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Party Relationship Settings
You must define the characteristics of a specific relationship, including the Ids of the related object records, their roles, and a value representing the strength of the relationship.
Setting | Required? | Description | Example |
|---|---|---|---|
Relationship Name |
Yes |
A name for this relationship. |
Jane and Alex |
Target Party Id |
Yes |
The target party in the relationship. You can search for the target party by name. |
Alex Lang |
Source Party Id |
Yes |
The source party in the relationship. You can search for the source party by Name. |
Jane Doe |
Primary Role |
No |
An optional label to override the Source Role in the Party Relationship Type. |
Aunt |
Target Role |
No |
An optional label to override the Target Role in the Party Relationship Type. |
Nephew |
Influence Score |
No |
An integer from 1 to 5 indicating degree of influence. |
4 |
Active |
No |
Whether the relationship is currently active. |
Checked |
Relationship Start Date |
No |
When the relationship began. For a Timeline graph, this value must be specified or the graph shows no data for the relationship. |
3/4/1993 |
Relationship End Date |
No |
When the relationship ended. |
(no value) |
Relationship Type |
Yes |
A Party Relationship Type. You can search for the type by Source Role. |
Relative |
Comment |
No |
An optional text string to describe the relationship. |
Alex looks up to Jane and takes her advice seriously. |
Strength |
Yes |
An integer field that specifies the strength of the relationship. For a radial graph, specify the closeness of the relationship on a scale from 1 to 5. For a Sankey diagram, specify the thickness of the flow with a positive integer. To display the Strength field for editing and configure its length, see Configure the Strength Field for Party Relationships. |
4 |
