Manage relation types

You can create, edit, and delete relation types.

Prerequisites

You have a global role with the Product Rights > System administration global permission.

Create a relation type

You can create a new relation type if the out-of-the-box relation types don't meet your needs.

Steps

1. On the main toolbar, click → Settings.
   The Settings page opens.
2. Click the Operating Model tab.
   Operating Model settings are shown.
3. In the left pane, click Relation types.
   A table is shown.
   
4. In the tab pane, click Characteristics → Relations.
5. Click Add.
   The Create relation type dialog box appears.
   
6. Enter the required information.

   Field	Description
   Role	Direction of the relation type going from the head asset to the tail asset.
   Head	Asset type of assets that can be the head of the relation.
   Tail	Asset type of assets that can be the tail of the relation.
   CoRole	Direction of the relation type going from the tail asset to the head asset.
   Description (optional)	Description for the relation type.

   Note The combination of a relation type's head, tail, role, and co-role needs to be globally unique.

7. Click Create.

What's next

Assign the relation type to an asset type.

Edit a relation type

You can edit a relation type by changing the role or co-role of the relation type or its description.

Note Certain relation types are managed by Collibra, meaning that they are system-managed and you can't edit their public ID or delete them. You can, however, edit their names (for example, to translate them into your preferred language).

Steps

1. On the main toolbar, click → Settings.
   The Settings page opens.
2. Click the Operating Model tab.
   Operating Model settings are shown.
3. In the left pane, click Relation types.
   A table is shown.
   
4. In the Role or CoRole column of the relation type you want to edit, double-click the current value, edit it, and then click .
5. In the tab pane, click Characteristics → Relations.
6. In the row of the relation type you want to edit, click at the end of the Role or Co-role column.
7. Enter the required information, and then click .
   

Note The combination of the relation type's head, tail, role, and co-role needs to be globally unique.

Delete a relation type

You can delete a relation type.

Note Certain relation types are managed by Collibra, meaning they are system-managed and you can't delete them. You can delete only custom relation types.

Steps

1. On the main toolbar, click → Settings.
   The Settings page opens.
2. Click the Operating Model tab.
   Operating Model settings are shown.
3. In the left pane, click Relation types.
   A table is shown.
   
4. In the tab pane, click Characteristics → Relations.
5. In the row of the relation type you want to delete, click .
   The Delete this <relation type> dialog box appears.
6. Click Yes.
7. Click Delete.