Linking Collections to People and Facilities

Create relationships between a collection and other entities—such as People, Rooms, or Dimensions—to connect your custom data with the rest of Senbee. These links make it possible to filter, report, and navigate across datasets seamlessly.

Written By Tristan White

Last updated 5 months ago

Why Link Collections

  • Cross-dataset reporting: Combine custom records with existing modules for powerful insights.

  • Single source of truth: Show who owns or uses a particular asset, key, or server.

  • Easy navigation: Jump between a collection record and its related people or facilities.

Add a Relation Field

  1. Go to Collections in the sidebar and open the collection you want to connect.

  2. In the Fields tab, click Add Field.

  3. Choose Relation as the field type and click Next.

Configure the Relation

  • Name: Enter a descriptive label such as Assigned To, Linked Room, or Associated Company.

  • Related Collection: Pick the target entity:

    • People – link to a person’s profile.

    • Rooms – connect to specific rooms or floors.

    • Dimensions – attach to companies, departments, vendors, etc.

    • Another Collection – link to a different custom dataset.

  • Allow Multiple: Toggle on if you need many-to-many relationships.

  • Required Field: Decide if every record must include at least one related item.

Click Create Field to save.

Use the Relationship

  • Open a record in your collection and you’ll see the new relation field.

  • Select the related person, room, or dimension from the dropdown list.

  • The connection is bidirectional: from the person’s or room’s profile, you can view all linked records.

Best Practices

  • Use clear field names to indicate the relationship’s purpose (e.g., Key Holder instead of just Relation).

  • Limit many-to-many relationships to where they truly add value to avoid complex data webs.

  • Combine relation fields with filters in reports to surface insights like:

    • Which keys each person holds

    • Which servers belong to each vendor

    • Which rooms host specific equipment

Tip: All changes to relationships appear in the collection’s Activity log for auditing and troubleshooting.