Flavor type "Relation"

Flavors with type "relation create links to other tasks or entire projects and display them in a structured and clear manner. 

Using relation flavors

Relation flavors can be displayed and edited in task details, project master data (details) and in list views.

1. Click on the cell of a relation flavor in the flavors table
   
   
   
   
2. The popover shows linked items as well as a search field to link more items. 
   
   
   
   
3. To link more items, select Search for tasks and enter a search term. Depending on the flavor settings, the whole workspace or a specific project will be searched.
   
   
   
   

Creating a relation flavor

1. In the flavors section, click the + icon
   
   
   
   
2. Enter a name for the new flavor
3. By default (currently) the flavor type "List" is set initially. Therefore, you need to change the flavor type to Relation
   
   
   
   
4. That's it! You can use the new flavor now.

Relation flavor properties

1. Open a task dialog (or project master data dialog) for this purpose.
2. Open the flavors menu by clicking on the name of a flavor in the flavors table

Color

The color works analogously to other flavors and applies globally to all flavor values.

Configure

1. Select ⚙️ Configure
2. In the following dialog you can make various settings. Choose
   
   1. a Title
   2. a Tooltip
   3. from where a relation should originate (Related to)
   4. Fields to be displayed as columns in the popover.
      
      
      
      
3. Click Save

Hide flavors

Select 👁️‍🗨️ Hide flavor. You can now choose whether a flavor should be visible in the task dialog or not.

• Always show: The field is always displayed, whether empty or not
• Hide when empty: The field is hidden if it has no value
• Always hide: The field is always hidden in the task dialog, but is still quickly accessible below the table.

Remove or delete flavors

In the context menu of flavors, flavors can be removed by selecting Remove flavor. Flavors can also be permanently deleted via the Configure menu.

The difference between removing and deleting a flavor:

• Remove flavor: removes the field from the flavor table of a task/project 
• Delete permanently: deletes the field from the entire workspace permanently

Filter flavors of type “Relation”

The filter settings are configured within a flavor of type Relation. Depending on the selected reference object, a filter button appears, allowing additional restrictions to be defined.

Procedure:

1. Select an existing flavor or create a new one.
2. Choose the flavor type Relation.
   
3. Open the flavor configuration.
   
4. Define which objects the relation applies to.
   
5. Open the filter option and set the desired filter criteria.
   

Filter Options in Result Lists

The result list of a relation flavor is filtered based on the defined settings. This affects both direct searches and recently opened objects.

If a filter is active, a Filter (1) button is displayed in the view. Clicking this button allows the set filter to be viewed in read mode.

Additional Notes

• Activated filters affect both search results and filtered selections.
• If no filter is defined, all available objects of the respective relationship are displayed by default.

Conclusion

Filters for relation flavors allow a targeted display of relevant links. Through flexible configuration, relation flavors can be tailored to specific requirements, improving clarity in search results.