Online Help | Web App

Viewing the Related Objects map

Introduced in 8.5

The Related Objects map is an interactive map that shows all objects related to the current record and allows 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 view the Related Objects map:

  1. Open the object's record.

  2. Click the Related Objects 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.

    • Vertical is ON (selected): From top to bottom (vertically).

    • Vertical is OFF (cleared): From left to right (horizontally).