Add a Relationship to an Asset

Relationships can be added from terms, rules, policies, datasets and systems to any asset type, including goals and initiatives.

Assets are related to assets with a single, bi-directional relationship and are categorized as either Originating or Destination:

  • Originating relationships are defined from the current asset to another asset and display immediately. Originating relationships are tied to an asset version. You may edit an originating relationship.

  • Destination relationships are those defined by another asset relating to the current asset. A relationship from a governed asset (terms, rules and policies) only displays on the asset detail page once the asset is published. If the term, rule or policy is in review status, the relationship will not display on the related asset. A relationship for systems and datasets displays on the asset detail page as soon as the relationship is added. To edit, you must navigate to the originating asset.

NOTE: The creation of a relationship to a published or in review asset (term, rule or policy) does not create a new version of the asset.

Refer to Work with Asset Versions and Publishing for more information.

Relationships and Asset Status

The asset status displays next to the relationship on the asset detail page when the linked asset (as in the originating asset) is published.

Relationship Types

The Knowledge Platform is delivered with several relationship types that can be used to relate assets:

  • is related to a(n)—If Asset A is related to Asset B, then Asset B is related to Asset A.

  • is synonym of a(n)—If Asset A is a synonym of Asset B, then Asset B is a synonym of Asset A.

  • has a(n)—If Asset A has a(n) Asset B, then Asset B is a part of Asset A.

  • is a(n)—If Asset A is a(n) Asset B, then Asset B is a(n) Asset A.

  • is like a(n)—If Asset A is like Asset B, then Asset B is like Asset A.

For example, you can add “is related to” relationships between the term Customer to terms such as Name, Phone Number, Address, and Telephone Number. Alternatively, you can add an “is part of a(n)” relationship between Customer and Address, as an Address is part of a customer record. You can also establish a relationship where Customer "has a(n)" Sales Order.

NOTE: Asset must be in Candidate or Contested status to update relationships.