Visual Relationship Editor

Configure the Visual Relationship Editor

The Visual Relationship Editor can be configured to

  • allow or deny duplicate relationships
    Duplicate relationships in this sense are relationships of the same type between two elements.
  • allow or block relationships types for specific ServiceNow groups
    This allows either 'whitelisting' or 'blacklisting' for specific relationships types for ServiceNow groups

To open the settings, start the VRE by opening any element of a table where it is enabled - by default all UPM-X tables - and click on 'Create Relationships'.


Then open the settings by clicking on the gear wheel in the top right.


The settings page of the VRE:


A – Allows/blocks relationships of the same type between two elements

B –  Allows or blocks managing specific relationships types for one or more ServiceNow groups (switches between black- and whitelisting)

To configure the black-/whitelist:

C – Select a table

D – Select the relationship type

E – Select the second table

F – Select the ServiceNow group that should be allowed/blocked creating the specified relationship type between the two tables

In the above example, we configured the CRE to allow everyone to create relationships except the ServiceNow group 'Enterprise Architects'. For this group, it is blocked to create relationships of the type 'Exchanges data with::Exchanges data with' between Business Applications.

Add the Visual Relationship Editor to a table

To add the Visual Relationship Editor to a table where it is not yet available, navigate to the form of the class you want to add the editor too and follow the below steps


A – To add the editor to the form open the context menu ‘Configure -> Form Layout’

B – Search for ‘UPM-X Create Relationship’ in the available list and add it to the form where you want it

C – It is recommended to use the Client Script ‘Hide SN relationship editor and BSM’ to hide the ServiceNow out-of-the-box Relationship Editor button. Having both could confuse end-users.
You can duplicate the script and apply it to the new table.

VRE is for CI Relationships!

The Visual Relationship Editor only works on tables extended from ‘cmdb_ci’