The following article contains instructions for creating and deleting relationships in the Relationships view of the Partners application.
Create a relationship
Preconditions
A relationship category created in the Partner relationship categories application needs to be available.
Instructions
- Open the Partners application and switch to the Relationships view
- Select the [New] button in the Relationships section. A new line item will be added in the work pane.
- In the Partner column, enter a partner with whom the relationship is to be created
- In the Relationship category, specify the relationship category
Note
Depending on the selected relationship category, required fields are activated: Sequence, Valid from, Valid to.
- Select the [Save] button in the application header to save changes
Delete a relationship
Preconditions
It is not possible to delete a predefined relationship.
Instructions
- Open the Partners application and switch to the Relationships view
- In the work pane, select a relationship to be deleted and click the [Delete] button in the Relationships section
- The selected line item will be marked for deletion; after clicking the [Save] button in the application header, they will be deleted from the work pane