Table of Contents

Search

  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Adding a Relationship to a Record

Adding a Relationship to a Record

To add a relationship, find the record to which you want to configure a relationship, and then define the relationship.
  1. In the
    Hierarchy
    view, hover over a node on the canvas, and then click the
    Add
    icon.
    The
    Search
    window appears.
  2. To find the record to which you want to create a relationship, perform the following actions:
    1. Run a search query to find a related record.
    2. In the search results, select a record or multiple records.
  3. Click
    Add to Canvas
    .
    The
    Add Relationship
    panel appears.
  4. Enter the relationship attributes and click
    Save
    .
    The relationship and record appear in the
    Hierarchy
    view.
    You can use the undo or redo button in the canvas to apply or revert your changes.