Overview
Reference attributes connect records across objects. For example, a person’s company reference identifies the company they work for. Following that reference gives you access to the company’s attributes. You can use related data in filters, including filters that determine which records enter a play. You can also follow references in template variables to personalize content with values from related records.How references work
A reference points to a record in another object. When you create a relationship, Unify adds a reference attribute on each object so the connection can be followed in both directions. Each side can reference one or many records:
“One” means at most one related record. In the relationship editor, at least
one side must allow many records.
The attributes define the relationship between objects. Values supplied through
an integration or the API connect the individual records.
Create a relationship
Both objects must exist before you create the relationship.1
Add a reference attribute
Open an object in Settings → Data management.
In Attributes, click Create attribute and choose Relationship
as the type.
2
Configure both sides
Select the related object. Give each side an attribute name describing the
records it references, then choose whether it can reference one or many
records. Each attribute also has an API name that is fixed after creation.
3
Create the relationship
Click Create attribute. The two objects now have reference attributes
that your integration or API can populate with related records.