Associations for Custom Objects

Explore how to create and manage associations between custom objects and contacts, or between custom objects themselves, using Stack’s Custom Objects feature.

Creating Associations

Steps to Create Associations

1. Access the Custom Objects Section:

   • Navigate to Settings > Custom Objects within your Stack account.
   • Select the custom object for which you want to create an association.
   • Click on the Associations tab.

2. Set Up Labels:

   • Choose either a single label or a pair of labels to define the relationship.
   • Example: To associate a car with its owner, use labels like “Owner” and “Car.”
   • Note: All current associations are many-to-many in nature.

3. Save and Apply:

   • After setting up the association labels, click Save.
   • These labels can now be used to associate records within your custom objects or between a custom object and a contact.

You can create up to 10 association labels between two contacts or a contact-to-custom object combination.

Managing Associations

View Associations

• Go to the record details of the custom object.
• On the right side panel, find the associations listed under the Related Objects section.

Editing Associations

• To edit an association, select the association label, click on the kebab menu (3 dots icon), and select Edit.
• You can update the label name, though the internal name remains unchanged.

Removing Associations

• To remove an association, select the association label, click on the kebab menu (3 dots icon), and choose Delete.
• Type “DELETE” in the text box and click the delete button.
• Note: Deletion is possible only if there are no existing relations between different records using the specified label.

Associating Two Records Using One or Multiple Labels

Access the Records

• Navigate to the Custom Objects section or Contacts where your records are stored.
• Open the detail view of one of the records you wish to associate.

Initiate the Association Process

• On the right-hand side panel, locate the Related Objects section.
• Click on the Association icon (often a link or chain icon) to start setting up the association.

Select the Object to Associate With

• In the association setup window, choose the object to associate with the current record. This can be another custom object or a contact.
• Select the labels you want to associate the two objects with.
• Confirm the setup by clicking Save.

Finalizing the Association

• The association will appear under the Related Objects section of the record’s details.
• Click on the associated object or contact to view, modify, or delete the relationship as needed.
• You can also add associated objects as columns in the list view to quickly see which records are associated with any object record.

Each label can associate a maximum of 1000 records.

For more details on contact-to-contact associations, learn more here.