Edit Relationships Between Types of Entities and Their Categories

  1. Select Admin > Entity Definition > Categories.

  2. Select the entity type category whose relationships you want to view or edit.

  3. Select the Relationships tab.

  4. To define a new relationship:

    1. Select Add.

      The Entity drop-down shows the type of entity you're defining a new relationship for.

    2. In the Relationship field, enter the relationship.

    3. In the With entity drop-down, select the entity that the first entity is inversely related to.

    4. In the Inverse field, describe the inverse relationship.

      Relationship types must make sense when read in both directions.

      A way to check this is to say the relationship and its inverse out loud.

      For example, a person resides at a location and a location is a residence of a person.

      Don't add a relationship that doesn't make sense in both directions.

      Some relationships are the same in both directions, for example Also known as.

    5. If a start date is applicable, select the Start date checkbox.

    6. If a finish date is applicable, select the Finish date checkbox.

    7. If the relationship type is no longer active, select the Deactivated checkbox.

    8. Select OK.

  5. To update a relationship:

    1. Select the relationship.

    2. Select Update.

    3. Make your changes.

    4. Save your entries.

  6. Select Save.