Relationship Settings

Add the Relationship Editor to a Table

You can add the Relationship Editor to any ServiceNow table as follows:

1. Launch the Application Navigator and filter for the class containing the target table.


1. Select the target table.

2. Right-click the top of the menu, hover over Configure, and then select Form Layout.


1. Scroll down to "YouDesign Command Create Relationship" and select the right chevron (>) to add it to the table's UI and configuration options.


1. Select Save.

Launch Settings in the Relationship Editor

In the Relationship Editor, select the cog icon to open settings.

Adjust Settings

In the settings menu, you can see groups already added.

You can block these groups from accessing the Relationship Editor or set them as the only groups that can access it by toggling the "Currently allowing all groups" button.

You can permit groups in the settings to create duplicate relationships by toggling the "Allow duplicate relationships" button.


To apply any changes you have made to settings, select Commit.

Add Groups

If you want to add more groups to the list in settings:

1. Choose a Base Class (required), Suggested Relationship (required), Dependent Class (required), Group (optional), and Relationship Field (optional).

2. Select Save.

3. Select Commit to apply any changes you have made.

Blocked User Restrictions

Any user in a blocked group (including ServiceNow administrators) cannot edit relationships in the YouDesign Command Relationship Editor.

{/*

Add relationship fields via cmdb_rel_ci table

You may want to add additional relationship fields to Settings in the Relationship Editor. You can add fields via the cmdb_rel_ci table as follows:

1. Access the ServiceNow app navigator and filter for System Definition.

2. Select Tables.

3. In the Labels search bar, search for ci relationships.

4. Select ci relationship.

5. Check that the Columns tab is selected and select New.

6. Add a Type for the new field, you can search for available types by selecting the magnifying glass icon.

7. Enter a label for the new field, a name will be generated automatically based on this label. You can change this name manually if required.

8. Select Submit.

The next time you launch the Relationship Editor, you can select the new field in the cmdb_rel_ci section of the settings menu.

*/}