Relationships guide

Complexity Intermediate
EMS Compatible Yes
iMIS 2017 Compatible Yes
Actions Insert, Insert w/ Matching Help, Update, Insert / Update, Delete

Set up relationships with ease in iWorkflow and iUpdate.

For more information on deleting relationships, see the Delete Action guides.

Mapping

Review the following required and optional field mappings:

Required

  • iMIS ID - The ID of the record with the relationship.
  • Relationship Type - A valid relationship type from iMIS.
  • Target iMIS ID - The ID that the primary ID has the relationship with. The relationship will appear on the target iMIS ID’s if the reciprocal type field is mapped.

Optional

The following fields may not always be applicable. For example, a parent and child relationship would not necessarily have an end date.

  • Begin Date - (recommended) The start date of the relationship.
  • End Date - (recommended) The end date of the relationship.
  • Reciprocal Type - How the target ID relates to the primary iMIS ID field. For example, the relationship type of parent of would have a reciprocal type of child of).
  • Title - The title of the relationship.

Examples

The following screenshot shows an example file for relationships.

The following screenshot shows an example mapping for relationships.