Connection relationship types and properties

Relationship types and properties are a key part of Workiro's ability to mould itself to you and your organisation.

Want to organise and categorise your contacts?

Want to focus on specific groups of people?

Want to see tasks, conversations and files specifically related to your clients or to your suppliers? 

In this guide:

• Relationship types
• Relationship type properties
• Associated Workspace

Relationship types

Relationship types are completely customisable within your Workiro team account and allow you to label, group, filter and manage connections based on the nature of your relationship(s) with them, such as:

• Customer / Client
• Supplier / Vendor
• Partner
• Contractor
• Investors

Whilst everyone within a Workiro team account can view the list of relationship types in Settings -> Relationship Types, Team owners and admins are the only people that can add, edit and delete items. You can set up as many relationship types as you need.

Once the team owner or admin has set up these types, anyone in the team can use them to categorise contacts.

Relationship types can be applied:

1. When you initially add the connection

2. Or anytime after they've been added, by editing the connection's profile.

Connections can have more than one relationship type if needed e.g. Customer and Vendor.

Once any connections have been tagged by relationship type, you can filter and view them easily from the connections overview.

Relationship type properties

Relationship type properties allow you to add additional information for each relationship for reference.  For example, every connection with a relationship type of 'Customer' may require the property 'Customer Code'. If you are integrating with a third party system you will want to enable a property specific to the integration, for example a Netsuite Id. Add these properties when you create a new relationship type, or edit the relationship type from its menu.

The properties are available when adding the relationship to a connection.

Relationship type properties for integrations

When used in combination with the powerful Workiro Hyperlink API, relationship type properties enable a third party system to reference connections in Workiro. Setting the correct relationship type and properties is a prerequisite for the integration to work. Refer to the following table to ensure you have set up correctly. 

Associated Workspace

When you create or edit a relationship type you can optionally associate it to a workspace. 

This setting determines whether the tagging rules from that workspace apply when a document is related to a connection of this type.

For example, you might associate your customers with your accountancy workspace so related documents must be classified by an accountancy tag.