{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":47072,"path":"servicenow-platform/configuration-management-database-cmdb/t_CreateCIRelationship.md","title":"Create or edit a CI relationship","bundle":null,"doc_type":null,"release":"australia","body":"\n# Create or edit a CI relationship\n\nUse the relationship editor to view, create, or modify CI relationships. You can open the relationship editor from the CI Relations formatter.\n\n## About this task\n\nAs an alternative to the CI relationship editor, [Unified Map](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/unified-map/cmdb-workspace-unified-map.md) in the [CMDB Workspace store app](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-workspace.md)or in  provides the latest functionality for editing CI relationships. For more information, see [Edit relationships in Unified Map](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/unified-map/unified-map-edit-connection.md).\n\n## Before you begin\n\nRole required:\n\n-   To create relationships: sn\\_cmdb\\_editor, asset, or itil\n-   To view relationships, depending on the state of the Table API ACL:\n\n    -   If inactive \\(default\\): sn\\_cmdb\\_editor, asset, or itil\n    -   If active: sn\\_cmdb\\_editor, asset, or itil, and snc\\_platform\\_rest\\_api\\_access\n    For more information, see [CI relationship security](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/c_CIRelationshipSecurity.md), [REST API](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/api-reference/c_RESTAPI.md), and [Table API](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/api-reference/c_TableAPI.md).\n\n\n## About this task\n\nThe relationship editor operates differently, depending on whether you check the **Use suggested relationship** option or not.\n\n## Procedure\n\n1.  Launch the relationship editor:\n\n    1.  Open a CI form.\n\n        For example:\n\n        1.  Navigate to **All** > **Configuration** > **CI Class Manager**.\n        2.  On the CI Class Manager page, select **Open Hierarchy**.\n        3.  On the CI Class panel search and select the class of the CI for which you want to create or edit relationships.\n        4.  Select **CI List** in the left-side panel and then in the list view, select the CI.\n    2.  On the CI form, scroll down as needed to select the Add CI relationship icon \\(+ sign\\) in the Related Items section.\n\n2.  To use suggested relationships, first select a relationship type, and then select one or more CIs to be the child CIs in the relationship:\n\n    \\[Omitted image \"RelationshipEditorwithSuggestedRelationships.png\"\\] Alt text: Create a new relationship using suggested relationships.\n\n    1.  Select **Use suggested relationship**.\n\n    2.  From the **Suggested relationship type** list, select a relationship type.\n\n        You can filter the list of suggested relationships by using the filter check boxes.\n\n        |Filter option|Description|\n        |-------------|-----------|\n        |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.|\n        |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.|\n        |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.|\n\n        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.\n\n    3.  From the **Configuration Items** list, select one or more CIs as a second CI for the relationship.\n\n        You can filter the list of **Configurations Items** by adding conditions in the **Filter** section and clicking **Run filter**.\n\n        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.\n\n    4.  In the **Relationships** section, click the plus icon \\(+\\) to add the new relationships.\n\n        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.\n\n3.  To not use suggested relationships, first select one or more CIs to be the child CIs in the relationship, and then select the relationship type:\n\n    \\[Omitted image \"RelationshipEditornoSuggestedRelationships.png\"\\] Alt text: Create a relationship without using suggested relationships.\n\n    1.  Clear **Use suggested relationship**.\n\n    2.  In the **Configuration Items** list, select one or more CIs as a second CI for the relationship.\n\n        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.\n\n    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.\n\n        -   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.\n        -   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.\n    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.\n\n        -   The list of available relationship types in the **Downstream Relationships** list contains parent relationships only, in which the base CI is the parent CI.\n        -   The list of available relationship types in the **Upstream Relationships** list contains child relationships only, in which the base CI is the child CI.\n    5.  Click **Save** or **Save and Exit**.\n\n        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.\n\n\n**Parent Topic:**[CI relationship editor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/c_RelationshipEditor.md)\n\n**Related topics**  \n\n\n[Suggested class relationships](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/r_SuggestedRelationshipModel.md)\n\n[CI relationships in the CMDB](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/c_CIRelationships.md)\n\n[CI relationship security](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/c_CIRelationshipSecurity.md)\n\n"}}