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How do I relate other items to the one I am editing?

The Related objects box below the edit form adds existing items (Add existing) or uploads a new file (Upload new) as related objects, shows the code that embeds or links each one in rich text, and Remove selected takes…

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How do I relate other items to the one I am editing?

A relation records that one item uses another. Exponential keeps four kinds, shown on the Relations tab of an item:

Relation typeHow it is made
Commonadded by hand in the Related objects box of the edit form
Embeddedan item embedded in a rich text field
Linkeda link to an item in a rich text field
Attributea relation field of the class, such as Image of an article

This page is about the Related objects box. Templates may show common relations, for example as a list of related pages; whether they do depends on the site.

Who can do this

Editors who may edit the item and read the items they relate. Upload new also needs permission to create the new item where uploads go.

Steps

  1. Edit the item and scroll below the fields to Related objects. It lists Related images, Related files and Related content, each with its count.
  2. To relate an item that exists, click Add existing, find it in the browser, select it and click Select.
  3. To relate a file from your computer, click Upload new, choose the file and confirm. A new item is made from the file and related at once.
  4. To place a related item in a rich text field, copy the code from its XML code column and paste it into the text, or use the editor's own embed and link buttons.
  5. To take relations away, tick them and click Remove selected. The items themselves are not deleted.
  6. Click Send for publishing.

What can go wrong

  • An embedded or linked item cannot be removed here. Those relations follow the text. Remove the embed or the link from the rich text field and the relation goes with it.
  • The relation shows nowhere on the site. The site's templates do not show common relations. Use a relation field or an embed instead, or ask whoever builds the templates.
  • You want to see who uses this item. The edit form does not show that. Open the item and look at Reverse related objects on its Relations tab.
  • The uploaded file landed in an unexpected folder. Uploads go to the place your site sets for each kind of file, usually a folder of the media library.

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