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)
| Column | Description |
|---|---|
| Status | The contact’s status at this site — maps to siteContactStatus dictionary |
| Roles | One or more roles the contact holds at this site (multiselect array) |
| Job Title | The contact’s job title at this specific site |
| Version | Junction version counter |
From the site page (site → contact)
| Column | Description |
|---|---|
| Status | Same siteContactStatus value |
| Roles | Same multiselect roles array |
| Department | The department within the site |
| Version | Junction version counter |
Operations
| Action | From contact page | From site page |
|---|---|---|
| Connect | Blocked — “connect from the site side” | Pick a contact to link |
| Disconnect | Remove the site link | Remove the contact link |
| Reconnect | Update status / roles / title | Update status / roles / department |
| Clear all | Remove all site links | Remove all contact links |