Remove From Relationship action is used to remove a link between child object and its parent object(s) and it supports both group and single parent dissociation.
How it Works:
When this action is triggered, the system identifies the related parent object(s) using the specified relationship field and lookup keys.
If only the relationship field is provided (without lookup keys), then the system will remove the link between the current object and all the parent objects found for the given relationship.
If the lookup keys are used, the system will remove the link with only a specific parent(found through lookup), allowing for more control.
For example, this action can be used in ownership transfer workflow, where the link between a unit and its previous owner needs to be removed when the new ownership comes into the picture.
Configuration
In the admin portal, open the child track where you want to create the action.
Go to Actions page and click Create New.
Enter Name(unique) and a meaningful description.
Select RemoveFromRelationship as action Type.
Set Relationship Details:
Choose the parent track from which the relationship should be removed.
Select the relationship field that connect the child and parent tracks.
Add Lookup Keys:
Click the Keys + icon.
For each key, there is:
Search by Field: A field from the parent track.
Search by Value: A field from the child track.
The system takes the value from the Search by Value field and compares it with the Search by Field in the parent track. If they match, that specific parent is removed. You can add multiple lookup keys to narrow down to the exact parent-child relationship you want to remove.
Click Create.
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