> ## Documentation Index
> Fetch the complete documentation index at: https://www.docusnap.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and edit relationships

> Create, change, and delete a relationship from the tab or from the relation map.

You create relationships from an asset's *Relations* tab or directly in
the *Relation Map*. Both paths use the same form. If you can only read in
this area, you see neither *Link* nor *Adjust* in the relation map.

## Creating from the tab

*Link*, the button with the chain icon above the table, opens the *Add
Relations* dialog. You choose one or more *Targets*,
then the *Relation Type*. Multiple targets of the same type form a group —
the *Relation Type* applies per group, not per individual target.

<Note>
  If Docusnap365 determines the relation type for this source/target pair
  automatically, the *Relation Type* field is disabled and reads "Determined
  automatically" — you choose nothing, the type is created on save. If no
  rule applies, you choose the type yourself; the field is then required.
</Note>

Along with that, the *Critical* flag and an optional description. *Save*
stays disabled until all required fields are filled — a tooltip on the
button names what is missing.

<Note>
  The same relationship between the same two records cannot be created
  twice — the dialog reports "This relation already exists."
</Note>

## Relation objects

At each target row in the dialog, an icon (*Add relation object*) opens the
*On the Relation* dialog, where you assign relation objects to the relationship
itself. For each relation object you set its own relation type, its own
*Critical* flag, and its own description. The dialog groups the relation
objects by type; *Critical* in a group header sets the flag for every
relation object in that group.

The trash icon on a relation object removes it without confirmation,
together with its relation type and description. There is no
action that removes all of them at once. The change is saved only together
with the relationship itself.

## Changing and deleting

A row in the *Defined Relations* zone leads to the counterpart, the linked
target, not to the relationship. To edit the relationship itself, use the pencil icon or
choose *Edit* from the row menu; *Delete* is available there as well. In
the *Detected Relations* zone, clicking a row likewise opens the
linked target — those relationships cannot be edited.

<Note>
  Only relationships you created yourself carry a checkbox. Select several
  and delete them together through the bar that appears — the counterparts
  themselves stay intact. Each selected relationship is deleted individually;
  if one fails, the rest still go through, and a message afterward reports
  how many could not be processed.
</Note>

## In the relation map

*Relation Map* opens an asset's relationships as a diagram. In
*Adjust* mode, clicking a node in the plan opens the same panel as the
tab: from there you create new relationships to that node, change existing
ones, or delete them.

<Tip>
  After creating a relationship the panel stays open, and the new target
  becomes the next source — this lets you build up several relationships in
  a row without reopening the panel each time.
</Tip>

<Note>
  Automatically detected relationships cannot be edited or deleted in the
  relation map either.
</Note>

<Note>
  If several relationships of the same kind hang off a node, the plan
  collapses them into a single entry with their count, instead of drawing
  each as its own line. To change or delete such a bundled relationship,
  open that entry first — it lists the contained relationships individually.
</Note>

Under *Display*, *Group similar objects* turns the bundling off. *Relation
type on the line* writes the relation type on every line, including the line
to a bundled entry; there it is the only place the type appears.

The *Preset* button saves the current exploration — which nodes are
expanded and in which order. The preset applies per source object;
switching to a different source object resets the view to defaults.

A target that does not yet exist can be created directly from the panel,
without leaving the plan.

## Related

[Relationships](/docs/en/assets/relations) explains what a relationship is and
where it comes from.


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