Relationships Guide
|
Complexity |
Intermediate |
|---|---|
| EMS Compatible |
|
|
iMIS 2017 Compatible |
|
|
Actions |
Insert, Insert w/ Matching Help, Update, Insert / Update, Delete |
This article shares details on how to work with relationships. For how to delete 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/child relationship would not necessarily have an end date.
- RECOMMENDED Begin Date - The start date of the relationship.
- RECOMMENDED End Date - The end date of the relationship.
- Reciprocal Type - How the target ID relates to the primary iMIS ID field (e.g., the relationship type of parent of would have a reciprocal type of child of).
- Title - The title of the relationship.
Example file for Relationships
Example mappings for Relationships
