Customization → Types Setup → Dependency Types

Dependency Types

Use the Dependency Types tab to add, manage, and maintain all of the dependency types that are used by your organization.

Note: This tab is not available when using Serena Agile On Demand.

The Dependency Types tab contains five tabs: Properties, Attributes, Source, and Target.

The Properties tab lets you enter information that is unique to that dependency type, such as its name, an associated icon, and a named summary view that is associated with this dependency. The Properties tab contains the following elements:
The Attributes tab displays all of the attributes that can be associated with the dependency type. The full list of available attributes are in the left column and the attributes that are associated with the dependency type are in the right column. To move an attribute between columns, select it and click the arrow that points to the other column. Hold down the CTRL key while selecting attributes to move more than one at a time. The Attributes tab contains the following elements:

The Source tab displays all of the attributes that are used as a source for roll-up data when viewing this dependency type. The full list of available attributes are in the left column and the attributes that are associated with the dependency type are in the right column. To move an attribute between columns, select it and click the arrow that points to the other column. Hold down the CTRL key while selecting attributes to move more than one at a time.

The Target tab displays all of the attributes that are used as a target for roll-up data when viewing this dependency type. The full list of available attributes are in the left column and the attributes that are associated with the dependency type are in the right column. To move an attribute between columns, select it and click the arrow that points to the other column. Hold down the CTRL key while selecting attributes to move more than one at a time.

Adding a dependency type

Dependency types created on the Dependency Types tab will be available for use.

To add a dependency type
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Types Setup tab.
  3. Select the Dependency Types tab.
  4. Click New.
  5. Name the dependency and choose an icon to represent this dependency type.
  6. From the Request View drop-down, select the named summary view in which a new dependency of this type will appear. The default request view is Summary.
  7. From the Source list, select one or more item types that can be used as a source for this dependency type.
  8. From the Target list, select one or more item types that can be used as a target in this dependency type.
  9. In the Attributes tab, move the attributes that you want to associate with this dependency type to the right column. Choose Roll Up to Source to roll-up data from the dependency type to the selected source item types. Choose Roll Up to Target to roll-up data from the dependency type to the selected target item types.
  10. In the Source tab, move the attributes that you want to associate with this dependency type to the right column. Data associated with these attributes will be read-only when viewed.
  11. In the Target tab, move the attributes that you want to associate with this dependency type to the right column. Data associated with these attributes will be read-only when viewed.
  12. Click Save

Deleting a dependency type

A dependency type can be deleted as long as it is not being used by an existing item type.

To delete a dependency type
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Types Setup tab.
  3. Select the Dependency Types tab.
  4. Select the dependency type in the list.
  5. Click Delete.

Editing a dependency type

To modify an dependency type, make the applicable changes, and then click Save Dependency Type.

To edit a dependency type
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Types Setup tab.
  3. Select the Dependency Types tab.
  4. Make your changes.
  5. Click Save.

Viewing a dependency type

Dependency types can be viewed from the Dependency Types tab in the Types Setup tab.

To view a dependency type
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Types Setup tab.
  3. Select the Dependency Types tab.
  4. Select a dependency type.

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