Flex Link Routing

Flex link routing helps you keep the entity positions you have arranged while asking StructureGram to redraw the relationship lines between them.

It is useful when the entities are roughly where you want them, but the links have become crowded, tangled, or hard to read.

Where Link Routing Fits

An ownership diagram has two related layout jobs:

• Entity placement decides where entities sit on the canvas.
• Link routing decides how the relationship lines travel between those entities.

Auto-layout normally does both jobs together. It places the entities and then creates link paths between them.

Manual layout gives you direct control of entity positions. Once you start moving entities yourself, the diagram needs a way to keep the links readable without taking over the entity layout again. Flex routing is designed for that middle ground.

What Flex Routing Does

Flex routing keeps your entity positions and refreshes the links around them.

When Flex is selected:

• Your entities stay where you place them.
• StructureGram calculates fresh link paths between the current entity positions.
• Link tools are turned on automatically so you can see and edit routes immediately.
• Auto links can keep routes refreshed after movement.
• Edited link routes can be preserved, so your hand-tuned paths are not overwritten unless you choose to reset them.

Flex is best understood as: manual entities, assisted links.

What Flex Routing Does Not Do

Flex routing is not a full entity placement engine.

It does not decide that a company should move left, a trust should move down, or a group of entities should spread apart. It only works with the positions already on the canvas.

If the entities are all bunched together, Flex cannot make the diagram readable by itself. Use Refresh all entities and links to base layout first to spread the entities out, then use Flex to refine and maintain the link routes.

When to Use Flex Routing

Use Flex routing when:

• You have manually arranged entities and want to keep them in place.
• Links cross over entities or each other after moving entities.
• You want to tidy link paths without resetting the whole diagram.
• You are preparing a diagram for review, export, or presentation.
• You are working in a scenario and want the scenario step to keep its own hand-tuned layout.

Avoid starting with Flex when:

• The whole diagram is cluttered or bunched together.
• Many new entities have been added and there is no useful layout yet.
• You want to change the overall direction of the diagram flow.

In those cases, start with Refresh all entities and links to base layout.

How to Turn On Flex Routing

1. Open an ownership diagram.
2. Open the layout dropdown in the toolbar. It may show Auto-layout, Manual-layout, or Flex-layout depending on the current diagram state.
3. Find Link Routing.
4. Select Flex.

When you select Flex, the diagram moves into a manual-style layout state. Your entity positions become the authority, and Flex focuses on recalculating relationship lines.

Link Tools

When you enter Flex routing, Link Tools turn on automatically.

Link Tools let you see and adjust relationship routes directly on the canvas. They are helpful because Flex is about link geometry, and you often want to inspect the route points immediately after switching modes.

You can turn Link Tools off again from the toolbar if you want a cleaner canvas.

Refresh Links

When Flex routing is active, the toolbar shows a link refresh control.

Use Refresh links when you want StructureGram to recalculate the visible link paths from the current entity positions.

This is helpful after:

• Moving several entities
• Adding or deleting relationships
• Changing entity sizes
• Clearing hand-edited link routes
• Returning to a scenario step where routes need a tidy-up

Refreshing links does not intentionally move your entities.

Auto Links

The Auto links option keeps Flex routes refreshed automatically after diagram changes.

When Auto links is on:

• Moving entities can trigger a link refresh after you finish interacting.
• Structural changes can trigger a link refresh.
• The diagram avoids rerouting while you are still dragging, so movement stays responsive.

Auto links is useful for active editing. If you are doing fine presentation work and want total control over every line, you may prefer to turn it off and use Refresh links manually.

Preserve Edited Link Routes

The Preserve edited link routes option protects routes you have manually adjusted.

When this option is on, Flex refreshes the rest of the diagram while leaving your edited link paths alone where possible.

Use this when:

• You have manually shaped a few important links.
• You want automatic tidying for most links.
• You do not want a refresh to undo presentation work.

Turn it off when:

• You want Flex to recalculate all link paths.
• Your edited routes are no longer useful.
• The diagram structure has changed enough that old route edits are getting in the way.

Clear Edited Link Routes

Use Clear edited link routes when you want to remove manual route edits and let Flex recalculate links more freely.

This is useful if:

• A route was edited for an older diagram shape.
• A link now takes an odd path.
• Preserved edits are preventing a clean refresh.

Clearing edited routes does not mean deleting relationships. It only clears manual link path overrides.

Refresh All Entities and Links While in Flex

Flex keeps entity positions, so it is not the right tool for fixing a poor entity layout.

Use Refresh all entities and links to base layout when you want StructureGram to reset the whole diagram geometry. In the Flex context, this means:

• Entities are placed again using the auto-layout engine.
• Link vertices are reset and recalculated.
• Flex routing can then be reapplied from the new entity positions.
• The diagram ends back in a manual-style state so later actions do not unexpectedly keep replacing your layout.

This is the best option when the diagram has become crowded, collapsed, or hard to untangle manually.

Direction Buttons

The direction buttons control the flow of auto-layout, such as top-to-bottom or left-to-right.

In Flex routing, direction buttons are disabled because Flex does not place entities. Direction only applies when auto-layout is deciding where entities go.

If you want to change the direction of the diagram:

1. Choose the direction while using auto-layout.
2. Run Refresh all entities and links to base layout.
3. Switch back to Flex if you want to refine links while keeping the new entity positions.

Connector Options

Connector options control how links are drawn visually.

Common connector choices include:

• Rounded for softer bends and presentation-friendly diagrams.
• Straight for sharper, simpler connection lines.

Connector style and link routing work together. Routing decides the path; the connector decides how that path is drawn.

Flex Routing and Auto-Save

Ownership diagrams use working-copy auto-save.

Flex-related changes are saved as part of the diagram's working copy, including:

• Entity positions
• Link vertices
• Manual route edits
• Layout and routing settings

After you stop interacting, StructureGram saves the current working state in the background. If the toolbar shows Saved, the current layout state has been persisted.

Flex Routing and Scenarios

Scenarios preserve Flex routing state.

When you create a scenario from a base diagram that is using Flex:

• The first scenario step starts with the current base entity positions.
• Link vertices and routing state are copied into the new scenario step.
• The scenario then has its own layout life.

When you create a new scenario step:

• The new step starts from the current scenario step.
• Flex settings and link geometry carry forward once.
• Later changes to the previous step do not automatically overwrite the new step.

This lets each scenario step keep its own presentation work.

Recommended Workflows

Clean up a generated diagram

1. Run Refresh all entities and links to base layout to get a good starting structure.
2. Move key entities into better presentation positions.
3. Select Flex under Link Routing.
4. Use Refresh links to tidy the routes.
5. Leave Preserve edited link routes on while you adjust important paths.

Work on a large diagram

1. Start with auto-layout to spread the structure out.
2. Use the entity filter to reduce the diagram to the entities that matter.
3. Switch to Flex after the main groups are in useful positions.
4. Turn on Auto links while you are moving entities.
5. Turn off Auto links when you are doing final presentation tuning.

Prepare a diagram for export

1. Arrange entities manually.
2. Use Flex to refresh the links.
3. Manually adjust important link routes if needed.
4. Keep Preserve edited link routes on.
5. Confirm the toolbar shows Saved before exporting.

Fix a messy Flex diagram

1. Turn off Auto links if repeated refreshes are distracting.
2. Use Clear edited link routes if old edits are causing odd paths.
3. Use Refresh links.
4. If entities are still too crowded, run Refresh all entities and links to base layout.
5. Move back into Flex for final link cleanup.

Troubleshooting

Links Still Look Tangled

Flex can only route links around the current entity positions. If the entities are too close together, move them apart or run Refresh all entities and links to base layout first.

A Link Will Not Change When I Refresh

Check whether Preserve edited link routes is on. If the link was manually edited, StructureGram may be protecting it. Turn preservation off or use Clear edited link routes.

Direction Buttons Do Not Work

This is expected in Flex. Direction applies when auto-layout places entities. Flex keeps entity positions and only refreshes link paths.

Auto Links Keeps Changing Routes

Turn Auto links off while doing final manual route edits. You can still use Refresh links when you want a controlled reroute.

Entities Are Bunched in the Middle

Run Refresh all entities and links to base layout. Flex does not spread entities out by itself.

The Flex Engine Fails to Load

In a development or interrupted network session, the routing engine may fail to load. Refresh the browser page and try again. Saved diagram state is not intentionally changed by a failed route refresh.

Quick Reference

The Simple Rule

Use auto-layout when you want StructureGram to arrange the diagram.

Use Flex routing when you like where the entities are and want help making the lines readable.