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• The Relationship view is the only view that supports following branch relationships in the structure field. You can perform individual edits and batch edits of Branches and Branched From rows. However, you cannot add, delete, move, reorder, or change relationship flags for these rows. These same operations also cannot be performed on these other special fields in the Document model: Contains, Contained By, References, and Referenced By.
• If you are viewing relationships for a historical item, the relationships shown for the item depend on the As Of date indicated in the Item Detail view header. For more information, see Viewing a Historical Item.
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Task
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Procedure
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Open another Items view (GUI only)
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• Select > .
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View details for item
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• Select > (GUI).
• Select View Item (Web).
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Open a selected item’s Relationships view
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• Select > (GUI).
• Select View Related Items (Web).
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Create new item (GUI only)
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• Select > .
or
• Select > >
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Copy selected item
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• Select > (GUI).
• Select Copy Item(Web).
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Create new item and add it as related item
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• Select > (GUI).
• Select Create Related Item (Web).
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Delete selected item (GUI only)
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• Select > (GUI).
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Edit selected item
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• Select > (GUI).
• Select Edit Item(Web).
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Print selected item (GUI only)
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• Select > .
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Run report for selected item
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• Select > (GUI). • Click and select Run Item Report(Web). |
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Run a historical report (Web only)
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• Click and select > . |
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Run an item differences report (Web only)
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• Click and select Run item differences report. |
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Add existing related item
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• Select > > (GUI)
• Open the Items view ( > ), select an item, and drag it to a relationship field in the tree (GUI)
• Select Add Related Item (Web).
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Remove related item
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• Select > > (GUI).
• Select Remove Related Items (Web).
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Add or remove link flags for selected item
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• In the GUI, select > > or > > . • In the Web interface, click . To add link flags, select Add the flags below to the selected items, select the flags to add, and then click . To remove link flags, select Remove the flags below from the selected items, select the flags to remove, and then click .
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Reorder selected related item in relationship field
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• In the GUI, select > > or Move Related Item Down.
• In the Web interface, select Move related item up or Move related item down.
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Refresh items (GUI only)
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• Select > (GUI).
• Select Refresh View (Web).
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