Source: https://manu-tests-all-orgs.docs-staging.pageloop.ai/product/requests/catalog-and-routing/relationship-attributes

# Relationship attributes

Relationship attributes allow you to define connections between people, assets, and service items. These connections unlock intelligent automation, contextual approvals, and dynamic form behavior, allowing you to reflect real-world relationships directly within Atomicwork.

Whether you’re routing a request to a consultant, escalating a change to an asset’s business owner, or selecting a device for software installation, relationship attributes help streamline processes across IT and business functions.

With relationship attributes, you can:

- Link **employees or agents** to service items and assets

- Link **assets to other assets** (e.g. backup servers or dependencies)

They can then be used in workflow conditions or triggers, to automate approvals, and as placeholders.

## Configuring relationship attributes

You can configure relationship attributes in service items or assets.

**Service items**

To add a people or asset relationship to a service item:

- Navigate to **Settings > Your workspace > Catalog** and click on the Services tab

- Select the service item you want to modify or create a new one by clicking on **Add Form.**

- Under **Attributes specific to this form**, click on **Add attribute**.

- Enter a display name, select **Relationship** under Attribute type and choose **People**, **Assets or Agents**.

- Choose access settings for the attribute as needed and click on **Add.**

- After adding the required attributes, click on **Update or Publish** at the top right to save the service item.

**Assets**

To link assets to people or other assets:

- Navigate to **Settings > Assets** and click on **Types and attributes.**

- In the **Attributes tab**, click on **Add** at the top right.

- Enter a display name, select **Relationship** under Attribute type and choose **People** **or** **Assets.**

- Choose which assets the attribute applies to and whether it is required when creating an asset.

- Click on **Create.**

## Using relationship attributes in workflows

Once configured, relationship attributes can be used in workflows to:

- **Define triggers:** Initiate a workflow when a relationship changes (eg. Infra contact updated).

- **Route requests**: Assign to agent groups based on selected consultant.

- **Trigger approvals**: Send to a report owner or infra contact linked to an asset.

- **Insert placeholders**: Automatically include the name or email of a linked person or asset in a webhook or notification.

For example, if a user raises a request to decommission a server and the selected server has an "Infra Contact" relationship defined in the asset attributes, the workflow can automatically identify the associated Infra Contact and route the approval request directly to that individual.

To configure this in a workflow:

- Navigate to **Workflows** in your workspace and create a new workflow for the relevant service item (e.g. "Server Decommissioning").

- Set the trigger to **Request is created**, and choose **Server Decommissioning** as the matching service item.

- Add an **Approval** action and create a new approval policy.

- Under **Who do you want to add**, select the **Service** tab and find the configured service item.

- You’ll see all people relationships associated with the asset linked to that service item listed. Choose the person to whom the approval should be routed.

- Click on **Add,** then **Publish** to activate the workflow.

Any time the service request is raised, Atomicwork will dynamically resolve the person linked to the selected asset and ensure the approval goes to the correct individual.

## Using relationship attributes as placeholders

You can reference any attribute of a linked person or asset from the relationship field, like a person's email, an asset's serial number, or a user's department as placeholders in webhooks and workflow actions. These values will be exposed through the **Insert placeholder** dropdown within the workflow action configuration.

- In your workflow, add an action like **Trigger webhook or Send email**.

- Click into a text or input field that supports dynamic values.

- Click through to the relationship field from the dropdown, then choose the associated attribute you want to insert.

This makes workflows adaptable to user input—ensuring the right contact, identifier, or resource detail is always used without hardcoding logic.

|

**Object​**

|

**First level relationship​**

|

**Can it be used as a placeholder?​**

|

**Can it be used in approvals?​**

|

Request, service item or linked assets​

Example configuration: Service item with attribute ‘Whose calendar?’​

|

People​

Example value: Jane Doe
​

|

Yes​

Example placeholders:​
Jane’s first name, last name, full name, email, etc.​

|

Yes​

Jane will receive the approval if the service item is requested

|

Request, service item or linked assets​
​
Example configuration: Service item with attribute ‘Which server?’​

|

Asset​

Example value:​
Cisco Blade Server S91831​

|

Yes​

Example placeholders:​
Cisco Blade Server S91831’s display name, serial number, asset tag, status, etc.​

|

No, because you can’t send an approval to an asset.
​However, _if the asset had a second-level people relationship attribute,_ you can send an approval to them.​
​
For example, the approval can be sent to Cisco Blade Server S91831’s infra contact.​

Relationship attributes form the backbone of contextual service delivery in Atomicwork. By modeling how people, assets, and services relate to one another, you can build workflows and automations that are accurate, scalable, and deeply aligned with how your organization operates.
