Expand with conditions

Rather than using expand to add all the available, related information to your chart, you can choose instead to expand with conditions. When you do so, you can select which types of records to copy to the chart.

About this task

In an expand with conditions operation, you can choose to filter by entity types, link types, or both. For example, if you select a Person entity on your chart, you might choose only to expand to records that have the Vehicle entity type. Alternatively, an Owner link type might be used to connect vehicles with people, and also accounts with people. But it might also be possible to connect accounts and people through an Access To link type. By filtering on entity and link type, you can choose only to expand to accounts that are owned by people.
Note: For information on how to expand without using conditions, see Expanding entities.

Procedure

To expand with conditions:
  1. On the chart, select the entities that you want to expand.
  2. Click the Home tab of the ribbon, and then in the Search Information Store group, click Expand with Conditions.
    The Information Store Expand with Conditions window opens.
  3. To choose the type of filtering to apply, click Expand by type Expand by type in the window header and select entity type, link type, or both.
    A list of record types that are connected to the selected entities is displayed. If a large amount of connected records are found, you are asked whether you want to Display the list.
  4. Select the record types and click Copy to Chart.
    Note: To expand by a single type, you can hover over the type and click Copy to Chart.
    A summary of records that were copied (or marked to show that changes are available) is displayed in the Expand with Conditions window. The relevant links and entities are added to the chart. These entities and links are selected, together with any relevant existing entities and links on the chart. You can click a row in the summary to change the selection. For example, to select only the originally selected entities, click the Seeds row in the summary.
  5. To close the Expand with Conditions window, you can do one of the following:
    • Click Finish. The Expand with Conditions window is reset for next time that you expand.
    • Click the Expand with Conditions ribbon button. Next time that you expand, the window opens on the last page that you used.

    To continue expanding, select entities from the summary and click Expand Again.