Object Type Groups Overview

Article Content

Overview
User Account Requirements
Related Information/Setup
Example

Overview

Object type groups arrange one or more object types into a category to create relationships. Object type groups are required when creating relationships because they allow users to create and draw data from multiple object types via a single relationship, which thereby prevents administrators from having to create multiple relationships for each relevant object type.


User Account Requirements

The user must have Administrator permissions in order to access, add, edit, or delete an object type group. 


Related Information/Setup

Please refer to the following articles:


Example

To track the person who created an incident, whether an employee or visitor, you need to create a People object type group and add the Employee Record and People object types to it. Then, select this group when creating a People Involved relationship on an Incident. When an Incident object is created, the user can select an existing record or create a new one from either the Employee Record or Person object types in the People Involved field on a form.

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