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. The map has one starting point, the root node of the map. All related objects are connected to the root node. 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. When hovering over the node, you can also see the number indicator that represents the number of connected elements. By clicking the plus sign, you can expand node clusters and view their relationship types. Clicking the minus sign of the root node collapse the map with all expanded clusters. You can investigate any object of the interactive map by double-clicking the node and viewing summary in the Preview form.

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.