About the Filter Relationships Form

Filter relationships are defined as either one-to-many or many-to-many.

Filter Relationship—One-To-Many

An entity level relationship is established when a simple join between two entities is performed. All that is required is the Related Entity field, which displays the entity to link to the current entity, and the Related Field field, which displays the field that is related to the ID field of the current entity. For example, a dashboard may have many areas; this is a one-to-many filter relationship between the Dashboards and Dashboard Areas services.

Filter Relationship—Many-To-Many

In some cases, a view is necessary to properly express the relationship between two entities. This is most common when working with many-to-many relationships. When a view level relationship is needed, the Join Table and Join Field parameters are required in addition to the Related Entity and Related Field fields. The Related Entity is still the entity used for filtering, but the Related Field now refers to a field in the view (specified in the Join Table box) that relates to the base entity. The Join Field is used to specify the field in the view (Join Table) that relates to the ID of the Related Entity.

Filter Relationships records may only be created from the Filter Relationships sub-tab of the Configuration tab on an Entities record.

Related Entity

The name of the related entity.

Related Field (Required)

The name of the related field. The list fills automatically with all fields in the entity selected in the Related Entity field.

Relationship Type (Required)

The type of field relationship. Available options are Many-To-Many and One-To-Many. The default is One-To-Many.

Join Table

The name of the joining view for view-based filter relationships. This field is only applicable if Relationship Type is set to Many-to-Many.

Join Field

The name of the joining field within the view that is used for view-based filter relationships. This field is only applicable if Relationship Type is set to Many-to-Many.

Result Constraint

The default behavior of the filter relationship is to show only the fields that match the criteria specified. If this option is selected, the behavior is changed to show only that fields that do not match the specified criteria. By default, this option is not selected.

Short Description

A description that appears along with the Related Entity name in the Service selection drop-down list in the Filters dialog.

Description

A description that entails how the current entity is related to another entity.