{"id":5415,"date":"2013-10-21T06:17:58","date_gmt":"2013-10-21T13:17:58","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=5415"},"modified":"2020-04-28T23:04:14","modified_gmt":"2020-04-29T06:04:14","slug":"how-to-link-records-from-other-project-using-traceability-tab-of-detail-editor","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/5415\/how-to-link-records-from-other-project-using-traceability-tab-of-detail-editor\/","title":{"rendered":"How to link records from other Project using Traceability tab of detail editor"},"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>You can create a directional link between records of different projects.<\/p>\n<p>This article describes the procedure to link records from other project using <i>Traceability <\/i>tab of a record&#8217;s detail editor.<\/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 Users<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Open a record in its detail editor for a Project<\/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\/2020\/04\/media_1588078397285.png\" width=\"731\" height=\"561\" alt=\"media_1588078397285.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Record opens in ribbon toolbar view. Select a Trace Link 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\/2020\/04\/wpid18493-media_1381839438963-1.png\" width=\"776\" height=\"581\" alt=\"wpid18493-media_1381839438963-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">The Add Trace Links window opens<\/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\/2020\/04\/wpid18495-media_1381839554839-1.png\" width=\"800\" height=\"434\" alt=\"wpid18495-media_1381839554839-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Select the Project and Record Type of record which you want to link <\/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\/2020\/04\/wpid18496-media_1381839584583-1.png\" width=\"800\" height=\"437\" alt=\"wpid18496-media_1381839584583-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4. Drag-and-drop the record to be linked into the selected Project<\/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\/2020\/04\/wpid18498-media_1381839654327-1.png\" width=\"800\" height=\"436\" alt=\"wpid18498-media_1381839654327-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">The record is now linked to a record from a different Project<\/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\/2020\/04\/wpid18499-media_1381839677664-1.png\" width=\"777\" height=\"582\" alt=\"wpid18499-media_1381839677664-1.png\" \/>\n<\/div>\n<\/p><\/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\/5387\/how-to-view-end-to-end-traceability\/\" target=\"_blank\">How to view end-to-end traceability<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/22038\/how-topteam-enforces-traceability-rules-and-prevents-circular-references\/\" target=\"_blank\">How TopTeam enforces traceability rules and prevents circular references<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: April 29th, 2020<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview You can create a directional link between records of different projects. This article describes the procedure to link records from other project using Traceability tab of a record&#8217;s detail editor. Who should read this? TopTeam Users Step 1. Open a record in its detail editor for a Project Step 2. Record opens in ribbon toolbar view. Select a Trace Link Type The Add Trace Links window opens Step 3. Select the Project and Record Type of record which you want to link Step 4. Drag-and-drop the record to be linked into the selected Project The record is now linked <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34],"tags":[287],"class_list":["post-5415","post","type-post","status-publish","format-standard","hentry","category-traceability","tag-traceability"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-1pl","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/5415","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=5415"}],"version-history":[{"count":15,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/5415\/revisions"}],"predecessor-version":[{"id":50317,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/5415\/revisions\/50317"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=5415"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=5415"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=5415"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}