Manage relation types

You can create, edit, and delete relation types.

Prerequisites

You have a global role that has 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.
   The Operating Model settings are shown.
3. In the tab pane, click Relation types.
4. In the tab pane, click Characteristics → Relations.
5. Above the table, to the right, click Add.
   The Create relation type dialog box appears.
6. Enter the required information.

   Element	Description
   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.
   Role	Description of the relation type going from the head asset to the tail asset.
   Co-role	Description of the relation type going from the tail asset to the head asset.

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

7. Click Create.

What's next?

You can now assign the relation type to an asset type and then add a relation to the asset.

Edit a relation type

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

Note Certain relation types are managed by Collibra, meaning 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.
   The Operating Model settings are shown.
3. In the tab pane, click Relation types.
4. In the table, double-click in the role or co-role field.
5. Edit the role or co-role.
6. Click outside of the field to save your changes.
7. In the tab pane, click Characteristics → Relations.
8. In the row of the relation type that you want to edit, click at the end of the Role or Co-role column.
9. Enter the required information and click .
   
   The relation type is edited.

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

Delete a relation type

You can delete a custom 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.
   The Operating Model settings are shown.
3. In the tab pane, click Relation types.
4. In the tab pane, click Characteristics → Relations.
5. In the row of the relation type that you want to delete, click .
   The Delete <relation type> dialog box is shown.
6. Click Yes.
7. Click Delete.