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Cartegraph Campus

Share a Recordset

This feature requires a Cartegraph OMS license.

You must have administrator rights to access this feature.

  1. Click Administrator Icon>Structure Manager.
  2. Select the recordset want to contain the lookup field. We will refer to this as Recordset 1 going forward.
  3. Click Create>Field.
  4. Select Lookup as the Field Type and click Done.
  5. Enter the name of the recordset you want to share with in the Field Name field.
  6. Column Name automatically fills based on Field Name. This can be changed if desired.
  7. In the Lookup Source section, click Select Lookup and Recordset 2. Click Done. Unique Field populates automatically from Recordset 2.
  8. Click Save.
  9. Click Recordset 1 again and click Create>Relationship.
  10. Select Recordset 2 and click Next.
  11. Select the Lookup if multiple exist. The lookup field value defaults is only one lookup field exists for this recordset.
  12. Plural Name and Singular Name default from Recordset 1. Change names if desired.
  13. Click Finish & Save.
  14. If this is the only change being made, click Publish. If there are other changes to be made, then you can Publish after all the changes are made.

Example

For this example you want to share the Equipment recordset to the Bridge recordset:

  1. Click 2018-04-17_0919.png >Structure Manager.
  2. Select Equipment.
  3. Click Create>Field.
  4. Select Lookup as the Field Type and click Done.
  5. Enter the Field Name as Bridges.
  6. Column Name automatically populates based on the Field Name.
  7. In the Lookup Source section, click Select Lookup and Bridges.
  8. Click Done. Unique Field automatically populates to the unique and required field in the Bridge recordset.
  9. Click Save
  10. Click the Equipment recordset again and select Create>Relationship.
  11. Select Bridges and click Next.
  12. The lookup field value automatically populates.
  13. Plural Name and Singular Name default as Equipment.
  14. Click Finish & Save.
  15. Click Publish.
The Equipment and Bridges recordsets now have the share icon indicating this is in a shared relationship.
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