Relationship Chart

The Relationship Chart tab on the View Primary Data page provides a visible representation of a data record and data records linked to it. In the example below, the Computer record is linked to Application and User records. The parent of the Computer and User data types is the Department data type. The parent of the Department data type is the Location data type. Data records with more than 20 links are grouped in a larger icon (e.g., Application and SCCM Collection records). The number of expanded relationships is displayed at the bottom of the relationship chart. By default, the data type Name field is displayed on the relationship chart. Use the Relationship Chart Name Field setting to display a different field.

Available operations:

• Select the display option of the relationship chart
• View the properties of data records on the relationship chart
• Expand grouped and ungrouped data records on the relationship chart
• Collapse a selected data record or all data records on the relationship chart

Display Options

From the Relationship Chart tab, you can select the display option of the relationship chart. To select:

1. Click one of the display option buttons below the relationship chart
   
2. The relationship chart can be displayed Up-Down, Down-Up, Left-Right, Right-Left, or Hub-Spoke. The different display options are shown below:
   
3.  Your selection is saved between sessions. The current selection is highlighted.
4. Click the Fit to View button to fit the relationship chart to the screen
5. Click the Toggle Full Screen button to expand the relationship chart to full screen. Press Esc to exit full screen.

View Properties

From the Relationship Chart tab, you can view the properties of data records. To view:

1. Select a data record and click the Info button to bring up the properties dialog of the selected data record. Click the Close button to return to the relationship chart.
   

Expand Grouped Records

From the Relationship Chart tab, you can expand grouped data records (more than 20 linked records). To expand:

1. Select grouped data records (larger icon) to expand and click the Expand button to bring up the Expand Records dialog
   
2. Select one or more records (rows) to expand
   
3. Click the Expand Records button when finished to expand the data records on the relationship chart. Click the Close button to cancel the operation. The selected data records appear off the data record they are linked to.
   

Expand Ungrouped Records

From the Relationship Chart tab, you can expand ungrouped data records. To expand:

1. Select an ungrouped data record (smaller data record icon with links in parenthesis) to expand and click the Expand button
   
2. The expanded data records appear off the selected data record icon
   

Collapse

From the Relationship Chart tab, you can collapse expanded data records. To collapse:

1. Select an expanded data record (grouped or ungrouped) to collapse and click the Collapse button
   
2. The expanded data records will disappear from the relationship chart
   

Collapse All

1. From the Relationship Chart tab, you can collapse all expanded data records. To collapse all:
   1. Click the Collapse All button
      
   2. All expanded data records will disappear from the relationship chart