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Guide

Create a custom relation

Last updated Inventory

AI summary

Create a Custom Relation to link objects together in both directions, such as a Team to its Cost Center. You add it through Inventory Options, and once created, the relation appears in builders and can be used in Provisioning and Reviews.

A Custom Relation links an object to exactly one instance of another object, for example a Team to its Cost Center. The link is visible on both ends: the source object shows its related instance, and the target instance shows the objects related to it.

Before you begin

  • Your Rencore role includes the inventory’s Edit permission. See Rencore roles.
  • Custom Metadata is included in the Enterprise Plan and available as an add-on to the Premium Plan.
  • The target object exists, for example a Cost Center Custom Object. See Create a custom object.

Steps

  1. Go to Inventory > Inventory Options ([…]) > Manage your metadata.
  2. Click the ellipses menu ([…]) in the top right of Manage your metadata and select + Add custom metadata.
  3. Select the object the Custom Relation should be added to.
  4. Click Continue.
  5. Under Custom relations, click + Add relation.
  6. Give the relation a name and description.
  7. Choose the target object it points to, for example a Cost Center Custom Object.
  8. Click Add.
  9. Click Save.

What you see

Once created, the relation shows up as an operand in the Segment, Report, and Policy builders, and can be filled in through Provisioning and Reviews the same way a Custom Property can. See Use custom metadata in policies and reports.

Frequently asked questions

How do I create a custom relation between two objects?

Go to Inventory > Inventory Options ([...]) > Manage your metadata. Open the ellipses menu, select + Add custom metadata, choose the source object, and click Continue. Under Custom relations, click + Add relation, enter a name and description, choose the target object, click Add, then click Save.

What do I need in place before I can add a custom relation?

Your Rencore role must include the inventory's Edit permission, and the target object must already exist, for example a Cost Center Custom Object. Custom Metadata is included in the Enterprise Plan and available as an add-on to the Premium Plan.

Where can I use a custom relation after I create it?

The Custom Relation shows up as an operand in the Segment, Report, and Policy builders. You can also fill it in through Provisioning and Reviews, the same way as a Custom Property.

Related pages

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