Relation types define how two actors can be linked to each other. A relation type describes the connection from both sides and indicates whether it is a one-to-one, one-to-many or many-to-many relation. The types are used when you create relations directly on an actor.
System-defined relation types are delivered with Sapera and cannot be deleted or renamed via the system name. You can, however, edit the display name and the roles on them.
From the hamburger menu in the top-left corner of Sapera, open Financial. In the left menu, select Actors → Relation types.
If you cannot see the menu item, you probably do not have permission to access it. Contact support.
1. Click New at the top of the list.
2. Fill in the fields in the edit form (see the description below).
3. Click Save to save the new relation type.
Display name: The name shown to users when they select a relation type. The field is mandatory.
System name: A unique technical name for use in integrations and configuration. The system name must be unique across all relation types. For system-defined relation types, the field is locked and cannot be changed.
Left role: The relation role that describes the first actor's function in the relation. The field is mandatory and is selected from the list of defined relation roles.
Left cardinality type: Indicates whether the first side of the relation can have one or many actors associated. The options are One and Many.
Right role: The relation role that describes the second actor's function in the relation. The field is mandatory and is selected from the list of defined relation roles.
Right cardinality type: Indicates whether the second side of the relation can have one or many actors associated. The options are One and Many.
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