data" listed and the columns "personnel_id," "name," "department" under the "Personnel Data" form.
Dragging and Dropping a Column from Another System to the Current System Form
Users can drag and drop a column from one system's form to another system's form to create an inter-system relation.
Example:
Given a user named "John Doe" is working in the "Workflow Automation Tools" system on the "Track Task" form, and the "Workforce Coordination Program" system has a form "Personnel Data" with a column "personnel_id":
- Action: John Doe selects "Workforce Coordination Program" from the dropdown, drags the column "personnel_id" from the "Personnel Data" form, and drops it into the "Track Task" form.
- Result: The "personnel_id" column is added to the "Track Task" form and is available for use in the "Track Task" form to transfer data between systems.
Viewing a List of Inter-System Relations
Users can view a list of all created inter-system relations.
Example:
Given a user named "John Doe" has created an inter-system relation between the "Track Task" form in "Workflow Automation Tools" and the "Personnel Data" form in "Workforce Coordination Program" using the "personnel_id" column:
- Action: John Doe navigates to the inter-system relations list.
- Result: John Doe sees an entry for the relation between the "Track Task" form and the "Personnel Data" form using "personnel_id."
Deleting an Inter-System Relation
Users can delete an existing inter-system relation.
Example:
Given a user named "John Doe" has an inter-system relation between the "Track Task" form in "Workflow Automation Tools" and the "Personnel Data" form in "Workforce Coordination Program" using the "personnel_id" column:
- Action: John Doe deletes the inter-system relation.
- Result: The relation between the "Track Task" form and the "Personnel Data" form using "personnel_id" is removed, and "personnel_id" is no longer available in the "Track Task" form for inter-system data transfer.
Updating an Inter-System Relation
Users can update an existing inter-system relation by changing the column used for the relation.
Example:
Given a user named "John Doe" has an inter-system relation between the "Track Task" form in "Workflow Automation Tools" and the "Personnel Data" form in "Workforce Coordination Program" using the "personnel_id" column:
- Action: John Doe updates the inter-system relation to use the "department" column instead of "personnel_id."
- Result: The relation is updated to use "department," and "department" is available in the "Track Task" form for inter-system data transfer. The "personnel_id" is no longer used in the relation.
Viewing Inter-System Relations from Table in Another System
If granted permission, users can view inter-system relations from a table in another system.
Example:
Given a user named "John Doe" has permission to view inter-system relations from another table:
- Action: John Doe clicks on the underlined inter-system object in the related system’s table.
- Result: A modal opens, displaying detailed information about the inter-system relation.
- Additional Feature: The modal shows the linked data and relevant details of the inter-system object.
Viewing Data in Child Tabular Format
For inter-system relations, users can view related data in a child tabular format.
Example:
Given a user named "John Doe" is viewing an inter-system relation:
- Action: John Doe clicks on the underlined object in the child tabular view.
- Result: A new tabular window appears, displaying linked data from the other table.
- Additional Feature: The user must have permission to view the data from the other table, and the visibility of the child relation must be set to tabular for the data to be displayed.