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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Goal/Target Relationship form

Use the Goal/Target Relationship form to create a relationship between a goal and planning item, strategic item, or any other item.

FieldDescription
GoalName of the goal you want to associate the planning item with.
TargetName of the target you want to associate the planning item with.
PrimaryOption to make the goal/target relationship as primary. Selecting this field automatically populates the Primary goal and Primary target fields on the planning item form.
Planning item typeType of planning item.
Planning itemPlanning item with which a goal relationship is created with the goal.
FieldDescription
TableName of the reference table.
Document IDDocument ID of the column from the selected reference table.The suggested values in this field depend on the reference table selected in the Table field.

Parent Topic:Form field information for Strategic Planning