Relation names cannot be changed after creation (they affect the API). Plan your names carefully.
Before You Start
Decide:- Which objects are you connecting? (e.g., People → Companies)
- Which is the “one” side? (e.g., Company)
- Which is the “many” side? (e.g., People — many people work at one company)
- What should the field be named on each side?
Steps
- Go to Settings → Data Model
- Select the object where you want the relation (typically the “many” side)
- Click + Add Field
- Select Relation as the field type
- Choose the target object
- Select One-to-Many or Many-to-One
- Enter field names for both sides of the relation
- Click Save
Example: People → Companies
- Go to Settings → Data Model → People
- Add a Relation field
- Target: Companies
- Type: Many-to-One
- Field on People: Company
- Field on Companies: Employees
Deleting a Relation
- Go to Settings → Data Model
- Find the relation field
- Click ⋮ → Deactivate
Deleting a relation doesn’t delete records. Only the link between them is removed.
Related
- Relation Fields — types and limitations
- How to Import Relations — bulk import linked records