Table of Contents

Search

  1. Welcome to the Data Director User Guide
  2. Introduction
  3. Getting Started
  4. Data Director with Business Entities
  5. Data Director with Subject Areas
  6. Tasks and Reviews

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.

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