Relationships Tree

Owned by Ricky Villa
Last updated: Aug 16, 2019

Relationships Tree

The Relationships tree allows you to view or create relationships between records. The relationships are established with tags that tie one property to another (for example weather to location).

  1. Open the Relationships tree drop-down menu.
  2. Select a relationship.
    The results are displayed in the grid view.

Add Relationship

To add a relationship:

  1. Open the Relationships tree drop-down menu.
  2. Select the + Add Relationship button.
    The Add Relationship window is displayed.
  3. Enter the names and filters applicable to the relationship:
    • Relationship Name - the user would pick a name for the relationship
    • Reference Name - this is the name of the reference you want to look for. For example, if you want all ahuRef's found on the VAVs, you would put ahuRef.
    • Reference Filter - this would be the tags of the records being referenced. Using the example above, we are referencing the AHU's so in this case, we would include "equip and ahu" tags since those are found on the AHU equips.
    • Children Filter - this would be the tags of the equips that have a reference to the "Reference Filter". Continuing with the example above, we would include the "equip and vav" tags since those are the equips that have the ahuRef on them.
  4. Select ADD.
Once a relationship filter is made and no current relationship matches that, it will be hidden on the left tree. As soon as there is one or more that match that relationship, it would appear in the list.

Find Unassigned Children

Unassigned children are unlinked points contained in a relationship. To find unassigned children,

  1. Open the Relationships tree drop-down menu.
  2. Select a relationship.
  3. Select the Discover button.
    The results are displayed in the grid view.

Edit Relationship

To edit a relationship:

  1. Open the Relationships tree drop-down menu.
  2. Select the relationship to be edited.
  3. Select the Edit Relationship button.
    The Edit Relationship window is displayed.
  4. Edit the following field(s): 
    • Relationship Name.
    • Name of Reference (an example of a reference name is included in the field's title).
    • Reference Filter (it identifies the type of reference tags to use).
    • Children Filter (it identifies points affected by the reference tags).
  5. Select SAVE.