Relating Requests to Items

Add a relationship to an item, or items, when you want to show a connection between a request and the items.

Adding a Relationship to an Item

Modifying or Deleting the Relationship Between a Request and an Item

Adding a Relationship to an Item

To add a relationship to an item:

  1. Right-click a request and select Related. The request opens for browsing with the Related tab active.

  2. To add a relationship click Add. The Select Item(s) to Relate dialog box appears.

  3. Click the Browse button. In the Selection Wizard find the items. The items that you selected are added to the Select Item(s) to Relate dialog box.

  4. From the Relationship Type list select a relationship.

  5. Click OK.

  6. The items are added to the tree in the Related tab.

  7. To commit the new relationships click Save.

Modifying or Deleting the Relationship Between a Request and an Item

To modify or delete the relationship between a request and an item:

  1. Right-click the request containing the related item and select Related. The request opens for browsing with the Related tab active.

  2. To modify the relationship type, click the Relationship column for that item and select a different type of relationship from the list.

  3. To delete the relationship between a request and an item, select the item’s row and click Remove.

  4. To commit the changes click Save.