Field
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Description
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Types
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Item type that is to use the relationship field
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Allowed Types
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Item types that can be linked to using the relationship field.
For example, to allow the field to be used to create relationships between documentation items and bugs, select Docs under Available Types and add Bugs to the Allowed Types. Then select Bugs under Available Types, and add Docs to the Allowed Types.
Allowed Types are uneditable for the following fields: Contains, Contained By, Referenced By, Shares, and Shared By.
Repeat the selection process for additional item types.
You can create heterogeneous and homogenous segments using allowed types.
To learn how to create homogeneous subsegments, see Setting Up Documents.
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Cycle Detection
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To prevent relationship loops from occurring. A relationship loop occurs when an item has both a forward and a backward relationship with another item within the same relationship hierarchy.
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Trace
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Sets the field as a trace relationship. Trace relationships are defined via field pairs are and presented to the user in domain-specific language, for example, Test and Requirements. To learn more about trace relationships, see the Documents section of the user documentation.
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Forward and Backward tabs
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The fields used for forward and backward relationships.
For example, if you are defining a relationship field to track defects related to an item, the forward relationship field could be named Defects and the backward relationship field could be named Defects Of.
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Name
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Name of the relationship field. The name you enter is also used for the backward relationship field and prefixed with the word Backward. You can edit this name.
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Multi Valued
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Allow links to multiple items. For example, a field used to track defects on an item would need to allow multiple linked items; a field used to identify the documentation item used for documenting the changes made by a change order item would only need to allow a single linked item.
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Wrapped table content
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Display wrapped table content for the relationship field when editing the item.
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Display Style
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Display the relationship field in table format or in a comma-separated values (CSV) format. The table format allows you to sort the linked items and manipulate the columns that display in the table. The CSV format only displays the IDs and relationship flags of the linked items.
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Display Rows
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Number of rows to display for the relationship field when editing the item.
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Browsing Style
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When adding related items, specifies the browsing style of candidate items. Choices are Query and Finder.
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When Query is selected, the following additional options are available:
• All Queries: If you select this option, you can see all queries while selecting the related item.
• Specific Queries: If you select this option, you can see only queries in the Specific Queries list while browsing the related item. This list contains only Admin queries.
• Set Default Browse Query: If you select this option, you set the default Admin query that you want to use when browsing for items to add to the relationship field. Use the data filter to select the desired Admin query. If there are no Admin queries, this option is unavailable.
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When Finder is selected, the following options are used to define the contents of Find Items to Relate window:
• Finder Query: The Admin query that is used to populate the left pane of the Find Items to Relate window.
• Outline Format: The way in which to display the outline in the right pane of the Find Items to Relate window. You can select fields from the Fields drop-down box or specify additional fields.
• Relationships To Follow: The list of relationships. The specified relationships return the items related to those in the left pane of the Find Items to Relate window and displays them in the right pane.
Set Default Browse Query For Web UI: Sets the default query to use in the Web UI when browsing for items to add to the relationship field that has a Finder browsing style.
For more information about the Find Items to Relate window, see the PTC RV&S Help Center.
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Relationship Flags
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Relationship flags are used to indicate when a related item has changed. To add relationship flags for the field click Add.
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Field
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Description
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Name
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Name of the relationship flag
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Character
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Single character to display when the flag is set on a relationship field using the CSV display style or when the relationship is viewed through the CLI. You cannot use numbers as relationship flag characters.
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Select
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Locate the image you want to use for this type of relationship flag in a relationship field using a table format. The image must be in a JPEG or GIF format and no larger than 24 by 16 pixels.
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Suspect
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Allows you to define a suspect flag for items at the field level. When there is a significant edit to a document item with a field pointing to it that is flagged as suspect, all related items using that field are flagged as suspect.
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Enabled
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You are using this relationship flag
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