Relationship Records
- 17 Jun 2024
- 3 minute read
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Relationship Records
- Updated 17 Jun 2024
- 3 minute read
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- DarkLight
- PDF
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Person records can store information on various associated relationships (such as siblings, parents, and spouses), which exist as relationship records. Relationship records maintain much of the functionality that person records do, storing interactions, contact information, and data in custom, relationship-scoped fields grouped together in the same row, for instance.
Access Relationship Data
Relationships and their associated data may be viewed and edited through either person's Person record, or by using a query.
Relationship settings
Setting | Description |
|---|---|
Relationship Record | Select whether the relative being entered already has a record within Slate. |
Lookup Record | If relative exists as record in Slate, use Lookup Record to link the record. |
Type | Select the appropriate relationship type prompt. Custom relationship types can be created/modified by Configuring Slate Standard Fields and Prompts. |
Inverse Relation Type | Select the relationship type from the perspective of the relative record. |
Prefix | Select the appropriate prefix prompt. Custom prompt lists can be defined by using a key of 'prefix.' |
Name Information | Enter the name of the relative. |
Enter the email address of the relative. | |
Phone | Enter the phone number of the relative. |
Birthdate | Enter the birthdate of the relative. |
Age | Enter the age of the relative. |
Deceased | Select if the relative is deceased. |
Resides with Record | Select if the relative resides with the record. |
Via the Profile Tab of a Person Record
Click the Relationships tab in the right pane under Overview.
A new relationship can be added administratively by clicking on 'New Relationship', which displays a pop-up screen such as the following:
Via a Query
Click Queries / Reports in the top navigation bar.
Type - Configurable Joins
Category - Related
Base - Relation
Select any applicable exports and filters.
Why do I see a different number of rows in my relation-scoped query compared to my person-scoped or application-scoped query?
Keep in mind that a relation-scoped query will result in one row per relationship that meets the filter criteria. Depending on the query base that is used, the queries will very likely have a different number of resulting rows, even if their filter criteria are identical.
Mapping to Relationship Fields in Form / Events
Relationship data can be collected on person-scoped or application-scoped forms. It is recommended to begin storing relationship data at the applicant stage, where more comprehensive data is collected.
When collecting relationship data in this way, note the following:
In a person-scoped or application-scoped form, map fields to the following Relationship system field categories:
Relationship: Fields related to relationship details, including custom relation-scoped fields
Relationship Job: Relation job information
Relationship School: Relation school information
Similar to other data types (such as Interests, Sports, and Schools), if data for multiple relationships is collected on the same form, it is important to add a form section break between each set of fields and use the form field group setting, so that the relationship form fields do not overwrite one another when the form is submitted. Make sure that the first set of relationship fields before the section break all share the same group number and the second set of relationship fields after the section break have a different shared group number.
🔔 Important!Relationship records are able to match onto existing records only if the relationship type matches (along with the first name and last name), so any sources, including forms, that do not include a relationship type can cause relationship record duplication.
Why isn't my person-scoped form updating the relation data on an applicant record?
Active applications can prevent Slate from adding new relation data to person records. By default, all forms (that are not application, application creation, or reader-scoped) are treated as "Safe," meaning that, if an application in an active period exists for a record, fields configured as Safe on that record won't be updated by safe source imports or a safe form submissions.
To override safe behavior on all fields within a form:
In your form, select Edit Properties.
Select Unsafe.
Select Save.
To override safe behavior for only specific fields:
In your form, double click a field to open the Edit Field popup.
Select Unsafe Override.
Select Save.
📖 Further reading
Explore our Safe / Unsafe documentation to learn more about how safe and unsafe behavior can affect your records.
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