Asset Relationships

Asset Relationships


Role Required: SDAdmin, SDSiteAdmin, Technicians with View Assets permissions.

Establish relationships to illustrate an asset depends on other assets and CIs in the organization. The relationship map is uniquely designed help technicians understand the dependencies between assets.
You can add and manage relationships visually using the relationship map under Relationships tab in asset details page.

Components of a Relationship Map

A relationship map contains assets/CIs and their relationships. You can access a relationship map using the  icon in the asset list view or details page.

The map begins with the base asset whose details we are currently viewing. All related assets or CIs are depicted using a parent-child structure. The relationships can be direct or inverse.
  1. Direct relationships: The relationship between a parent asset/CI and a child asset/CI.
  2. Inverse relationships: The relationship between a child asset/CI and a parent asset/CI.

Relationship Map Views

You can view a relationship map in three different views:
  1. List View - Assets/CIs are grouped based on their relationship type and displayed as a list.
  2. Tree View - Assets/CIs are mapped in a left-to-right tree structure.
  3. Cluster Layout - Related assets/CIs are clustered around the base asset. This is the only customizable map view where you can reposition the CI nodes as needed.

Add Relationship

  1. Click Add Relationship.
    1. In tree view, you can hover a CI and click Add Relationship.
    2. In cluster view, you can hover a CI and click .
  2. Define the relationship by selecting one of the options:
    1. Choose Relationship - Select a predefined relationship and an asset/CI to be related to.
    2. Search other CIs to Create Relationships - Create a custom relationship with another asset/CI by selecting the relationship type.
  3. Click Add.

  1. In list view/cluster view, click the CI name.
  2. In tree view, hover a CI and click View CI details.

Remove Relationship

You can remove relationships only from the list view. Select the relationships to remove and click Delete.

Sample Relationship Map


Hover over a related asset or CI to expand the relationships displayed. This expanded view will collapse automatically on exiting the relationship map.
Click  to view the selected relationship map in a separate window.

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