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Relationship Types - plugin or batch update

  • 1.  Relationship Types - plugin or batch update

    Posted 09-14-2020 07:17
    For the relationship plugin, is there a way to include the relationship type in the plugin? If not, is there a way to batch update relationship type without using the API?

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    Elizabeth Rosenberg
    Alight Solutions
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  • 2.  RE: Relationship Types - plugin or batch update

    Posted 09-14-2020 15:08
    Hi Elizabeth,

    Thank you for reaching out! It looks you'll need to configure the "parameters" of the plugin in Admin > Plugins 

    Please see the following links for helpful tips to guide you through this process:

    Set relationship parameters
    Configure Import Relationships Plugin

    Please note, an Org Admin will need to configure the Relationship plugin parameters.


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    Decoteau Wilkerson
    Jama Software
    OR
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  • 3.  RE: Relationship Types - plugin or batch update

    Posted 09-14-2020 15:56
    Decoteau - The above links only refer to creating the parent to child relationship, but there is no instructions on how to set the 'relationship type'.  I want the relationship type to be 'Test Case Scenario'. Is there another parameter that needs to be set?


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    Elizabeth Rosenberg
    Alight Solutions
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  • 4.  RE: Relationship Types - plugin or batch update

    Posted 09-15-2020 08:42
    The plugin uses the default relationship type that's set in Admin > Relationships.  You'll want to go there and change the default relationship type to the one you need before running the plugin.

    Speaking from past experience, if you need to run the plugin again but require a different relationship type don't forget to update it before running the plugin or you'll be stuck manually updating the relationship types for all the imported relationships after the fact.

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    Alex
    Fujifilm Sonosite
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  • 5.  RE: Relationship Types - plugin or batch update

    Posted 09-15-2020 08:54
    Edited by Decoteau 09-15-2020 08:55
    Hi Alex,

    We were considering a change to the default relationship type but seeing your recommendation and direct experience with how it works really helps!  Thank you for recommending this and sharing your insight on how to make it work.

    We appreciate you sharing this solution have placed a Helper badge on your profile!

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    Decoteau Wilkerson
    Jama Software
    OR
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  • 6.  RE: Relationship Types - plugin or batch update

    Posted 09-15-2020 09:06
    Thanks, Decoteau.  I'd love to see the plugin updated to also accept a Relationship Type parameter in the configuration as I have definitely made the mistake in the past of forgetting to change the default relationship type when using it.

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    Alex
    Fujifilm Sonosite
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  • 7.  RE: Relationship Types - plugin or batch update

    Posted 09-15-2020 12:02

    Hi Alex,

    This would be a great idea to submit in our Ideation module where we solicit and gather product feedback.

    You can go here, and use the search functionality to see if your idea is already in there. If it is, then you can vote and comment on the card. If there isn't, please post a new idea card!

    Please let me know if you have any questions!



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    Decoteau Wilkerson
    Jama Software
    OR
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  • 8.  RE: Relationship Types - plugin or batch update

    Posted 09-15-2020 12:48
    I just submitted it in the Ideation section.  Thanks, again, Decoteau.

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    Alex
    Fujifilm Sonosite
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  • 9.  RE: Relationship Types - plugin or batch update

    Posted 09-30-2020 11:48
    I made the mistake, and need to make correction.  How do I correct the relationshiptype?  Can I use a REST call?

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    kyoko LastName
    Canon Information & Imaging Solutions, Inc.
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  • 10.  RE: Relationship Types - plugin or batch update

    Posted 10-26-2020 11:25
    Hi Kyoko,
    As mentioned by Alex above, this cannot be done programmatically. There isn't an endpoint to change relationshiptypes.

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    Kristina King Manager, Technical Support
    Jama Software
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