Data Steward Guide

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Adding a Relationship in the Graphic View

In the Graphic View, relationships are created by dragging and dropping.

To add a relationship:

Highlight the entity for which you want to create a new relationship.

Drag the selected entity to the entity you want to relate it to.

Drop the first entity onto the second entity.

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 Override Trust Settings

for any trusted criteria you are editing.

Click

The new relationship is indicated by an arrow joining the entities if both the entities are also there in the text view. The relationship is shown in the middle panel in text view.

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Table of Contents

Data Steward Guide

Data Steward Guide

Adding a Relationship in the Graphic View

Adding a Relationship in the Graphic View