How to configure Traceability Rules

Overview

With TopTeam, you can create Traceability Links between different record types. Note that before you perform this task, Traceability Linking Rules must be configured.

You must first define the Link Types and then configure the Traceability Rules to create links between different record types.

This article describes the procedure to define Link Types and configure record type Traceability Rules.

Who should read this?

  • TopTeam Users
  • TopTeam Administrators
Action Help link
Defining System Link Types You can define or modify Link Types to create links between record types. For more information on defining a Link Type, refer to the article How to create a custom Link Type.
Configure Record Type Traceability Rules Once the Link Types are defined, you can configure Traceability Rules to create links between record types. For more information on configuring Traceability Rules, refer to the article Configuring Traceability Schema/Rules for Record Types.

Revised: April 28th, 2020