Custom Relationship Fields
- 07 Mar 2026
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Custom Relationship Fields
- Updated 07 Mar 2026
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Relation-scoped fields store data specific to an individual relationship record. These fields allow institutions to capture additional information beyond the standard relationship fields visible on the Profile tab of person record. Each relationship record maintains its own values for relation-scoped fields.
Creating Custom Relationship Fields
Select Database on the top navigation bar and select Fields.
Select New Field.
Select a scope category of Related and a scope of Relation. The remainder of the settings are the same as the process for creating custom fields and should observe the same considerations.
Tip
Exports and Filters are made available overnight. However, to gain immediate access to these when building a Query or mapping form fields, table refreshes are necessary. Navigate to Database and click Refresh Configurable Joins Library.
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