Create the Linked Asset Relationship

This feature requires a Cartegraph OMS license.

You must have administrator rights to access this feature.

1. Click >Structure Manager.
2. Select the asset recordset you want to link to in the Structure view. This recordset becomes the child recordset.
3. Click Create>Field.
4. Select Lookup as the Field Type and click Done.
5. Enter the name of the asset you are linking to as the Field Name. This becomes the parent recordset.
6. The Column Name automatically populates based on Field Name. Change this if needed.
7. In the Lookup Source section, click Select Lookup and select the asset parent recordset you want it to link to.
8. Click Done. The Unique Field populates automatically from your selected linked recordset.
9. Click Save.
10. Select the child recordset you selected in step 2 and click Create>Relationship.
11. Select the parent asset recordset you wish to link to and click Next.
12. Select the Lookup. The lookup field value defaults if only one lookup field exists for this recordset.
13. The Plural Name, Singular Name, and ID default from the original asset recordset. Change the names if needed.
14. Click Linkable asset relationship.
15. Click Finish & Save.
16. Repeat these steps until you have all the assets you need linked together.
17. 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.