Manage relations

Important 

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You can add and delete relations from an asset.

Add a relation to an asset

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

Prerequisites

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.

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 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.

Delete a relation from an asset

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

Prerequisites

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.

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 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.