This article describes how to create a relationship type between issues and an item type. As mentioned in, Understanding Relationships Between Issues and Items, relationships must be configured by project, and, you can define multiple relationship types within a project.


Prerequisites

  • You must have "Change" access rights to the CMS project.
  • A CMS project exists and has at least one Issue Type configured.
  • The item type, to which you want to create relations to, exists.

Creating a New Relationship

The first step is to configure a new relationship in the project.

  1. In the Setup menu, select Relationships.
  2. Right-click on the Relationships pane and select Add new relationship.


    The New relationship dialog will display.


  3. Enter a SID for the new relationship type. This cannot be changed after the relationship is created.
  4. Enter a Name for the relationship type. This can be changed at any time.
  5. Enter a Source name. Think of this name as the role the issue will play in the relationship. This can be changed at any time.
  6. Enter a Ref name. This is the designation of the other object (in this example, an item type) in the relationship. Again, this name should identify the role that the item will play in the relationship. This name will display under Relationships in the issue view. This can be changed at any time.
  7. Select a Ref multiplicity to indicate the number of object types (in this example, item types). Possible values are "List" (multiple) or "Single". Note that single relationships will be listed among the attributes of an issue. This cannot be changed after the relationship is created.
  8. Enter a Ref type by clicking on Select item type. The Select type dialog will display. The Ref type can be changed after the relationship type has been created by changing the item type to some other item type.
  9. Check Floating if you want the relationship to always point to the last version of the item. For example, if an item that has links to issues is released and a new version is created, all of its linked issues will move to the next version of the item. This can be changed at any time.
  10. Click OK to save the new relationship type.
  11. Repeat the above steps for each desired relationship type.


If you need to make changes or delete the configuration, Edit and Delete options are available if you right-click on the relationship.



Activating the Relationship Type

Once the relationship type is created, to be able to use it, you must include it in the configuration of the Issue Type(s) for which you want it to apply. When applied, a user will be then be able to choose this type of relationship link between an item and an issue of this type. 

  1. In the Setup menu, select Issue Types
  2. Select the issue type for which you want the new relationship to be available for use. The Issue Type's configuration will display to the right. 
  3. On the Definition tab, the Included Relationships section will display all available, defined relationships in the project. Right-click on the relationship type and select Include. You can change this at any time to Exclude.


The relationship type is now available when users link items of the type selected as Ref type in the relationship configuration. In the below example, a "Function requirement" item type has been copied and can be pasted to issues of type "Review Issue" as a generic Item Reference, a "Requested" type or an "Implemented" type.