The relations feature allows you to create links between documents (items) that are related to each other.
Related items can be of the same or a different document class. They are displayed in your document's Properties panel.
- The relations feature is not available in Team Folder libraries.
- Users can access the relations feature only if, for the current document class, an administrator has configured at least one relation and selected one or more relations for display.
Learn more: Configure relations and Select relations to display and define their order.
- You can create or add as many relations as you want in your document.
1. Open a document and scroll down to Related items in the Properties panel.
Note: The related item will open in the document page.
You can create new related items from Related items section of the Properties panel.
Note: You must be in view mode to create new related items from the Related items section.
1. Open a document and select the Properties panel.
2. Under Related items, press the Add related item button.
4. If you're working in a Document Management library, the document creation page opens.
Learn more: Create documents in Document Management libraries.
In Document Management libraries you can use the New menu to create related items.
1. Open a document and press New.
2. Select Create related [Relation]. A new related item is created and linked to your current document.
You can add existing items as relations in your document.
Note: You can add related items in view mode or edit mode.
4. Select one or more items to relate.
5. Press Add selected items. The item is listed in the Related items section of your document.
1. Open your document and press Edit.
2. Under Related items, press the cross next to the relation you want to remove.
Note: This action removes only the relation, not the documents (items) themselves.