I am trying to create post relationships between a Checklist post type and Person post type. I'm confused about how best to use the new capabilities of post relationships.
Let's say the Checklist is a training checklist. Each employee (Person post type) in a company will have a Checklist created for them. I can setup a parent/child relationship between the Checklist and Person post types to reflect this. That I get.
But in addition, I need to assign people to the checklist for various functions they provides, such as the primary contact, support contact and final approval contact. These additional relationships might all be the same Person or they could each be different people. For any Person, I want to be able to create views showing for which Checklists they're the primary contact, support contact and final approval contact. I think the new post relationship capabilities can help me do this, but I'm confused and unclear about how to structure the relationship for the primary contact, support contact and final approval contact.
Hello,
I assume we are talking about this case:
1) Two custom post types: "Checklist" + "Person"
2) One "Checklist" post can connect with one ore more "Person" posts,
3) One "Person" post can can connect with one ore more "Checklist" posts
If it is, I suggest you try to setup many-to-many relationship between post types "Checklist" and "Person".
See our document:
https://toolset.com/documentation/post-relationships/