Add a relation

You can add a relation to link two assets. Whether you wish to add a relation to an empty field or add a relation to a table, you will be able to search and select from a drop-down menu of available relations.

Before you begin

• The relation's type is in the relevant assignment of the asset's type.

• Ensure you have an author role to perform in page editing.

• Ensure your relation has been added to the asset page from the layout editor. This must be done by an admin.

Tip If the minimum cardinality of the relevant relation type is greater than 0, or if a relation of that type already exists, the asset page always contains a relation table for the relation type.

Add a relation from the asset page

1. Open an asset page.
2. Click the Show Empty Optional Values toggle, if it not already on.
3. Click in the field for the relation you want to add content to.
4. Select the desired relation.
   
5. Click Save.

To add additional relations, where multiple values are allowed, follow these steps:

1. Click the icons at the top of a relation table.
2. Select the desired relation.
3. Click Save.

1. Open an 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.
   

   Option	Description
   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 date	Optionally enter the date on which the relation between the assets becomes applicable.
   End date	Optionally enter the date on which the relation between the assets is no longer applicable.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.

Add relations from a table

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. Do one of the following:

   Hover your pointer over the cell, and then click .

   The cell editor appears.
4. Enter one or more relations.

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:	Click .
   all visible rows:	Click Apply to all visible rows. Click .
   selected rows:	Select one or more rows. Click Apply to all selected rows. Click .

6. If you want to change...	do...
   the current row only:	Click Save.
   all visible rows:	Click Apply to all visible rows. Click Save.
   selected rows:	Select one or more rows. Click Apply to all selected rows. Click Save.