Viewing the Related Objects map

Introduced in 8.4

An interactive map shows all objects related to the current record and enables you to manage the relations. By default, the map displays all elements in a horizontal tree pattern according to their relationships.

Each node having downstream relationships is shown with a plus sign. By clicking the plus sign, you can expand node clusters and view their relationship types. You can investigate any object of the interactive map by double-clicking the node and viewing its details in a separate window.

Using the map, you can add, modify and delete relationships of the object. For details, see Relating objects, Changing the relationship type, Deleting relations.

To change the layout of the map:

  1. Open the object's record.

  2. Click the Related Objects tab, o either of the following:

    • On the Module menu, click the Vertical check box. This option displays the elements in a vertical tree pattern according to their relationships.

      • Vertical is selected (ON): Object relationships are expanded from top to bottom (vertically).

      • Vertical is cleared (OFF): Object relationships are expanded from left to right (horizontally).

    • On the Module menu, clear the View as map check box. This option displays the elements in a grid.

    • On the Module menu, click the Fit check box. This re-sizes the map so all its elements fit the display area.