Shape Relationships

This task requires the Shape Editor (x_inpi_yd.shape_editor) or YouDesign Admin (x_inpi_yd.admin) role.

Shape Relationships let an administrator define conditional styling for relationships so specific links on the canvas stand out — a different color for a Depends on between a Business Application and its Database, for example. It's how you encode organizational conventions into the look of a diagram.

This page covers how the styling resolves, how to configure it, and how it fits with user-set styles.

How Relationship Styling Resolves

YouDesign Models evaluates three sources of style when rendering a relationship, in order. Each subsequent source overrides the previous one where defined.

1. Global Relationship Style

The baseline style for all new visual relationships.

Attribute
Value

Defined in

sys_properties table

Setting

x_inpi_yd.user.default_relationship_format

Scope

Default for all users when no other style applies

Affects

Visual relationships only

Modify this in Global Settings.

2. User Preference Relationship Style

A user-specific override applied once the user has picked a style themselves.

Attribute
Value

Defined in

sys_user_preference table

Setting

x_inpi_yd.user.last_relationship_format

Scope

Individual user's preference

Affects

Visual relationships only

This is set automatically when a user changes the style of a visual relationship in the editor. It affects subsequent new relationships the same user creates.

3. Shape Relationship (CI Relationship Style)

Conditional style for CI relationships between specific shape pairs. This is the admin-configured layer — where you bake rules like "relationships between Business Capability and Business Application use a green dashed line."

Attribute
Value

Defined in

x_inpi_yd_shape_relationship table

Scope

By shape pair + relationship type

Affects

CI relationships only (not visual-only relationships)

Because it's keyed by Shape (not just the underlying table), you can apply different styles for the same relationship type when the endpoints are different shapes — even if the shapes bind to the same table.

Example:

  • Business Application (Shape A)UpdatesInformation Object (Shape B) ⇒ Style Z

  • Business Application (Shape C)UpdatesInformation Object (Shape B) ⇒ Style X

Configuring a Shape Relationship

  1. Open the Shape Relationships list (x_inpi_yd_shape_relationship) from the YouDesign Models application menu.

  2. Click New.

Field
Description

Shape

The from (source) shape of the relationship

Target Shape

The to (target) shape of the relationship

Suggested Relationship

The suggested relationship (from cmdb_rel_type_suggest) between the underlying tables of the two shapes

Relationship

Auto-populated from the selected Suggested Relationship

Style

JSON style object (see below)

Both shapes must share the same underlying Data Hub table binding for the suggested relationship to resolve correctly. If you can't find the Suggested Relationship you expect, check your metamodel first.

🖼 Screenshot needed: [Shape Relationship form with Shape, Target Shape, Suggested Relationship, Relationship, and Style fields populated] Show: a Shape Relationship record showing From shape, To shape, a suggested relationship like "has target", and a JSON Style field with syntax-highlighted content.

Style JSON Reference

The Style field holds a JSON object describing the link's visual properties:

Property
Description

fromArrow

Arrow head at the source end (see Relationships for available values)

toArrow

Arrow head at the target end

linkRoute

Routing style: "Normal", "AvoidsNodes", "Orthogonal"

linkStroke

Stroke style: "line", "dashed", "dotted"

linkWidth

Line thickness (1–10)

linkColor

Line color — CSS name, hex, or RGB

horizontalTextAlignment

"0" (left), "0.5" (center), "1" (right) along the link

verticalTextAlignment

Text offset relative to the line (-15 = top, 0 = middle, +15 = bottom)

fontColor

Text color

font

CSS font shorthand (e.g. "normal 12px Arial")

textOrientation

"OnTheLine" (horizontal) or "FollowsTheLine" (rotates with link angle)

corner

Corner radius for orthogonal/avoids-nodes routes

For the full set of arrow values and link behavior, see the end-user Relationships documentation.

Limits & Gotchas

  • Only CI relationships are styled by Shape Relationships. Visual-only relationships (not backed by CMDB data) are controlled by the Global and User Preference styles.

  • Shape Relationships don't retroactively restyle existing links. They apply as each link is rendered, so changes take effect on refresh.

  • Per-user overrides take priority over Global — if a user has ever changed a relationship style in the editor, their User Preference will override the Global default for every new visual relationship they create.

  • Style precedence is not configurable. The three-tier order (Global → User Preference → Shape Relationship) is fixed.

  • Migrate shape relationships via XML, not Update Sets. See Migrating Configuration.

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