Working with Relationships

Refreshed Web Interface > Editing in the Item View > Working with Relationships

In the Refreshed Web Interface, you can create relationships using existing items or create new items to relate with on entering the edit mode.

If you are unable to see a relationship field or face access issues, contact your system administrator.

For information on item relationships, see What Are Item Relationships?

Edit Relationship User Interface Elements

User Interface Element

Action

Add one or more related items. For details, see Adding a Related Item.

Create a related item. For details, see Creating a Related Item.

Select one or more related items to delete.

The option is enabled when a related item is selected.

Reorder the items in the relationship table. You can select more than one item and drag to reorder.

For best drag experience, PTC recommends to include the Order column in the relationship field and order the data by it.