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Edit Relation Action & Link Popup

Relation attributes — the data stored on the link between two records — are captured in two moments:

  • when a user links records together (the link popup), and
  • when a user edits an existing link afterwards (the Edit Relation action).

By default, both show Protrak's built-in list of relation attribute fields. Attaching an Edit Relation form replaces that list with a layout you design: your containers, your field order, your grouping.

Attaching a form is optional everywhere. Leave the field blank and the built-in list keeps working exactly as it does today.

To design the form first, see Edit Relation Forms.

Where This Is Available​

SurfaceAvailable?
Relation widget — Link Options (search/link button)✅
Dashboard widget — Link Related Instance row action✅
Relation widget — Edit Relation row action✅

Each is configured separately, so attaching a form in one place doesn't affect the others. The three sections below cover them in turn.

Not available on Reference attributes

A Reference attribute links records through a single field and has no relation-attribute step, so there is nothing to attach a form to. Use a Relation widget when you need relation attributes.

Every Relation widget can offer a 🔍 search button in its toolbar, which opens the link popup for picking records to link.

  1. Open the Type Widget for the Relation widget in Design Studio.
  2. Find the Link Options table.
  3. On the Show Search Button row, make sure Visible is on.
  4. Click the ⚙ (gear) icon on that row to expand its settings.
  5. In the Edit Relation Form field, select the form to use — or leave it blank for the built-in attribute list.

The dropdown lists only Edit Relation forms built for this widget's related type and relation type, so you can't pick a form that doesn't fit. The ↗ icon next to a selected form opens it in Design Studio in a new tab.

On a Dashboard widget, the same popup is opened by the Link Related Instance row action.

  1. Open the Type Widget in Design Studio.
  2. In the Columns section, open the Actions column's settings.
  3. Click Add Action and set Action Type to Link Related Instance.
  4. Fill in the required Relation Direction, Relation Type, and Related Type fields.
  5. In the Edit Relation Form field, select the form to use — or leave it blank for the built-in attribute list.
Set the relation fields first

The form dropdown is scoped by Relation Type and Related Type. Fill those in before opening it, or the list will be empty.

Configure It on the Edit Relation Action​

The Edit Relation row action lets a user change the relation attributes of a link that already exists — without unlinking and re-linking.

  1. Open the Type Widget for the Relation widget in Design Studio.
  2. In the Columns section, open the Actions column's settings.
  3. Click Add Action, set Action Type to Edit Relation, and give it a display name.
  4. In the Edit Relation Form field, select the form to use — or leave it blank for the built-in attribute list.

What Users See​

  1. The user clicks the search button (or the Link Related Instance action) and picks one or more records.
  2. They click Done, and the popup's right-hand pane shows the relation attributes for the selection — your form, if one is configured.
  3. They fill it in once and click Link. Those values are written to every link created from that selection.

In the Edit Relation popup​

The user clicks Edit Relation on a row and gets the relation's current values, laid out by your form. Editing and saving updates the link.

If the form can't be loaded​

If the configured form has been deleted, or the request fails, the popup quietly falls back to the built-in relation attribute list. Users are never blocked, and nothing is lost.

Titles That Adapt to the Record​

On all three surfaces above, a Title widget on your Edit Relation form can use Dynamic Text instead of a fixed heading. A title of Assign @RelatedType.PluralName to this @Type.SingularName shows users "Assign People to this Project", filled in from whatever record and relation the popup was opened from.

This is set on the form itself, not on the action — so a single form carries its title to every surface you attach it to. See Edit Relation Forms → Make the title adapt.

Two different headers

The Link Popup Header you configure on the Link Options row is the popup's own title bar. The Title widget above is inside your form, in the right-hand pane. Both support Dynamic Text, and they're set in different places.

Troubleshooting​

SymptomLikely cause
The Edit Relation Form dropdown is emptyNo Edit Relation form exists yet for this related type + relation type pair, or the relation fields on the action haven't been filled in yet. Create one — see Edit Relation Forms.
The popup shows the old field list, not my formThe form is not selected on this surface (each of the three is configured separately), or the widget config wasn't published after the change.
The Link button won't enableA required field on the form is still empty, or the form config is still loading — it enables on its own once loaded.
My form's fields are missing from the popupOnly relation attributes can be placed on an Edit Relation form. To edit the related record's own fields too, use a Quick Edit form with Relation scope.
Part of my form's title is blankA placeholder had nothing to resolve to and was dropped, along with the punctuation that only separated it. @Type.* is empty when the relation grid isn't on a parent record — see Dynamic Text.

Next Steps​