Configure the data relationships

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure the data relationships in the Template Configurations module, which helps you to navigate from a record in the template configuration to any table. When you create these paths, you can fetch necessary data from each of these records in the BCM report template.

    Before you begin

    Role required: sn_grc_doc_design.admin and sn_bcm.admin

    About this task

    When you create data relationships, you can specify how selected records, such as plans to recovery teams or plans to related assets, are connected to the table (for example, [sn_bcp_plan]) in the template relationship registry. You can then establish a path to navigate to these respective records. You can create as many relationships as needed.

    Procedure

    1. Navigate to All > Business Continuity > General Administration > Template Configurations.
    2. In the Template Configurations module, open the template configuration that you created.
    3. In the Data relationships related list, select New.

      The Data relationship new record is displayed.

      Data relationship new record.

      You can add the source and target relationships.

      Source relationships.Target relationships.
    4. On the form, fill in the fields.
      Table 1. Data relationship form
      Field Description
      Name Level that you want to go to. For example, you can specify Plan to Documentation.
      Source
      Parent relationship Parent of the data relationship.
      Source table Source table used for the data relationship created. This field is automatically set.
      Target
      Target relationship Select an existing relationship or create a target relationship. For example, you can select Plan to Asset dependencies.
      Note:
      For more information, refer to Setting up the 360ยบ views. You can register only existing relationships between the types of data you want to view.
      Relationship type Type of the relationship such as many to many or one to many. This field is automatically populated based on the selection made in the Target relationship field.
      Target table Table from which the data is obtained. This field is automatically populated.
    5. Select Submit.

      The Data relationships related list is shown in the example.

      Data relationships related list.

    What to do next

    Create content configurations to specify the type of data you want to fetch on the report. For more information, see Set up the content configurations.