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A relation connects two cards on a matching property, so an entry on one card can reach the entries related to it on another. Relations live in the Relations widget at the bottom of the card page. Relations widget
Add Relation only works on an Active card. On any other status the button is disabled with the tooltip “You can add relation only to active card”.
1

Open Add Relation

Press Add Relation.
2

Name the relation

  • Name — required.
  • Identifier — required, derived from the name. This is what destinations use.
  • Description — optional.
  • Display category — Default, Show sources, Show targets or Show target and source. Controls how the relation is presented in the catalog.
The identifier must not match any property ID on either card, and cannot be changed after the relation is created.
3

Pick the two sides

Add Relation dialogRelated From is the card you are on. Related to is the card you are linking to; only Active cards are listed.On each side choose the Property that holds the matching value, and optionally a Label naming that direction of the relation.
The labels are display names used inside Studio: on the Relations tab and the entry hierarchy panel of an entry, and on relation-based filters in the segment builder. Where a label is empty, Studio falls back to the relation’s Name.
Relations are matched by index lookup, so only indexed properties can be selected — to use another property, enable its indexing capability on the source first. The id property is always available.
Two constraints are enforced when you save: the two sides cannot both be the id property, and a list property cannot be related to another list property.
4

Sort the related entries (optional)

Tick Enable relation sorting to control the order related entries come back in. This is only available once a Related to card is chosen.Relation sorting optionsSelect sorting property picks which of the two cards the sort property comes from, then Sortable property picks the property itself.
The sortable property list is filtered by side: from the target card only Integer and Decimal properties are offered; from the source card only List properties are, because the list’s order defines the sequence.
5

Save

Press Save. The relation appears in the table, with the status of each card next to it.

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Edit or delete a relation

The menu at the end of a relation row holds Edit relation and Delete relation. Relation row menu On edit, the two cards are fixed — name, description, labels, display category and sorting can be changed. Both items are disabled while either card is Updating or Archived.
Delete relation is disabled while the relation is in use: “You can’t delete relation if it used in any destination or segment.”

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Using a relation in a destination

Creating a relation makes it available; it does not switch it on anywhere. To return related data from an endpoint, enable the relation on that endpoint in Destinations.