Documentation / Connections / Contacts

Sites

How contact records connect to site records in TrialStack.

This is a dual-bound connection. The same junction links a contact to a site and a site to a contact. New connections must be created from the site page — the contact page shows the link but does not offer a connect action.

Why it matters

  • a person needs site-level operational context and defined roles
  • reviewers need to know which site a stakeholder belongs to and their responsibility
  • site-specific work depends on named contacts staying attached with correct status

Dual-bound relationship

flowchart LR
  C[Contact] -. "status · roles · job title · version" .-> S[Site]
  S -- "status · roles · department · version" --> C

The dashed arrow indicates that connect is blocked from the contact side. Use the site page to create new links.

Junction fields

From the contact page (contact → site)

ColumnDescription
StatusThe contact’s status at this site — maps to siteContactStatus dictionary
RolesOne or more roles the contact holds at this site (multiselect array)
Job TitleThe contact’s job title at this specific site
VersionJunction version counter

From the site page (site → contact)

ColumnDescription
StatusSame siteContactStatus value
RolesSame multiselect roles array
DepartmentThe department within the site
VersionJunction version counter

Operations

ActionFrom contact pageFrom site page
ConnectBlocked — “connect from the site side”Pick a contact to link
DisconnectRemove the site linkRemove the contact link
ReconnectUpdate status / roles / titleUpdate status / roles / department
Clear allRemove all site linksRemove all contact links

From each side

  • Use Contacts for the stakeholder record.
  • Use Sites for the execution-location context.