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.