Create or edit a CI relationship

Use the relationship editor to view, create or modify CI relationships. You can open the relationship editor from the CI Relations formatter.

Before you begin

Role required: asset, itil, or admin

About this task

The relationship editor operates differently, depending on whether you check the Use suggested relationship option or not.

Procedure

  1. Launch the relationship editor:
    1. Open a CI form.
    2. Locate the Related Items section near the center of the form.
    3. Click the plus (+) icon on the Related items section.
  2. If you want to use suggested relationships then you need to first select a relationship type, and then select one or more CIs to be the child CIs in the relationship:
    1. Check Use suggested relationship.
    2. From the Suggested relationship type list, select a relationship type.
      You can filter the list of suggested relationships by using the filter check boxes.
      Filter option Description
      Hide CI relationship Hides any relationships between the base CI and another CI (such as "Receives data from"). Default filter is stored in the ci_manage_relationships_filter_hint.cmdb_ci user preference.
      Hide user relationship Hides any relationships between the base CI and a user (such as "Logs reviewed by"). The default filter is stored in the ci_manage_relationships_filter_hint.sys_user preference.
      Hide group relationship Hides any relationships between the base CI and a group (such as "Backups done by"). Default filter is stored in the ci_manage_relationships_filter_hint.sys_user_group user preference.
      The Configurations Items list displays all the CIs that are appropriate for the base CI and the selected relationship type. The Relationships list at the bottom of the editor, displays all existing relationships of the selected relationship type, in which the base CI is a parent CI or a child CI.
    3. From the Configuration Items list, select one or more CIs as a second CI for the relationship.
      You can filter the list of Configurations Items by adding conditions in the Filter section and clicking Run filter.

      If you selected a parent relationship type, these CIs becomes the child CI in the relationship, and if you selected a child relationship type, then the selected CIs become the parent CI in the relationship.

    4. In the Relationships section, click the plus icon (+) to add the new relationships.
      Alternatively, you can drag the selected CIs to the Relationships list. Each new relationship will consist of the base CI, the selected relationship type, and a selected second CI.
  3. If you do not want to use suggested relationships, then you need to first select one or more CIs to be the child CIs in the relationship, and then select the relationship type.
    1. Uncheck Use suggested relationship.
    2. In the Configuration Items list, select one or more CIs as a second CI for the relationship. You can filter the list of Configurations Items by adding conditions in the Filter area and clicking Run filter.
      Depending on the relationship type that you will select, the selected CIs might become a parent or a child CI in the relationship.
    3. With at least one CI selected in the Configuration Items list, click the '+' sign in the Downstream Relationships section or the Upstream Relationships section to create the relationship.
      • Add the relationship to Downstream Relationships to create a relationship in which the base CI is the parent CI and the selected CI is the child CI.
      • Add the relationship to Upstream Relationships to create a relationship in which the base CI is the child CI and the selected CI is the parent CI.
    4. For each newly created relationship in either the Downstream Relationships or the Upstream Relationships lists, click Please select a relationship and select a relationship type.
      • The list of available relationship types in the Downstream Relationships list contains parent relationships only, in which the base CI is the parent CI.
      • The list of available relationship types in the Upstream Relationships list contains child relationships only, in which the base CI is the child CI.
    5. Click Save or Save and Exit.
      Only after you enter all the information that is necessary for creating the relationship, these buttons light up indicating that there are pending updates that require saving.