Relationship Operations

In the classic M-Files Desktop, right-click an object in the listing area and select Relationships to manage the relationships of an object.

Adding Object Relationships

To add a relationship to the selected object:

  1. On the Relationships From This Object or All Relationships tab, click Add Relationship.
  2. In the Select Target Object dialog, select the target object.
    For a specific version, right-click an object and click History.
    Tip: You can also drag and drop objects from other windows to the Relationships dialog to create many relationships at once.
  3. Click Open.
  4. In the Define Relationship dialog, select one of these options:
    OptionDescription
    Latest version The relationship always points to the latest version of the target object.
    Specific version The relationship points to the selected version of the target object. The relationship does not show updates to the object.
  5. Click OK.
  6. In the Relationships dialog, click Close.

Editing Object Relationships

To edit a relationship of the selected object:

  1. In the Relationships dialog, click Check Out.
  2. On the Relationships From This Object or All Relationships tab, select the relationship.
  3. Click Edit Relationship.
  4. In the Relationship Properties dialog, select one of these options:
    OptionDescription
    Latest version The relationship always points to the latest version of the target object.
    Specific version The relationship points to the selected version of the target object. The relationship does not show updates to the object.
  5. Click OK.
  6. In the Relationships dialog, click Check In.
  7. Click Close.

Removing Object Relationships

To remove a relationship of the selected object:

  1. In the Relationships dialog, click Check Out.
  2. On the Relationships From This Object or All Relationships tab, select the relationship.
  3. Click Remove Relationship.
  4. In the confirmation dialog that is opened, click Yes.
  5. In the Relationships dialog, click Check In.
  6. Click Close.