Related objects are those objects whose records may be associated or linked to another object record and may be accessed directly from that object record. For details on the TeamConnect objects and their default relationships with one another, see About Objects.

Related objects in templates are associated with the main object in the following hierarchical ways:

•Child-parent

•Involved object

•Embedded object

Non-hierarchical related objects are not available on the Records tab of templates.

The Records tab of template screens displays a folder for each related object in the object definition. For example, a Dispute (custom object) template includes folders for the following related objects:

•Involved

•Task

•Appointments

•Expenses

•Accounts

•Embedded projects

•Child projects

•History

You may use templates to specify which related object records to create and which of their fields to populate with values.

Note: Although Document is a related object to projects, you may not define documents on the Records tab of the template screen. For more information, see Default Document Folder in the General Tab on Template Screens table.

Points To Remember

Consider the following points when defining related objects in a template:

•You have to add a separate related object for each associated record you want to be automatically created every time a new record is created. For example, if you need one account, one history record, five involved records, and five task records to be created, you must add twelve related objects in your template.

•You have the option of either creating a separate template for each related object or defining it within the main template.

oIf you need to define only a few default values for certain fields in a related object, you may want to do this within the main template, such as the Due Date and Description for a task.

oIf you need to define a more complex related object, with sub-objects, you have to create a separate template for it and the link it to the main template, for example, an account with its default category, posting criteria and a set of child accounts.

•You may also define a default document folder for each new record that is created based on the template. See Default Document Folder in the General Tab on Template Screens table.

You may define sub-objects on the Records tab of the template screen in the appropriate object definition.

Adding Involved Objects

You may define Involved object values in a template to automatically add an involved party record and populate its Contact field. To do this, you must specify one of the following values:

•An active group or user as a dynamic value

•A group as a static value (the group must include at least one active user)

•A user's contact as a static value

•A contact group (Address Book) as a static value (the contact group must include at least one active user's contact record)

•A dynamic value ending with the following object attributes:

oassigneeList(role).user

oassigneeList(Any).user

Note: Only active assignees may be used.