---
sourceDocument: Zurich Enterprise Architecture (formerly Application Portfolio Management)
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/application-portfolio-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Enterprise Architecture (formerly Application Portfolio Management)

ft:clusterId :

    - appportman

bundleId :

    - appportman

workflow :

    - Technology


---

# Add related records in the modeling diagram

# Add related records in the modeling diagram {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Fetch and add specific related records to the selected shape in a diagram.

## Before you begin

Role required: sn_apm.apm_user and Owner or Editor access to the artifact or diagram

## About this task

You can add both upstream and downstream related entities to a shape in a diagram.

* Upstream entities appear as the parents of a selected shape. They represent inputs, dependencies, or higher-level components that influence the selected shape. For example, for a business process, an upstream entity can be a business capability.
* Downstream entities appear as children of the selected shape. They represent the outputs or consequences that are influenced by the selected shape. For example, for a business capability, a downstream entity can be a business application.
{#eaw-modeling-add-related-records__ul_jk3_xnp_vfc}

## Procedure

1. Navigate to WorkspacesEnterprise Architecture Workspace.
2. Open the Modeling page by selecting the Enterprise Modeling and Visualization icon (![Enterprise Modeling and Visualization icon]()).
3. Select an existing diagram from the Diagrams page.
4. Select a shape in the diagram and open the context menu and then the More Actions menu (![More actions menu icon]()).
5. Open the Add related records pop-up window by selecting the Add related records icon (![Add related records icon]()).
6. Select the specific entities that you want to add to the diagram.  
   * Select the Expand row icon (![Expand Row icon]()) next to Upstream or Downstream to view the list of available related entities.
   * Select the Expand row icon (![Expand Row icon]()) next to an entity type to view the individual records within that type.
   * Select the check box next to the individual records that you want to add.
   {#eaw-modeling-add-related-records__ul_gxs_kpp_vfc}
7. Select Add.

## Result

The selected entities are added to the diagram for the object.
**Related tasks**   

* [Share a modeling diagram](https://www.servicenow.com/docs/2WAnSWEqQfntEYnw4y3tqg "Share your draft diagrams with individuals and groups and define access levels for them to view and modify the diagram.")
* [Commit diagram changes](https://www.servicenow.com/docs/jW8E8ef52WfNaUxdS8Ty3w "Synchronize an approved diagram and all its elements to the database.")
* [Save as a version](https://www.servicenow.com/docs/u7rNZ8zy2Iw_Lg~ZLOc~ug "Copy an existing diagram and create a version for it within the selected architectural artifact. You can update the new version as required.")
* [Duplicate a modeling diagram](https://www.servicenow.com/docs/_DEFecafxkh0mHUACT4VnA "You can make a copy of an existing diagram that you created and modify the duplicate diagram according to your requirement.")
* [Submit a modeling diagram for approval](https://www.servicenow.com/docs/YqsOdPUXfJuYL87OMqO38w "Send your draft modeling diagrams for approval. After receiving the approval, you can commit the diagram to the database. The approval process can be done through a configured workflow. By default, the approval request is submitted to the Enterprise Architect group.")
* [Synchronize a shape to the database](https://www.servicenow.com/docs/BoQ4nq3djOQ8TvztbUOm_w "Add a shape to a diagram. Synchronize the shape to the database by mapping the shape to an existing CI or adding a CI.")
* [Delete a shape](https://www.servicenow.com/docs/pda60eVCGj3ZfWTlVSLWnQ "Delete a shape and all of its relationships from a diagram.")

*[\>]: and then