Best Practices

The possibilities to create a Relatics Workspaces that match the need of your project are infinite. This varies from configuring and visualizing a complete information model to developing reports, imports and interfaces. We are very excited to share our knowledge and experiences learned from practice with you. Here you will find ideas to get more out of Relatics and practical examples that you can apply yourself. Get inspired, make end-users happy and contribute to the success of your project.

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Importing data in Relatics using a webservice

In Relatics, end users manage project information such as requirements, system objects, verifications, documents, etc. Usually, there is overlap in information with other systems. For example, in Relatics a system…

Embedding Google Maps for 1 or more instances

It’s possible to embed a Google Maps viewer in Relatics where project information of a single element is entered. We can make the visualization even more attractive by showing a…

Show versions of a document from Microsoft SharePoint

In Relatics a webservice and selection can be configured that enables end users to directly relate a requirement to a document from SharePoint. Besides the need of end users to…

Visual indicators on the project progress

In Relatics, most information is managed in tables and trees. For end users, this makes entering information and creating excerpts of the data very intuitive. Over time, the need for…

Using Google Maps to show project information

How cool would it be to show your project information directly in Relatics on Google Maps? A user can already enter GPS coordinates in Relatics. But how can you give…

Handle dates in Altova StyleVision reports

By applying a datatype to a date in Relatics, an end user is able to select a date from a date picker in an easy and intuitive way. In reporting…

Fallback page for elements without detail presentation

As the administrator of a Relatics environment, you want users’ information needs to be satisfied as good as possible. At the same time, Relatics offers configuration flexibility so that in…

Show metadata of a document from Microsoft SharePoint

In the article Relating requirements to documents in Microsoft SharePoint Online I explained how to configure an interface between Relatics and SharePoint Online. The result is that end users can…

Relating requirements to documents from Microsoft SharePoint Online

Projects like to use a Document Management System (DMS), such as Microsoft SharePoint, to manage documents. Often, the need will arise to link information stored in Relatics to a document…

Search in all information in the workspace

Because Relatics works in a consistent way, end users become quickly accustomed and it allows them to find information at the place where they expect it. In some cases, it…

Sending email from Relatics

Email communication plays an important role in many Relatics Workspaces. For instance, you can notify others (project co-workers or external parties) of a status change, an accepted request, or can…

How to visualize an object tree in a report

When using Relatics, end users like to view structures (e.g. the SBS, RBS, FBS, WBS) in a tree. For this purpose the building block ”Tree” can be used in a…

A faster way to add a relation to the model using copy/paste

As an administrator of a Relatics Workspace, you want to enter information models quickly and efficiently. Normally, you would use the standard selection to add a relation on the detail…

Icons for Systems Engineering

When it comes to developing Relatics Workspaces for Systems Engineering (SE), I’m a big fan of famfamfam’s well-known Silk Icons. The use of color makes it easy to tell the icons…

How do you show the current set of requirements from Relatics in another software system?

Projects manage their information in a variety of systems. For example, a DMS for document management, CAD software for designs, GIS software for geo-information and an SE tool for requirements.…

10 tips to import information from Excel into Relatics

In the early phase of a project, a lot of information is often already available in various Excel files containing for example requirements or standard risks. A quick start can…

How to make a requirements specification with parameters?

End users are very fond of reports, which they can use to get their information from Relatics and share it with others such as project staff or other parties. With…