Working with Relationships
In the Refreshed Web Interface, you can create relationships using existing items or create new items to relate with.
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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?
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 in the item edit mode. For details, see Creating a Related Item.
Create a related item in the view mode from:
1. The Home page.
2. The Global search results table.
3. The Relationship view of an item.
4. The Relationship Explorer.
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This option is enabled if at least one item is selected.
For details, see Creating a Related Item.
Copy an item from:
1. The Home page.
2. The Global search table results.
3. The Relationship view of an item.
4. The Relationship Explorer.
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This option is enabled only if a single item is selected.
For details, see Copying an Item.
Select one or more related items to delete.
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The option is enabled when a related item is selected.
Expand to perform column operations (when two or fewer rows are present) or expand to see the remaining rows (when seven or more rows are present). If three to six rows are present, the icon is disabled.
When seven or more rows are present, and the table is expanded, a maximum of 11 rows are displayed. If additional rows are present, click Show More at the end of the table.
Reorder the items in the relationship table. You can select more than one item and drag to reorder.
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For best drag experience, PTC recommends you include the Order column in the relationship field and order the data by it.
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