Data Service user guide

DELIVERY:

Last updated May 23, 2025

Creating Relationships

Follow these steps to create a relationship between your entities.

In the Entities list, select the entity for which you want to add a relationship.
In the Fields tab, click Create New Field.
In the Create Field panel enter a Display Name in the corresponding field.
Select Relationship from the Type drop-down list.
Select the entity to which you want to create a relationship from the Related Entity drop-down list.
Select the display field to be shown in the user interface from the Related Entity Display Field drop-down list.
Click Save.