What are Relationship Fields?
Relationship fields are data elements that establish connections and dependencies between different objects in Productive to help you create meaningful and insightful views and reports, as well as present the data in a structured manner.
How it works
First, you have to define the source objects to create the relationships. Each module, e.g. Budget or Contacts, has its source object, while Reporting has multiple sources from which you can choose.
Once the source objects are defined, you can combine them and create relationships.
For example, you can combine object Booking (source object from Resourcing) with objects such as Budget, Company & Project.
Where are Relationship Fields Used?
The most common use for relationship fields is in the creation of reports.
For example, you may need to generate a report on the number of tasks completed by each user in a given time frame, but you would also like to know how many of those were tasks from client projects. To get this information, you would simply add a Project: Type field, which is a field related to the object Project:
Detailed views can also be created with relationship fields. Let us say that you are looking for the list of invoices that were issued to companies with payment terms set to 30 days. Payment terms are related to the object Company, so you would need to combine data for invoices and companies - that can be done with the relationship fields, which can also be used as a filter:
Relationship fields work for custom fields too. In case you have a custom field for projects that you would like to use in a report for budgets, you can apply it in the filter area or add it as a field: