Viewing the Relationships map

Updated in 2023.1

Updated in 2026

The Relationships map is an interactive map that shows all objects related to the current record and allows you to manage the relationships. The map starts with a single root node, and all relationships are connected to this root node. By default, the map organizes elements in a horizontal tree pattern based on their relationships.

Each node that has downstream relationships is indicated by a plus sign. When you hover over the node, a number indicator appears, representing the number of connected elements. Clicking the plus sign expands node clusters, revealing their relationship types. Conversely, clicking the minus sign of the root node collapses the map, closing all expanded clusters. To investigate any object on the interactive map, double-click the node to view a summary in the Preview form.

In View as map mode you can view which workflow actions can be performed on a relationship. To do it, click More Options (the icon with three vertical dots) next to a relationship. A range of available actions will open in a context menu.

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 view the Relationships map:

1. Open the object's record.

2. Click the Relationships tab.

3. To switch to the map mode, select the View as map check box on the Module menu.

   You can go back to the grid view by clearing the View as map check box.

4. Use the Vertical check box to control the display direction of the relations.

   • When Vertical is ON (selected), relations are displayed from top to bottom (vertically).

   • Vertical is OFF (cleared), relations are displayed from left to right (horizontally).