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nborrerojr.1-Visitor
1-Visitor
December 10, 2014
Solved

Add items to Create Related Item

  • December 10, 2014
  • 1 reply
  • 3570 views

What determines what item or document types are available to the "Create Related Item" button? For example, with Test Objective you can create a related ALM_Test Objective when you click the little chain link button. How would you add or remove something from this? I created a new relationship between a Test Objective and another item type but the only button that is enabled for that relationship is the Add button which asks for the ID of an existing item.

    Best answer by JoeBartlett

    Unfortunately creating a Document item from the Create Related... button is not yet possible. A product enhancement request (RFC) exists for this functionality so please open a case and request to have your organization attached. Details of the request can be found in this article.

    1 reply

    K
    KaelLizak16-Pearl
    16-Pearl
    December 10, 2014

    Hello Nolin,

    If you configured the relationship to allow for that relationship between a Test Objective and the other type, then that should show up on that relationship field when editing the Test Objective, provided the user ID you are using is able to create/edit the other type.

    Reasons you might not be able to create the other type include:

    • The user ID does not have permission to transition from the Unspecified to the initial state
    • The user ID does not have permission to view a field with is mandatory on the initial state, especially if it is the backwards relationship from the other type to the Test Objective
    • The user ID does not have permission to view the related type
    • The relationship actually does not support any other type being related to the Test Objective
    • The backwards relationship is not visible on the related type

    These are all simple "gotchas" that come up often, even with experienced administrators. I suspect this list is not comprehensive, but should get you most of the way towards figuring this out.

    Regards,

    Kael

    N
    nborrerojr.1-VisitorAuthor
    1-Visitor
    December 11, 2014

    I am able to create the related item separately and then go back and add it as a related item. I am still unable to create a related item directly from the parent. I believe I've checked everything you have mentioned and they are all complete. Any idea what else could be preventing this?

    Thanks,

    Nolin

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