App Relationship Field

The App Relationship Field can be used to connect two Apps together. The App Relationship Field is most commonly used to store:

  • Related Projects (e.g: the Client’s Related Projects)
  • Related Tasks (e.g: the Project’s Related Tasks)

Note: You can also check the step by step process that goes into detail on how you can set up App Relationships in Fusioo.

Adding a App Relationship Field

To set up an App Relationship, navigate to the Fields page for your App and click on Add App Relationship, as shown below:

Connect Apps

 

Here are some of the App Relationship Field’s additional options:

Field on the connected App The name of the Field that will be added on the other side of the relationship.
Filter

The filter is used to exclude records in relationships based on certain criterias.

For example, let’s say you connect the Tasks and Projects Apps.

When adding a new Task and selecting a Related Project, you want to exclude Archived Projects from the list and only display Open Projects.

To do this, we can filter out projects that have been completed or archived, as shown below:

App Relationship Filter

Here’s how the Field will appear when you are:

  • Creating a new record
    While creating record

     

  • Viewing a record
    While viewing a record

     

  • In the List View
    In the list view

     

  • In the Badge View
    In the badge view

     

Note: In the List View and Badge View, the Field set as Badge Heading is used to represent the record. Find out how you can configure the Badge and change the Field used as Badge Heading.

Additional Information

Can be used for searching? No
Can be used to sort records? No
Can be used as a Badge Heading? No
Can be used for grouping in the Kanban Board? No
Filtering options

When using an App Relationship Field, you will be able to create filters using Fields from the connected App.

For example, if you expand the Related project Field, you will see all the Fields in the Projects App which you can use for filtering.

App relationship saved views
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