An administrator can create custom relationships between Forms and Fields. BLDR is flexible enough to create One-to-One, One-to-Many, Many-to-One, and Many-Many relationships between the forms.
In One-to-One type, the records in module 1 and module 2 are related uniquely. A field gets created in both the modules to represent the related record, i.e., a field representing the related record of module 2 gets created in module 1 and vice versa.
Example, if you want to have one organization per contact, then you can create a one-to-one relationship between contacts and organizations.
In One-to-Many type, you can relate a record of module 1 (M1) to module 2 (M2) and relate multiple records of M2 to M1. A field gets created in M2 to represent a record of M1. A tab gets created in M1 to which lists the related records of M2 .
For instance, think of M1 as Projects, and M2 as RFI's. A Project can have many RFI's, but a RFI can only be related to one Project.
Projects example, a field that represents a related Project is created in a RFI record and a related tab listing the related RFI's is created within the Projects.
In Many-to-One type, you can relate multiple records of module 1 (M1) to module 2 (M2) and a single record of M2 to M1. Many-to-One is a reverse process of One-to-Many. A tab gets created in M1 that lists the related records of M2, and a field gets created in M2 that represents the related record of M1.
Example, you can relate many receipt notes to a purchase order.
In Many-to-Many type, you can relate multiple records of module 1 (M1) to module 2 (M2) and vice versa. A tab gets created in both the modules to list the related records of another module. Example, you can relate many assets to a quote, and many quotes can be related to an asset.
Parent-child relationship between two modules
The field values displayed for a lookup field always depend on the values of the parent field.
Adding a Relationships
Follow the below steps to add a relationship.