Manage Relationship Types
The system administrator is the only one with permissions to manage existing relationship types. Management of relationship types includes the following:
- Edit – all options will be modifiable except the Relationship Type, Binding Rule and Entity Type
- Delete – not available for Relationship Types that have active relationships
- Disable – a disabled Relationship Type will not appear on the list of available relationship types on the Document Relationships UI, existing relationships of this type will remain in effect
- Enable – makes a disabled Relationship Type available for selection from the list of relationship types on the Document Relationships UI
To manage a relationship type:
- Access the Document Relationship Types UI
- Select the Relationship Type by clicking on the name
- To edit, make all modifications and click on the “Update” button.
- To Disable/Enable, click on the corresponding button at the bottom of the page.
- To delete, click on the Delete button.