Link, unlink and follow a record's relations

Prerequisite

Anyone who can read the tenant's records can see a record's relations and follow them. Linking, unlinking and replacing need record.write in the tenant; without it the record view shows a note instead of Replace and Unlink.

Link two records

1. Open Records (its first lens is Explorer), with a column for each of the two entities.
2. Select one record in each column, then choose Add relation in the column menu and pick the relation.
3. If the link breaks a rule of the relation, it is not saved and the form names the rule: a record of an entity the relation does not link, a record that already has as many links of this kind as it may, or two records already linked when only one link per pair is allowed.

Unlink

1. Select the record and press Open record at the foot of its column.
2. Open the Relations tab. Each link is named from this record's side, with the record at the other end.
3. Press Unlink next to the link, read what happens, and press Unlink again to confirm. The link ends today and leaves every column; both records stay.

Move a link to another record (Replace)

1. In the record's Relations tab, press Replace next to the link. This record keeps the link; the record at the other end is the one that changes.
2. Search for and choose the new record. The records the relation accepts at that end are offered, the first 100 of them.
3. Read what happens and press Replace. The old link ends today and is kept as history; the new one holds from today. If a rule of the relation would be broken by the result, nothing changes and the message names the rule.

Follow relations

Select one or more records. Explorer walks their relations on the server, up to the tenant's traversal depth, and highlights the related records in the open columns, even when the path passes through records no column has loaded. The bar at the bottom says how far the walk went; it stops at 300 records and says so when it does.

Good to know

• An unlink that would leave a record with fewer links than its minimum is refused; link another record first. When a record must have exactly one link of a kind, use Replace to move it.
• Values the old link carried, such as a role, stay with the old link after a replace; add them to the new link if they still apply.
• Unlinking and replacing are refused while the tenant or the link is under a legal hold.
• An ended or replaced link is kept as history. The record's History tab lists its links made, ended and replaced, with who did it; links made before that was recorded say “not recorded”.