User Guide | 2019.2

Adding links

Add links to establish relationships between items. See Linking examples for examples of different uses for linking items.

1. Select the items to link on the list window and choose Activities > Add Link.

Tip:  You can also drag items from a list window directly onto another item in any list window to link them.

The Add Link dialog box opens.

2. Select a link Definition to specify the type of relationship between the items.

To view more information about a definition, select it and click View Definition.

Tip:  If you need to create a definition, see Configuring link definitions.

3. Enter a Comment about the link, such as the reason for linking the items. The comment is displayed on the Links tab and on the link diagram.

4. If you are adding a parent/child link, select the parent item and click Make Parent.

5. Click Select Items to Add to add additional items to the link. See Adding items to existing links.

6. Select an item and click Top, Move Up, Move Down, or Bottom to reorder the list.

Reorder the list if the items must be closed in order or reopened in inverse order.

7. Select an item and click Remove to remove it from the link.

To remove a parent item, you must first set another item as the parent.

8. Click OK to add the link.

Note:  To view links, click the Links tab when viewing or editing items. See Working with item links.