See what's new in Relatics in our webinar on August 29th 14:00 (UTC +2)

Relatics help documentation

Explore our extensive help documentation to make a quick start in Relatics 6. To visit the Relatics 5 Knowledge Base, click here.

Getting started

Create users in the environment

Create a new workspace

Adding users to a workspace

Set the theme of the environment and workspaces

Upload a workspace from another Relatics environment

Systems Engineering model

Create, update, and delete a standard type element

Create, update, and delete a type property

Create, update, and delete a type relation

Create, update, and delete a derived type element

Create, update, and delete a middle type element

Help users understand the model by using notes

Settings overview of a type element

Settings overview of a type property

Settings overview of a type relation

Project authorization

Role-based access within a workspace

Relatics user interface

Understand tables in relatics

Model visualization

Modify all elements view

Select model objects with the model selector

Support recurring activities with use cases

Organize elements, properties and relations

Project data mutations

Create, update, and delete a standard element

Undelete element from recycle bin

Edit behavior of elements, properties and relations

Position standard elements in a table

Position derived elements in a tree

Create, edit, and delete related elements with the relatable elements view

Understand the select relation dialog

Copy and paste with Relatics

Querying for information

Filter elements in tables

Work with the my view

Compare and track changes

See what has happened with indicators

Browse history of an element

Use back in time to view project data from the past

Analyzing project developments using compare mode

Hierarchical data

Create a hierarchical derived type element

Tree view for hierarchical models

Draft state

Approve property value using draft and final state

Calculated values

Use a calculated property

Work with formulas in a calculated property

Use a list property in a formula

Localization and collaboration

Work with global and local time zones

Set date format

Life cycle management

Use a list property as the life cycle property of an element

Archiving elements

Archiving elements

Quality Assurance

Align your project to the quality rules

Set quality rules for properties

Set quality rules for relations

Publish & report project data

Publish Relatics table as Excel file

Create a new report

Generate report

Interpret report errors

Application integration

Work with externally managed elements in Relatics

Enable SE models to be populated with external data

Create an interface with an external application

Application integration by using SharePoint Rest

Application integration by using Microsoft Graph

Sharepoint troubleshooting

Application integration by using Autodesk Docs

Synchronize data manually by uploading files using custom application integration

Authenticate an external application to use custom application integrations

Provide data via API using custom application integration

Synchronize data via API using custom application integration

Excel format for synchronizing data using interfaces

JSON format for providing and synchronizing data using interfaces

XML format for providing and synchronizing data using interfaces

Authentication

Log in securely via multifactor authentication

Enable multifactor authentication for a Relatics environment

Setup user authentication with Microsoft Entra ID

Contact

Ridderpoort 32
2984 BG Ridderkerk
The Netherlands

+31 (0) 180 413 047
info@relatics.com

Relatics updates

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