Managing links between entities in Tribe allows you to organise relationships between records clearly and efficiently. This feature is useful for controlling how linked information is displayed, whether as fields in the details, tabs, or both. You might use it to simplify views when one entity is linked to many others or to prioritise the display of important links. By following this guide, you will learn how to configure, hide, and sort links between entities in Tribe.
Table Of Contents
What Does Managing Links Between Entities Do?
How Can I Hide Links Between Entities?
How Do I Sort Links Between Entities?
Quick Summary
What Does Managing Links Between Entities Do?
This feature allows you to manage the display and order of links between entities. You can:
Set the order of link fields and the links themselves.
Choose how links are displayed: as a field in the entity details, as a tab, or both.
Customise the visibility of links depending on your workflow.
These settings apply only to custom-created links. Default links provided by Tribe CRM cannot be modified.
How Can I Hide Links Between Entities?
You can hide links in the following areas:
On the creation screen.
In the entity details.
As a tab within the entity.
Settings are available on both sides of a custom link, depending on the link type.
For Example: Suppose you have a link between Complaints and Employees. One employee may handle several complaints, which could clutter the employee record with a long list of linked complaints. By hiding the link in the employee details, the record remains clear.
If needed, all linked complaints can still be displayed in a separate tab.
How Do I Sort Links Between Entities?
Previously, only fields could be sorted in Tribe. Now, links themselves can also be ordered. All links appear in the configuration list alongside fields. Moving a link in this list determines the order it appears in the entity details, ensuring that the most relevant links are visible in the preferred sequence.
Quick Summary
Managing links between entities in Tribe lets you control how linked records are displayed and organised. You can hide links to simplify views and show them as fields, tabs, or both. Sorting links ensures that important relationships appear in the desired order within entity details.