Often when using databases companies will have multiple databases which may have some connection or relating information. With iMeet® Central you can relate two databases together and view the relationships between them, this is often called parent/child database relationships.
Understanding parent/child databases
A Parent/Child relationship is a metaphor used to describe the relationship between databases which contain relevant information, but one can be considered an off-shoot of the other. The child database refers to a parent record, containing characteristics of the parent database, but also containing unique characteristics of its own. In iMeet Central, the Child database record will appear below the Parent database record in the detailed view of the database record.
An example of the use of relating databases would be a 3rd Party vendor database (parent) and a Product Catalog database (child). When you create a new entry in your Product Catalog, you can select a contact name from your existing database of 3rd Party vendors. The product catalog entry is then related to the vendor contact, and when viewing the 3rd Party record you will see all the products that are related to that vendor contact.
When viewing the Parent record (in this case, the Customer Record), a new Child Record (in this case, a Purchase Order) can be created by clicking on the "New" button.
Designating a relational field
The relational field refers to a record within the parent database and is designated in the child database.
1. Select Database Relation from the Field Type drop down menu. The option to select the Source Database will also appear as a drop-down menu.
2. Select the Source Database. Options for the Child Database view (list of current database views), and the Field type (existing database fields from Parent Database) will appear.
4. Select the database view and field type.
5. Designate whether the child record(s) show in the parent database.
6. Click the create field button
Showing the records in the parent database is an optional setting, the default is to not have the records show. This can always be changed by editing the existing fields.
Navigating between parent/databases
The related field in the child database will appear as a link. To view the relationship between a child record and the parent record click on the linked field, this will take you to the detailed view of the parent record and will show the child record(s) below.