Data Steward Guide

10.3

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Adding a Relationship in the Text View

You can create relationships in text view with the Add
button in the text view.

To add a relationship:

Select one entity in the left Entity panel, and one entity in the right Entity Panel.

You can only add new relationships one at a time. If both entities you want to relate are in the same panel (left or right) then just select one entity. When you click the

Add Rel

button, you will be prompted to select the second entity.

Go to the Relationship panel and click the

Add

button.

The Relationship Record Editor is displayed.

The selections for hierarchy and relationship type vary depending on the HM configuration and the types of the entities being related.

Enter the start and end dates for the new relationship, and edit any other attributes for the relationship as desired. Foreign key relationship types do not allow you to modify the start and end date.

If necessary, click

Set Default Trust Override Settings

for any trusted criteria you are editing.

Click

The new relationship is displayed in the Relationship panel in the middle .

Managing Relationships

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