How to edit relationships

This document shows you how to adjust mapped relationships.

Check relationship types

To check the relationship type between an existing relationship:

  • Hover your cursor over the blue line linking the elements.

A pop-up appears that describes the relationship between the elements.

Remap relationships

To switch an element from downstream to upstream:

  1. Select the element. An orange border appears around both circles.
  2. Drag the element to the left circle. An assignment pop-up menu appears.
  3. Select the relationship type.
  4. Select Done.

The relationship is now remapped. To map from upstream to downstream follow the same procedure, except drag the element to the right circle.

Delete relationships

To delete a relationship:

  1. Select the circle beside the element you wish to remove and hold the mouse button down. The circle changes from a blue color to a trash icon and the line connecting the element to the main element disappears.

  1. Drag the circle in any direction away from its starting position. Release the mouse button.
  2. A pop-up menu appears. To delete the element, select Delete.

Access elements' form view

If you want to return to the form view of the primary element:

  1. Right-click either the left or right blue circles.

  1. From the pop-up menu select Open Form.

If you want to see the form view of a connected element:

  1. Right-click on its blue circle.

  1. From the pop-up menu select Open Form.

Map connected elements' relationships

To map relationships for a connected element in an existing diagram:

  1. Right-click on its blue circle.

  1. From the pop-up menu select Jump to.
    The connected element now becomes the primary element and you can map upstream and downstream relationships to it.

Update organizational unit

  1. Select the Relationships Field button.

  1. Choose a new organizational unit from the Relationship Fields dropdown menu.
  2. Select Confirm to make the update.