Working with Items → Working with Item Actions → Linking a Principal Item to Subtasks → Link to Principal Dialog Box
The Link to Principal dialog box enables you to establish a principal/subtask relationship among existing primary items by linking a principal item to a subtask item. The item that you create the link from becomes the subtask; the item that you link to becomes the principal task.
|ID/Keywords||Type the ID number or keywrods for the principal item that you want to link to the subtask item. Click Link to Principal to perform the search.|
|Search in Table||Select the table that contains the principal item that you want to link to the subtask item. The default table selection is the preferred application specified in your user profile, but all applications for which you have view privileges are listed.|
|Link Type||Select one of the following options to add an item link to
the principal task, subtask, or both. The item link will be added to the
attachment section of the applicable item.
Note: Triggers are available only for SBM On-Premise/PaaS 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.
|Unrestricted||If you chose to add an item
link to the principal or subtask item, you can select this check box to make
the item link visible to all users who can view the item it is attached to.
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
Unrestricted check box is disabled if
you do not have privileges to set attachments as unrestricted.
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 dialog box when the relationship is established.|
|Link to Principal||Click the
Link to Principal button to search for a
principal item to link to the subtask item. The search results appear on the
bottom of the dialog box. Items that are subtasks of the item that you are
linking from are not returned by the search.
From the list of items that appears, select the item or items to which you want to link, and then click Link to Principal again.
Note: If the search results are greater than 50 items, you must limit your query to return fewer items.
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