Refreshed Web Interface > Editing in the Item View > Working with Relationships > Creating a Related Item
  
Creating a Related Item
To create a related item:
1. Scroll to the relationship field and click .
2. The Select Related Item Type window opens. In the list of allowed types, select a type and click Proceed.
You can type a search phrase in the Filter box at the top of each column to search its contents.
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While creating a related item, you cannot create an item of type document.
3. The Creating Related Item window opens. Type information and click Save. The status message indicates that the relationship is successfully created and the parent item’s Item Edit page opens.
While creating a related item, you can also create a new related item for it.
a. In the Creating Related Item window, scroll to the relationship field and click . You can perform following actions in the Creating Related Item window:
Action
Description
Click Save
The typed information is saved and the status message indicates that the relationship is successfully created. The Creating Related Item window for the parent related item opens.
Undo and redo
Click and , respectively, after you start editing the content.
Click
To view one or more error messages.
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Clicking Save or Cancel in the Creating Related Item window closes the error messages.
Click
To revert to the Creating Related Item window after viewing the errors.
Click Cancel and select Resume Editing in the confirmation window.
The confirmation window is closed and you can continue editing the related item.
Click Cancel and select Discard in the confirmation window.
All your edits are lost and the Creating Related Item window for the parent related item opens.
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While creating related items, PTC recommends creating upto 5 levels of nested related items.
Click in the information box to view the related item level.
4. Click Save. The relationships that you have created are successfully saved.
For information on creating an item, see Creating a New Item.
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An error message appears if the relationship is not permitted due to administrator-set system constraints or if you have not filled one or more mandatory fields. In such a case, the relationship is not created.