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Create a CI relation to Locations

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William Gillin
Frequent Contributor.

Create a CI relation to Locations

I apologize if this has been answered elsewhere. I've searched but didn't find enough info to answer my question.

We are running SD 4.5 SP 22.

We want to create a relation for CI's to Locations similar to the way CI Orgs or CI Users is done (one to many with Add / Relate / Unrelate buttons).

The purpose is to track which locations use particular pieces of software.

I appreciate your time.
4 REPLIES
Ken Briscoe
Acclaimed Contributor.

Re: Create a CI relation to Locations

You may be able to use Generic Relations...but I don't know if they can be used with Locations. No doubt someone on the forum will know this.

Alternatively, create a CI record for each Location, then you can relate other CI's to multiple Location CI's with a specific new relation type. THis has the added advantage that you can then create custom fields on the Location CI to store more structured information about a Location than you can on the Location record itself.
My email is kenilian@bigpond.com.au
William Gillin
Frequent Contributor.

Re: Create a CI relation to Locations

Ken,

Thanks for the response. I've looked at Generic relations and we do that now relating SC's to other SC's. I was hoping for something a bit more streamlined like the CI Orgs.

I hadn't thought about creating a Location CI. My first thought is that I wouldn't want those to be options for being selected for SC's, etc. Have to give some more thought though.

Again, thanks.
Ken Briscoe
Acclaimed Contributor.

Re: Create a CI relation to Locations

yes, you can't prevent them being visible in CI lists etc. But we just have a UI rule on SC / IN / PR / CH CI field which tests the CI Category and if it's a Location CI, clear the field and pop up an error message (Before Save UI User Notification). Works well...but then we also have a specific requirement to store a lot of information about a site and a CI was the best way to do that. (Or use a special type of Person record).
What we've also done is create a new extended CI Custom field on SC, IN,and CR called "Site", and this allows users to enter the call/change location into the record.
Good luck ....
My email is kenilian@bigpond.com.au
William Gillin
Frequent Contributor.

Re: Create a CI relation to Locations

Thanks Ken. That gives us an option to consider.