Add related records in the modeling diagram

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Fetch and add specific related records 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 open the context menu.
    5. Open the Add related records pop-up window by selecting the Add related records icon (Add related records icon).
    6. Select the specific 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 Expand row icon (Expand Row icon) next to an entity type to view the individual records within that type.
      • Select the check box next to the individual records that you want to add.
    7. Select Add.

    Result

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