Add Item Link Dialog Box

The Add Item Link dialog box enables you to add an item link to a primary or auxiliary item.

Note: The functionality is slightly different when launching the Add Item Link dialog from the Editable Grid. Search results occur after you click the search icon. You select items in the results and click Create Link. The On success, automatically close this window option and Close This Window button do not appear when attempting to add a note from the Editable Grid.
Field Description
ID/Keywords Select the option to search by ID or by keywords, and then based on that choice, type the ID number or a keyword for the item that you want to link to the current item. Click Create Link to perform the search.
Search in Table Select the table that contains the item to which you want to link. The default table selection is the preferred application specified in your user profile.
Link Type Select one of the following options:
Note: Triggers are available only for on-premise customers. They are set up by your administrator. You can specify a link type that triggers items, but triggers fire only if they are configured for your workflow.
  • One Way, no triggers – Creates a one-way link from the current item to the selected item without Transition Triggers.

  • One Way, current item triggers linked item – Creates a one-way link from the current item to the selected item. When the current item transitions, it also triggers the selected item to transition.

  • Two Way, no triggers – Creates a two-way link between the current item and the selected item without Transition Triggers. This is the default link type.

  • Two Way, current item triggers linked item – Creates a two-way link between the current item and the selected item. When the current item transitions, it also triggers the selected item to transition.

  • Two Way, linked item triggers current item – Creates a two-way link between the current item and the selected item. When the selected item transitions, it also triggers the current item to transition.

  • Two Way, both items trigger each other – Creates a two-way link between the current item and the selected item. When either item transitions, it also triggers the linked item to transition.

Unrestricted

Select this check box to make the item link visible to all users who can view the current item. Clear the check box to restrict the item link to users who have privileges to view the item and its item links. These privileges are set by your administrator. The Unrestricted check box is disabled if you do not have privileges to set unrestricted attachments.

Note: If you are creating a two-way item link, the unrestricted/restricted status of the item link in the destination project is the same as the source item link if you have privileges to set this status in the receiving project. If you do not have privileges to set this status, the status of the item link in the destination project is determined by default settings specified by your administrator.
On success, automatically close this window Select this check box to close the window when the link is added.
Create Link Click this button to search for an item to link to the current item using your ID Search criteria. The search results appear on the bottom of the dialog box.

Select the item or items to which you want to link, and then click Create Link again.

Note: If the search results are greater than 50 items, you must limit your query to return fewer items.

Related Topics

Adding Item Link Attachments to Items

Editing Notes and Attachments

Deleting Notes and Attachments