{"id":48121,"date":"2019-08-28T01:54:06","date_gmt":"2019-08-28T08:54:06","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=48121"},"modified":"2019-08-28T02:08:07","modified_gmt":"2019-08-28T09:08:07","slug":"adding-traceability-link-using-quick-explorer","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/48121\/adding-traceability-link-using-quick-explorer\/","title":{"rendered":"Adding Traceability Link using Quick Explorer"},"content":{"rendered":"<h3><a id=\"post-48121-_Step_2._Indent\"><\/a><a id=\"post-48121-_1._Indent_records\"><\/a><a id=\"post-48121-_Step_2.1._Indenting\"><\/a>Overview<\/h3>\n<p>You can add traceability between records using <em>Quick Explorer<\/em>. This action can be performed in record&#8217;s detail editor and <em>OneView Document<\/em> editor.<\/p>\n<p>For information on <em>Quick Explorer<\/em>, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/48080\/using-quick-explorer\/\" target=\"_blank\" rel=\"noopener\">Using Quick Explorer<\/a><em>. <\/em><\/p>\n<p>In this article, you will learn how to add traceability links using <em>Quick Explorer<\/em>.<\/p>\n<h3>Who should read this?<\/h3>\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<h3>Prerequisites<\/h3>\n<p>You need permissions to add traceability links.<\/p>\n<h3><a id=\"post-48121-Step8\"><\/a>Step 1.1. In Traceability tab of a record, click Add Trace Link<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-48122\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/08\/word-image-112.png\" \/><\/p>\n<h3><a id=\"post-48121-Step12\"><\/a>Step 1.2. Open Quick Explorer and drag-and-drop record(s) with which you want to create traceability<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-48123\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/08\/word-image-113.png\" \/><\/p>\n<p>For opening <em>Quick Explorer<\/em>, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/48106\/how-to-open-quick-explorer\/\" target=\"_blank\" rel=\"noopener\">How to open Quick Explorer<\/a>.<\/p>\n<h3><a id=\"post-48121-Step13\"><\/a>Step 1.3. Traceability links between the records will be added based on the conditions as listed below:<\/h3>\n<h4>1.3.1. When either <em>Upstream <\/em>\/ <em>Downstream <\/em>traceability link is defined between the records<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-48124\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/08\/word-image-114.png\" \/><\/p>\n<h4>1.3.2. When both <em>Upstream <\/em>and <em>Downstream <\/em>traceability links are defined between the records<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-48125\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/08\/word-image-115.png\" \/><\/p>\n<p><img decoding=\"async\" class=\"wp-image-48126\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/08\/word-image-116.png\" \/><\/p>\n<h4>1.3.3. When no traceability link is defined between the records<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-48127\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/08\/word-image-117.png\" \/><\/p>\n<h3><a id=\"post-48121-Step15\"><\/a>Similarly, you can add traceability in OneView Document editor<\/h3>\n<h4>Drag-and-drop to a selected record which is NOT in edit mode will add traceability link(s)<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-48128\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/08\/word-image-118.png\" \/><\/p>\n<p><img decoding=\"async\" class=\"wp-image-48129\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/08\/word-image-119.png\" \/><\/p>\n<h4><strong>Drag-and-drop to a selected record which is in edit mode will embed record link(s)<\/strong><\/h4>\n<p><img decoding=\"async\" class=\"wp-image-48130\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/08\/word-image-120.png\" \/><\/p>\n<p><img decoding=\"async\" class=\"wp-image-48131\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/08\/word-image-121.png\" \/><\/p>\n<h3>Related Articles<\/h3>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/48112\/embedding-records-in-rich-text-editor-using-quick-explorer\/\" target=\"_blank\" rel=\"noopener\">Embed Records in Rich Text Editor using Quick Explorer<\/a><\/p>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/48080\/using-quick-explorer\/\" target=\"_blank\" rel=\"noopener\">Using Quick Explorer<\/a><\/p>\n<p>Revised: August 27th , 2019<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview You can add traceability between records using Quick Explorer. This action can be performed in record&#8217;s detail editor and OneView Document editor. For information on Quick Explorer, refer to the article Using Quick Explorer. In this article, you will learn how to add traceability links using Quick Explorer. Who should read this? TopTeam Users Prerequisites You need permissions to add traceability links. Step 1.1. In Traceability tab of a record, click Add Trace Link Step 1.2. Open Quick Explorer and drag-and-drop record(s) with which you want to create traceability For opening Quick Explorer, refer to the article How to <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[],"class_list":["post-48121","post","type-post","status-publish","format-standard","hentry","category-repository"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-cw9","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/48121","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\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=48121"}],"version-history":[{"count":7,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/48121\/revisions"}],"predecessor-version":[{"id":48142,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/48121\/revisions\/48142"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=48121"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=48121"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=48121"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}