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Overview

Relation fields connect records from different objects—for example, linking People to Companies.
Relation names cannot be changed after creation (they affect the API). Plan your names carefully.

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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?
See Relation Fields for relation types explained.

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Steps

  1. Go to Settings → Data Model
  2. Select the object where you want the relation (typically the “many” side)
  3. Click + New Field
  4. Select Relation as the field type
  5. Choose the target object
  6. Select One-to-Many or Many-to-One
  7. Enter field names for both sides of the relation
  8. Click Save

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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
Now each Person can be linked to a Company, and each Company shows its People.

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Deactivating a Relation

  1. Go to Settings → Data Model → object of your choice
  2. Find the relation field and click it
  3. Click Deactivate button
Links are preserved but hidden. Reactivate to restore.
Deactivating a relation doesn’t delete records. Only the link between them is removed.

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Deleting a Relation

  1. Go to Settings → Data Model → object of your choice
  2. Find the relation field and click it
  3. Click Delete button
Applies only to custom relations. Standard relations can only be deactivated.