Related item links

You can add links to the objects (tasks, documents, meetings, polls, etc.) that are related to the object you are currently viewing. You can add links to new collaboration objects, existing collaboration objects, as well as links to other objects outside of the collaboration object store (such as external web sites or documents checked into other object stores).

See also Adding related items.

What do you want to do?

When you click on a related link, TCM opens the object in the appropriate detail view. If the object is in a different teamspace, a new browser window opens automatically so that you can navigate in the previous teamspace as well as the new one. You can link to an object in a deactivated teamspace, but you will not be able to modify that object.

If you are not seeing the results you expect, see Troubleshooting related items.

Adding links to related items

You can add links to other objects from the detail view of most teamspace objects. When you add a link to another teamspace object (meeting, poll, document, etc.) you are defining a relationship between those two objects.

When you link from a teamspace object to another object that is outside the teamspace (such as a document that has been checked in to the object store) then only one link is created. Collaboration users will see the link to the document from the task, meeting or poll, but Workplace users will not have a link into the teamspace.

Create a new collaboration object and link it to the object you are currently viewing

  1. From within the teamspace, select the object you want to add a link to, so that it displays in the detail view.
  2. In the related items area, select add then select the action that corresponds to the object you want to link to. For example, choose new task from the list to create a new task and create a link to it.
  3. Create the new object (poll, meeting, task, etc.), just as you would if you were creating the object without linking to it. Click ok when you are done.

The new object appears in the list of related items.

In general, you cannot add a link to a new collaboration object of the same type as the object you are working with directly from the related items commands. For example, if you are looking at a task, you cannot add a new task as a related item directly. You can, however, add one task to the clipboard, then add it as a related item to another task (see the following section).

Link the item that you are viewing to another item using the clipboard

In some circumstances you cannot link an object to a new object of the same type. (For example, if you are viewing a task, you cannot add a new task as a related link.) You can use the following procedure to place one object in the clipboard and then add the link to it.

  1. Navigate to the object you want to link to, or use Search to locate it. Search may return objects that are not filed in the teamspace.
  2. Select the object you want to add a link to so that it displays in the detail view.
  3. Select the copy to clipboard action to place the current object (task, poll, discussion, or other collaboration object) into the related links clipboard.
  4. Navigate back to the object you were working with (that is, to the object you want to add the related link to). Use the tabs to select the type of object, then select the object to display it in the detail view.
  5. In the related items area, select add then select related item from the list.
  6. Select the item you copied to the clipboard from the list. Click ok. The object appears in the related items list.

Link a collaboration object to an external object

  1. From within the teamspace, select the object you want to add a link to, so that it displays in the detail view.
  2. Select add then select related item from the list.
  3. Select the External URL tab from the dialog screen.
  4. Enter the URL to the object that you want to add, then click ok. (Preface URLs with http://.) The object appears in the list of related items.

Remove a related item from the list

  1. From within the teamspace, select the object with the link that you want to delete so that it displays in the detail view.
  2. Select remove then select remove related items from the displayed list.
  3. Use the Remove related items dialog screen to delete the links to any objects that you no longer want to appear in the list. Click ok.

Troubleshooting related items

Related items may or may not be in the same teamspace as the one you are currently working in. Additionally, some documents may be stored outside of the collaboration object store entirely. For this reason, you may occasionally encounter a link to an object that you do not have permission to see. When this happens, the link may appear to be broken. Contact the teamspace administrator or the administrator for the object store if you need to modify your access rights.