Creating iBase links

iBase links store their important information in records. To create links that contain records, create your links using the Data Source Pane.

About this task

To create an iBase link, the entities that you connect must contain iBase records, and the link type that you use must be permitted between the two entities according to the rules of the database. For example, it might be permitted to connect two people by an association link but not by an owner link.

When a chart item contains multiple iBase records, such as when two iBase entities are merged, one of the records is assigned to be the lead record. When you create an iBase link that is connected to an iBase entity, the link record is connected to the entity's lead record.

Procedure

  1. Open the Data Sources pane, click the Home tab, and then in the Data Sources group, select Connect > Datasources Pane.

  2. Select the two entities to be linked on the chart surface, and click New Link.

  3. Select a link type from the list of available link types that are relevant to the selection.

  4. Enter the information about the link into the form provided.