Example

This section describes examples of how to use Virtual Relation.

For details such as how to perform operation on the actual screen, see "Output data using Virtual Relation".

Objects in a layer far from the base object

This section explains an example of creating an invoice.

A user creates an invoice for each opportunity, and outputs data such as the category and the name of the product to be sent.

These data are stored in each object (Business object or Category object) related with the Opportunity object.

Build Virtual Relations

Build Virtual Relations from Opportunity object as the base point to Products object in order, such as between Opportunity object and Business object, between Business object and Category object.

Here, the user needs to build five Virtual Relations. This section describes building two Virtual Relations between Opportunity object and Business object, and between Business object and Category object as an example.

Virtual Relation between Opportunity object and Business object

The two objects are related using the "Opportunity ID" field in each object as an external key.

Setting item		Setting
Related Object		Opportunity
Target Object		Business
Type		Detail Object
Join Criteria / Filter Criteria	Field of Business	Opportunity ID
	Operator	equals
	Field / Value	Field
	Field of opportunity	Opportunity ID
Output Conditions	Limit the Number of Outputs	Clear the check box.
Output Conditions	Maximum Number of Outputs	(Not specify)
No.1 Sort Condition	Field	Business ID
No.1 Sort Condition	Order	Ascending order

Virtual Relation between Business object and Category object

The two objects are related using the "Business ID" field in each object as an external key.

Setting item		Setting
Related Object		Business
Target Object		Category
Type		Detail Object
Join Criteria / Filter Criteria	Field of Category	Business ID
	Operator	equals
	Field / Value	Field
	Field of Business	Business ID
Output Conditions	Limit the Number of Outputs	Clear the check box.
Output Conditions	Maximum Number of Outputs	(Not specify)
No.1 Sort Condition	Field	Category ID
No.1 Sort Condition	Order	Ascending order

Build other three Virtual Relations by specifying an external key between objects in the Join Criteria / Filter Criteria field.

Create SVF buttons

Create an SVF button in the SVF Button Settings screen, and specify the fields to be output.

Setting item	Setting
Salesforce Object	Specify Opportunity object
Field - Salesforce Field - Detail Object	Specify the object fields to be output from each Virtual Relation you built.

Example of output form

Multiple child objects of the base object

This section explains how to create quotes for wedding as an example.

A user creates quotes for wedding for each opportunity, and outputs the data such as Table coordination, Flower decoration/Venue decoration.

These data are stored in each object related with the Opportunity object as a child object, such as Table coordination object, Flower decoration/Venue decoration object, etc.

The records output from each object are narrowed down to one. However, 10 records are output as details only for Wedding gift and sweets object.

Caution

If you want to output multiple records from a child object as a detail record, select Print only if one or more fields were modified in General of Properties for the record of SVF Cloud Designer.