How to add, modify, and delete relationships in a Visio flowchart

Target audience: Mavim users working with Visio flowcharts who need to manage relationships between topics.

Purpose: This article explains how to add existing or new relationships, modify them, and delete them in a Visio chart. All changes are saved in Mavim when you save the chart.

Overview

In a Visio flowchart, you can:

Add relationships that already exist in Mavim.
Create new relationships using the Mavim Flow Chart Stencil.
Modify or delete relationships directly in the chart.

Add an existing relationship

Relationships stored in the Mavim database can be added to your Visio chart.

See Show existing relationships in chart for detailed steps.

Add a new relationship

The Mavim Flow Chart Stencil in Visio displays standard relationship categories.

Select the relationship type
- In the stencil, choose the required category (e.g., Who).
Drag the relationship onto the topic
- Drag the selected relationship type onto the topic where you want to create the relationship.
Position the topic
- Drag the topic to the desired location in the chart.
Choose the related topic
- A dialog box opens. Select the topic you want to link to the chosen relationship category.

Delete a relationship

Open the Mavim relationships screen.
Select the relationship you want to delete.
Press DELETE on your keyboard.
- The deleted relationship will no longer appear in Visio.

Modify a relationship

You can adjust a Whereto/Wherefrom relationship between process steps:

Select the relationship in the chart.
Drag one end to another topic or to a different connection point on the same topic.

Important notes

Saving the Visio chart also saves all relationship changes in Mavim.
Deleted relationships are permanently removed from the chart and database.
Ensure you have the correct permissions to edit relationships.