Create a Custom Relationship

The Knowledge Tier is delivered with a standard set of best-practice relationships and also provides the ability to create custom relationships within your tenant. Syniti recognizes that you may want relationships that make sense to your specific business, industry and/or geography. The ability to create, edit and delete relationships is available to Admin and Business Admin roles.

Custom relationships can be used for all assets and can be defined between specific asset types.

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To create a new relationship:

  1. Click Relationships in the Guidance Panel.

    Or

    Click the Asset Relationships tab on the Administration section of the Knowledge Tier.

  1. Click the Add Relationship link to create a new asset relationship.

  1. Enter a relationship Name. This is from the subject’s perspective, e.g., Synonym of. The Name may contain spaces or special characters and is case sensitive.

NOTE: The Name can't be the same as any other relationship Name or Inverse Name.

  1. Click the Different phrase for inverse name check box if the name (originating) is different from the Inverse Name (destination), which depends on the description and nature of the relationship.

NOTE: For example, a relationship of Is Governed By would have a different Inverse Name, probably Governs because A is Governed by B and B Governs A. However, a relationship of Is a Homonym of would have the same Name and Inverse Name (i.e., the Different phrase for inverse name check box would be unchecked); A is a Homonym of B and B is a Homonym of A. The Knowledge Tier automatically assigns the Inverse Name to match the Name on the back end.

NOTE: If the Different phrase for inverse name check box is checked, the Inverse Name, Originating Asset Types and Destination Asset Types fields display and are required fields. As you enter the Inverse Name, an example is generated to show a preview of the Name and how it relates to the Inverse Name.

  1. Enter an Inverse Name, if applicable. This is from the object’s perspective, e.g., is part of. It may contain spaces and special characters.

NOTE: The Inverse Name can't be the same as any other relationship Name or Inverse Name.

  1. Enter a brief Description of the relationship, e.g., for the Synonym of relationship, a description would be Words that have the same meaning, but are spelled differently.

  1. If the Name and Inverse Name are the same, click Asset Types to select one, many or all asset types to determine which assets can use this relationship. By default, all assets are selected.

  1. If the Name and Inverse Name are different, click Originating Asset Types to select one, many or all asset types to filter originating assets (as in the asset where the relationship is added and linked to another asset) that can use the relationship. By default, all assets are selected.

  1. If the Name and Inverse Name are different, click Destination Asset Types to select one, many or all asset types to filter destination assets (as in the asset where the relationship is added and linked to the current asset) that can use the relationship. By default, all assets are selected.

NOTE: If Name and Inverse Name are the same, it is not possible to select an originating/destination asset type because the relationship works both from Asset A to Asset B and Asset B to Asset A. Therefore, in this situation, only a single asset type can be selected as a filter.

  1. Click Save.

Once the asset is saved, an asset count displays the number of assets where the relationship is defined, as in the destination relationship. If the asset count is greater than zero, you cannot edit the Name or Inverse Name, or delete the custom relationship. However, the Description can be edited even if there are related assets.