Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item
Objective
To link an origin correspondence item or origin RFI to an existing correspondence item.
Background
Correspondence items and RFIs often lead to other correspondences. Sometimes users want to link the origin (source) item to the resulting item for anyone who wants more information about why the resulting item was created. The 'Link Existing Origin Item' action on correspondence items enables users to quickly name the correspondence item or RFI that was the source or reason for the current correspondence item. The linked relationship shows up in the 'Links' section of both the origin item and the resulting item.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions on the item's correspondence type with the 'Edit Item' granular permission enabled on your permissions template.
- For instructions on creating and linking a new correspondence item, RFI, or change event, see Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item.
Steps
- Navigate to the project's Correspondence tool.
- Click the List tab.
- Click the Number next to the correspondence item that you want to link an origin RFI to.
- Click the Link drop-down menu and click Link Existing Origin Item.
- Select up to one origin correspondence item and one RFI item.
Note: You can remove or update the links you created if you have Edit access. - Click Link.
Note: To remove or update the existing linked items, you need 'Read Only' level permissions on the item's correspondence type and the 'Edit Item' granular permission enabled on your permissions template. - Optional: To view or access the linked items, see the Links section of the correspondence item. The 'Links' section of the origin item(s) will also link to this correspondence item.