Creating and Changing Relations

Relations contain important information about an item. For example, the relation between a Service Call and a Person tells for whom the Service Call is created, helping determine who to contact for more information.

PROLIN Smart Client supports three types of relations:

One-to-many (e.g., many Service Calls for one Person)
Many-to-many (e.g., multiple users per Configuration Item)
Generic one-to-one, company-defined and flexible

One-To-Many Relations

Example: Service Call ↔︎ Person

In the Service Call: found as a Lookup field (e.g., Caller)

In the Person item: shown as a list of related Service Calls

Creating Relations

New Item: Click Add in the relations list to open a form for the new item.

Existing Item: Click Add Relation, use Advanced Find, then select an item.

Selecting items in the advanced find dialog

Managing Relations

Edit: Select the related item, then click Edit
Remove: Select the item and click Remove Relation

Note: Some relations (e.g., Service Call–Caller) are immutable after creation due to ITIL constraints.

Many-To-Many Relations

Shown as lists on both related items (e.g., CI ↔︎ Person).

The Many-To-Many relation list shown on a CI

Managing Many-to-Many

Use Add or Add Relation to link items.
Use Edit and Remove Relation as needed.

Selecting an item is the same as the other relation types

Generic Relations

Generic relations are custom, directional links between items, defined by the company to support specific processes.

Relation Direction

Incoming: From another item to the current item
Outgoing: From the current item to another

Managing Generic Relations

Locate the Generic Relations tab
Choose the appropriate list: Incoming or Outgoing

To Add:

Click Add above the list
Select relation Type and the related item
Click Apply and Close

To Edit:

Select the relation and click Edit
Modify fields in the dialog

To Remove:

Select the relation and click Remove

The dialog will pre-select the current item and only allow valid relation types based on configuration.

For more details:

See Entering Information in a Lookup Field
See Using Advanced Find
See Creating an Item