Add related records in the modeling diagram

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Fetch and add a related record to the selected shape in a diagram.

    Before you begin

    Role required: sn_apm.apm_user and Owner or Editor access to the artifact or diagram

    About this task

    You can add both upstream and downstream related entities to a shape in a diagram.
    • Upstream entities appear as the parents of a selected shape. They represent inputs, dependencies, or higher-level components that influence the selected shape. For example, for a business process, an upstream entity can be a business capability.
    • Downstream entities appear as children of the selected shape. They represent the outputs or consequences that are influenced by the selected shape. For example, for a business capability, a downstream entity can be a business application.

    Procedure

    1. Navigate to Workspaces > Enterprise Architecture Workspace.
    2. Open the Modeling page by selecting the Enterprise Modeling and Visualization icon (Enterprise Modeling and Visualization icon).
    3. Select an existing diagram from the Diagrams page.
    4. Select a shape in the diagram and then open the context menu and then the More Actions menu (More actions menu icon).
    5. Open the Add related records pop-up window by selecting the Add related records icon (Add related records icon).
    6. Select the entities that you want to add to the diagram.
      • Select the Expand row icon (Expand Row icon) next to Upstream or Downstream to view the list of available related entities.
      • Select the check box next to the relevant entity.
    7. Select Add.

    Result

    The selected entities are added to the diagram for the object.