Manage relations

Important 

Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.

You can add and delete relations from an asset.

Prerequisites

The following table contains the prerequisites for managing the relations of an asset.

Action Prerequisites
Add a relation to an asset

You have a resource role with the Asset > Attribute > Add resource permission, either directly for the asset or inherited from a parent community or domain.

 
Delete a relation from an asset You have a resource role with the Asset > Attribute > Remove resource permission, either directly for the asset or inherited from a parent community or domain.

Add a relation

You can add a relation to link one asset to another from the asset page or from an asset view in table display mode.

Steps

  • From an asset page
  • From an asset view
  1. Open the asset page.
  2. Switch on the Show empty optional values option.
  3. In the relation type section, click Add icon.
    The Add to <relation type> relation dialog box appears.
  4. Enter the required information.

    Field

    		Description

    Assets

    Select one or more assets to which you want the current asset to be related.

    Only Search Display Name
    • Select this checkbox to show the display names of assets in the Assets field, instead of full names.
    • Clear this checkbox to show both display names and full names of assets in the Assets field.

     

    Filter Assets by Organization

    • Select this checkbox to filter the assets in the Assets field by communities and domains.
    • Clear this checkbox to show all relevant assets in the Assets field.
  5. Click Save.
    1. Open the asset page.
    2. Click Add a Characteristic.
      The Add a Characteristic dialog box appears.
    3. Click Relations.
    4. Search for and click <the relation type that you want to create>.
      The Add relation type <asset type> dialog box appears.
    5. Enter the required information.
      OptionDescription
      Assets

      The name of the related asset.

      Filter suggested assets by organization

      Option to filter the suggestions based on selected communities and domains.

      If this option is selected, the organization tree appears. You can then filter and select domains and communities.

      Start dateOptionally enter the date on which the relation between the assets becomes applicable.
      End dateOptionally enter the date on which the relation between the assets is no longer applicable. Leave this field empty to create a permanent relation.
    6. Click Save.
  1. Open a view in table display mode.
  2. In the relation type column of the asset to which you want to add a relation, double-click the cell.
    The cell editor opens.
    Tip If the column isn't shown, add it to the table.

  3. In the cell editor, select one or more assets to which you want the current asset to be related.

    Tip 
    • If you want to add the same relation to all the assets that are currently visible in the table, select the Apply to all visible rows checkbox.
    • If you want to add the same relation to specific assets, select the checkboxes next to those assets, and then select the Apply also to the <number> selected rows checkbox.
  4. In the cell editor, click Check icon.
  1. Open a view in table display mode.
  2. If you don't see the column of the relation type, add it to the table:
    1. Above the table, to the right, click → Fields.
    2. Click Select fields → Relations.
    3. Select the relevant relation types.
    4. Click Update.
    5. Click Save.
  3. Hover your pointer over the cell, and then click .
    The cell editor appears.
  4. Enter one or more relations.

    5. Note Click outside of the box to save the selected relation. Click the X closes the box without saving your relation. Clicking the up arrow closes the drop-down menu and does not save a selected relation.

  5. If you want to change... do...
    the current row only:
    1. Click .
    all visible rows:
    1. Click Apply to all visible rows.
    2. Click .
    selected rows:
    1. Select one or more rows.
    2. Click Apply to all selected rows.
    3. Click .

Delete a relation

You can delete a relation between two assets from the asset page or from an asset view in table display mode.

Steps

  • From an asset page
  • From an asset view
  1. Open the asset page.
  2. In the relation type section, click Check icon next to the relation.
    Tip Check icon is shown only in the table or tile display mode of the relation view.
    The Delete This Relation dialog box appears.
  3. Click Delete.
  1. Open the asset page.
  2. At the end of the line, click .
    A dialog box appears.
  3. Click Delete.
  1. Open a view in table display mode.
  2. In the relation type column of the asset whose relation you want to delete, double-click the cell.
    The cell editor opens.
    Tip If the column isn't shown, add it to the table.
  3. In the cell editor, click Close icon next to the assets to which you don't want the current asset to be related.
    Tip 
    • If you want to delete the same relation from all the assets that are currently visible in the table, select the Apply to all visible rows checkbox.
    • If you want to delete the same relation from specific assets, select the checkboxes next to those assets, and then select the Apply also to the <number> selected rows checkbox.
  4. In the cell editor, click Check icon.
  1. Open a view in table display mode.
  2. If you don't see the column of the relation type, add it to the table:
    1. On the content toolbar, click → Edit Fields.
      The Fields dialog box appears.
    2. Click Select fields → Relations.
    3. Select the relevant relation types.
    4. Click Update.
    5. Click Save.
  3. Hover your pointer over the cell, and then click .
    The cell editor appears.
  4. Remove one or more assets from the cell.
  5. If you want to change... do...
    the current row only:
    1. Click .
    all visible rows:
    1. Click Apply to all visible rows.
    2. Click .
    selected rows:
    1. Select one or more rows.
    2. Click Apply to all selected rows.
    3. Click .