{"id":2022,"date":"2011-09-15T19:42:27","date_gmt":"2011-09-16T02:42:27","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/2022\/configuring-traceability-schemarules-for-record-types\/"},"modified":"2018-12-19T01:53:02","modified_gmt":"2018-12-19T09:53:02","slug":"configuring-traceability-schemarules-for-record-types","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/2022\/configuring-traceability-schemarules-for-record-types\/","title":{"rendered":"Configuring Traceability Schema\/Rules for Record Types"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p>In <i>TopTeam<\/i> repository, you can define custom <i>Traceability Rules<\/i> that specify which Record Types &#8220;Traces Into&#8221; other Record Types. This functionality allows you to create <i>Custom Traceability Schema\/Rules <\/i>that meet the specific needs of your project or organization.<\/p>\n<p>Once the rules are defined, a <i>TopTeam<\/i> user can only create Trace Links which are compliant with these rules.<\/p>\n<p>This article describes the procedure for configuring <i>Traceability Schema\/Rules<\/i> for Record Types.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>You must login as a user with <i>System Administrator<\/i> permissions.<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">An example of a Traceability Schema<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid33009-media_1438669941290-1.png\" width=\"644\" height=\"296\" alt=\"wpid33009-media_1438669941290-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>You can create a similar custom schema for your organization.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Navigate to the Administration screen and click Configure System Record Types<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid33002-media_1294790880449-1.png\" width=\"800\" height=\"389\" alt=\"wpid33002-media_1294790880449-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Click Configure Record Type Traceability Rules<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid33003-media_1294790917998-1.png\" width=\"774\" height=\"358\" alt=\"wpid33003-media_1294790917998-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Select a Record Type in the editor<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid33005-media_1316137968498-1.png\" width=\"800\" height=\"448\" alt=\"wpid33005-media_1316137968498-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4. Defining Traceability Rules<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid33006-media_1316137968498_1-1.png\" width=\"800\" height=\"425\" alt=\"wpid33006-media_1316137968498_1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5. E.g. Add Forward Traceability Rule for a Record Type<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid33004-media_1294791117163-1.png\" width=\"416\" height=\"524\" alt=\"wpid33004-media_1294791117163-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 6. New Trace Linking Rules appear in the editor<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid33007-media_1294791160214-1.png\" width=\"800\" height=\"425\" alt=\"wpid33007-media_1294791160214-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 7. Deleting Traceability Rules<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid33008-media_1389606864748-1.png\" width=\"800\" height=\"428\" alt=\"wpid33008-media_1389606864748-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>When a <i>Linking Rule<\/i> is selected for deletion, a confirmation screen will display. Click <i><strong>Yes<\/strong><\/i> to confirm the deletion.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/30687\/how-to-create-a-custom-link-type\/\" target=\"_blank\">How to create a custom Link Type<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/2928\/video-getting-started-with-trace-schema\/\" target=\"_blank\">Video &ndash; Configuring Traceability Rules\/Schema<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: May 3rd, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview In TopTeam repository, you can define custom Traceability Rules that specify which Record Types &#8220;Traces Into&#8221; other Record Types. This functionality allows you to create Custom Traceability Schema\/Rules that meet the specific needs of your project or organization. Once the rules are defined, a TopTeam user can only create Trace Links which are compliant with these rules. This article describes the procedure for configuring Traceability Schema\/Rules for Record Types. Who should read this? TopTeam Administrators Prerequisites You must login as a user with System Administrator permissions. An example of a Traceability Schema You can create a similar custom schema <\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34],"tags":[29,287],"class_list":["post-2022","post","type-post","status-publish","format-standard","hentry","category-traceability","tag-record-type","tag-traceability"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-wC","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/2022","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=2022"}],"version-history":[{"count":15,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/2022\/revisions"}],"predecessor-version":[{"id":46611,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/2022\/revisions\/46611"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=2022"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=2022"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=2022"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}