Working with the Relationship Viewer

This chapter provides an overview of the relationship viewer and discusses how to:

Configure relationship views.
Configure the relationship viewer.
View and maintain relationships and roles.

Understanding the Relationship Viewer

This section discusses:

Purpose of the relationship viewer.
Types of relationships.
Implicit and explicit relationships.
Roles in the relationship viewer.
PeopleSoft Enterprise Customer Relationship Management (PeopleSoft CRM) sample relationship views.

Purpose of the Relationship Viewer

The relationship viewer enables you to view, maintain, and add relationships for a specified business object, such as a company, site, consumer, contact, or ad hoc business object. You can configure relationship views that determine the relationships that appear in the relationship viewer. The relationship viewer is available as a standalone component, or you can access it from within the Company, Partner Company, Person, Site, Ad Hoc Business Object, Financial Account, and 360-Degree View components.

Types of Relationships

You can show four kinds of relationships in the relationship viewer: direct, indirect, peer-to-peer, and hierarchical. A direct relationship is established between two business objects of any type. For example, a direct relationship between a person and a company is established when you define the person as an employee of the company.

An indirect relationship is implied between two business objects that have the same type of relationship with a third business object. For example, even though two workers at a company work in different departments and are not directly related, they are indirectly related because each one has an employment relationship with the same company.

A peer-to-peer relationship is set up between business objects of the same type that share a direct relationship to a third business object of a different type. A peer-to-peer relationship formalizes an existing indirect relationship. Typically, you establish peer-to-peer relationships for the subset of indirect relationships that provide information that is relevant to the business objectives. For example, you might establish peer-to-peer relationships among the players on a company softball team to formalize the indirect relationship that these players already have to each other.

You can monitor relevant peer-to-peer relationships instead of viewing the entire set of indirect relationships. To continue the softball example, if the relationship viewer is configured to show direct relationships and peer-to-peer relationships, the relationship view shows that each player has a direct relationship to the company and a peer-to-peer relationship to the other players on the team. If you do not establish the peer-to-peer relationship among team members, you can only view all indirect relationships between each employee of the company, and you cannot identify which employees have a team member relationship to each other.

Hierarchical relationships show parent-child relationships between business objects. Relationship hierarchies are graphically represented with a tree format in the relationship viewer. Parent-child relationships are defined by the relationship type and the designation of business object 1 and 2 in the relationship, where business object 1 is interpreted as the parent and business object 2, the child.

The tree format view is not limited to true hierarchical relationships. You can also present peer-to-peer relationships in a tree format by designating one of the two roles as the parent when you set up the relationship view.

Implicit and Explicit Relationships

From all of the components that include the relationship viewer, you can view relationships that are created both implicitly and explicitly. Implicit relationships are automatically recorded to capture a relationship that is implied by a specified transaction. For example, when a company is associated with a contact by using the Company component, the system automatically records a relationship between the company and the contact: Contact ⇔Company, relationship type ID 10. PeopleSoft CRM provides system data, including role types and relationship types, for all implicit relationships. You can manually create or update implicit relationships by using the relationship viewer.

You can manually create explicit relationships by using the relationship viewer that is available in the Company, Consumer, Representative, Site, and ad hoc Business Object components. To create these relationships, you must set up the appropriate control values and configure a relationship view to recognize this type of relationship.

Roles in the Relationship Viewer

In PeopleSoft CRM, each business object might have more than one role. Roles determine which default views appear in the relationship viewer.

For example, Jim Smith has both the Contact and Consumer roles and he is currently in focus on the relationship viewer. The Contact role has a priority of 1, and the Consumer role has a priority of 2. In this case, the default relationship views that appear for Jim Smith in the relationship viewer are those views that are defined for the Contact role.

PeopleSoft CRM Sample Relationship Views

The sample data that accompanies the PeopleSoft CRM installation CD contains these relationship views that you can modify to meet the business requirements:

Relationship View	Configuration
CONSUMER CONTACTS	Level 1: (Role) Individual Consumer Level 2: (Role) Contact Relationships: Primary Contact ⇔ Consumer Contact ⇔ Consumer
CONTACT VIEW	Level 1: (Role) Company Level 2: (Role) Contact Relationships: Primary Contact ⇔ Company Contact ⇔ Company
SITE CONTACTS	Level 1: (Role) Site Level 2: (Role) Contact Relationships: Primary Contact ⇔ Site Contact ⇔ Site
SITE VIEW	Level 1: (Role) Company Level 2: (Role) Site Relationships: Company ⇔ Site

Configuring Relationship Views

To configure relationship views, use the Configure Relationship Views (BO_RELVW_CONFIG) component.

This section discusses how to configure relationship views.

Page Used to Configure Relationship Views

Page Name	Object Name	Navigation	Usage
Configure Relationship Views	BO_REL_VWCFG	Set Up CRM, Common Definitions, Customer, Configure Relationship Views, Configure Relationship Views	Create relationship views. The relationship view defines the tree that appears in a pane of the Relationship Viewer page.

Configuring Relationship Views

Access the Configure Relationship Views page.

Maximum Rows

Enter the maximum number of relationships to display on the Relationship Viewer page for the primary focus business object.

Levels/Roles

The fields that are in the Levels/Roles page region enable you to define the structure of the relationship tree.

Level	Enter the level at which this role and relationship pair appears in the tree. If you enter a level of 1, the system removes the Relationships group box from the page and it hides the Parent field.
Parent	Select the parent node for which this role and relationship pair appears in the tree.
Role	Select the role for the node that appears in the tree.
Maximum Rows	Enter the maximum number of relationships to show for this node of the tree on the Relationship Viewer page for the primary focus business object.
Enforce Hierarchy	Select to have business objects that have the same role and are related in a parent-child relationship appear in the proper hierarchy when the user views Multi Company or Customer Hierarchy relationships.

Folder Label

Use the options that are in the Folder Label group box to control how the relationship tree appears.

Role Type	Select to use Role Type as the folder label on the tree.
Custom Name	Select to use a custom name as the folder label on the tree.
None	Select to have no label appear for the folder on the tree. Use none if you want to suppress adding new relationships of this type.

Relationships

This page region appears only if you select a level other than 1.

Relationship Type

Select the relationship type for this role.

Search Criteria/Quick Create Template

Specify the business object (BO) search criteria or quick create template that is used when you add new relationships in the relationship viewer tree. If you specify a quick create template, the system uses this template and has priority over the BO search criteria. If you do not specify a quick create template, then the system uses the search criteria.

Market	Select the market.
BO Search Criteria	Select a BO search criterion.
Quick Create Template	Select a quick create template.

Configuring the Relationship Viewer

To configure the relationship viewer, use the Role Priority (BO_REL_PRIOROPT) component.

This section discusses how to:

Define Relationship Viewer page defaults.
Prioritize roles for the relationship viewer.

Pages Used to Configure the Relationship Viewer

Page Name	Object Name	Navigation	Usage
Role Type - Default Views	BO_REL_ROLEDFLT	Set Up CRM, Common Definitions, Customer, Role Type, Default Views	Specify the default views that appear in both sections of the Relationship Viewer page and specify the views that are to appear in the Select View list on the Relationship Viewer page. You can use a relationship view in more than one market.
Role Priority - Role Priorities	BO_REL_ROLEPRIORITY	Set Up CRM, Common Definitions, Customer, Role Priority, Role Priorities	Prioritize roles to determine the default relationship views that appear in the relationship viewer.

Defining Relationship Viewer Page Defaults

Access the Role Type - Default Views page.

Relationship View Name	Select the relationship view that you want to associate with the role.
Default Pane 1	Select the default view that appears in Pane 1 of the Relationship Viewer page.
Default Pane 2	Select the default view that appears in Pane 2 of the Relationship Viewer page.
Pane 1	Select the views that you want as selection criteria for Pane 1.
Pane 2	Select the views that you want as selection criteria for Pane 2.
All Panes	Select the views that you want as selection criteria in both Pane 1 and Pane 2.

Prioritizing Roles for the Relationship Viewer

Access the Role Priority - Role Priorities page.

Priority

Enter a number in this field next to each role that you want to prioritize. The system uses this field to determine priority. Priority works from lowest number to highest number.

Viewing and Maintaining Relationships and Roles

This section discusses how to:

View and maintain relationships.
View and maintain roles.

Pages Used to View and Maintain Relationships and Roles

Note. The Relationship Viewer page and the business object Relationships pages are identical in appearance and use.

Page Name	Object Name	Navigation	Usage
Relationship Viewer	BO_REL_VIEW	Customers CRM, Relationship Viewer	View and maintain current relationships for a specified business object.
Company - Relationships	RD_COMPANY_REL	Customers CRM, Company, Relationships	View and maintain current relationships for a specified business object.
Consumer - Relationships	RD_PERSON_REL	Customers CRM, Consumer, Relationships	View and maintain current relationships for a specified business object.
Contact - Relationships	RD_PERSON_REL	Customers CRM, Contact, Relationships	View and maintain current relationships for a specified business object.
Site - Relationships	RD_SITE_REL_2	Customers CRM, Site, Relationships	View and maintain current relationships for a specified business object.
Business Object - Relationships	BO_REL	Customers CRM, Business Object, Relationships	View and maintain current relationships for a specified business object.
360-Degree View - Relationship Viewer	RB_TD_REL_VIEWER	Click the 360-Degree View from the main menu. Click the Relationship Viewer tab.	View and maintain current relationships for a specified business object.
Create New <relationship> of <object>	BO_REL_VIEW_3	Click the Add New link on the view detail of the Relationship Viewer page. Click the Add New link on the view detail of the Relationships page in the Company, Consumer, Site, Contact, or Business Object component.	Add a new relationship.
Relationship Viewer - Update <relationship	BO_REL_VIEW_2	Click the pen edit button on the view detail of the Relationship Viewer page.	Update the relationship. You can modify the start date or end date for the relationship.
Maintain Roles	MAINTAIN_ROLE_SEC	Click the Maintain Roles link on the Relationship Viewer page or a Relationships page for a component.	Maintain roles for a specified business object.
360-Degree View	RB_TD_AGENT_VIEW	Click the 360-Degree button on the view detail of the Relationship Viewer page.	Access the 360-degree view of the specified business object. See Using the 360-Degree View.

Viewing and Maintaining Relationships

Access the Relationship Viewer page or the Relationships page for any business object.

Role

Select the role for which you want to view relationships.

Select View

Select a relationship view that you want to appear in the corresponding pane of the page.

The views that appear as selection criteria for this field are defined on the Role Type - Default Views page.

See Configuring Relationship Views.

Maintain Roles

Click to access the Maintain Roles page for the specified business object.

View Detail

The View Detail page regions show the relationships that are associated with the business object that is selected in a tree format. The default relationship view trees are based on the business object's roles and role priorities.

Click any link that is in the tree to view detail information for that business object. A PeopleSoft Enterprise CRM Business Object Relationship Model page for the business object type appears in a new browser. For example, if you click a contact link, the Contact - Contact page appears. If you click a site link, the Site - Site page appears.

The icons that appear to the left of the business object detail vary by business object. If no icon is specified for the business object, then a leaf icon appears in the relationship viewer for that business object.

See Modifying and Adding Role Types.

Add New <relationship>

Click to add a new relationship.

The Add New Relationship link appears at the beginning of every node that you configure with a folder label when you configure the relationship view.

If the node is configured with a quick create template, the quick create page appears when the user clicks this link.

See Configuring Relationship Views.

If the node is configured with a BO search criteria, the Add New <relationship> page appears.

See Viewing and Maintaining Relationships and Roles.

Click to update the relationship.

Click to display the 360-Degree View for the business object in a new browser window.

Note. The 360-Degree button only appears on the tree detail for role types that are supported by the 360-Degree View. See role type category 43 (360 Transfer Roles) for the list of valid role types.

Viewing and Maintaining Roles

Access the Relationship Viewer - Maintain Roles page.

When this page initially appears, all the roles that pertain to the specified business object and its start and end dates are listed in the Current Roles group box. Roles that were added by the system do not have an end date. If a user-added role does not have an end date, an Inactivate button appears next to the role.

Inactivate

Click this button to inactivate the role. When you click this button, the Maintain Roles - Inactivate Role page appears. Enter the End Date for this role and then click the OK button.

Add or Reactivate Role Information

Role	Select the role to add or reactivate for this business object.
Start Date and End Date	Enter the start and end date that this role is in effect.
Add or Reactivate	Click this button after you select the role and the start and end date to add or reactivate the role that is for the specified business object.