You can easily create a link between two contacts using the Group List Editor iPart. The relationships you define show up on the record of both contacts, and you can specify roles for one or both of the contacts. For example, if you edit Jean Smith’s record to indicate that she knows Russell Smith, then that relationship will also appear in Russell Smith’s record. Alternately, if you edit Jean’s record to indicate that Russell is her child, you can also specify that her role is the parent of Russell. Then Russell’s record will reflect that Jean is his parent.
There is no limit to the number of relationships you can create or the types of relationships you can create. We have provided a few relationship types out-of-the-box, but you can add additional ones if needed.
Only users with System Administrator or Staff privileges can create relationships between contacts, but any user can view a list of relationships.
Note: To use this relationship feature, you must have the RELATION license.
The following sections walk you through how to create relationship types and how to set up the Group List Editor to display relationships.
Creating relationship types
Edit the Customer setup table for Relationship types, adding the releationships that you want to have available in the Group List Editor. For each relationship type you add, you can also define a Reciprocal relationship, which the Group List Editor automatically populates as a set (such as for Parent and Child).
To set up the Group List Editor to display relationships
1. Add the Group List Editor iPart to a content record on which you want to display a list of a contact’s relationships. For example, add it to an account page. The iPart displays a list of relationships for the currently selected contact. The selected contact is determined by either a contact ID passed to the page via a URL parameter (from the Directory, for example), the contact selected in the On Behalf Of control, or the currently signed in user.
2. Configure the iPart with the following settings:
□ Allow editing: Enable, if you want System Administrators or Staff to edit relationships
□ Is the page context (parent) for this iPart a group?: No
□ Display a list of: Select Both of the above
□ Choose the group types to include: Select Relationships
3. Save and Publish the content record.