Related Items can be added to any area in the application. Related Items can be added to provide a quick link to a different object.

In the example below, you can see two different Related Items.

To add a Related Item

Click on the + Add button in the Related Item box and select the type of item you want to add. You can see from the list there are a large number of objects that can be related items.

In this example we add an Initiative.

Click on Initiative in the drop-down list.

The Organization Tree will appear. Select the Organization in which the Initiative resides in the left-hand list and then the actual Initiative in the right-hand list.

We have selected the Initiative Marketing Plan. Click Add.

The Initiative will be added to the list of Related Items.

Note: When adding an Initiative, if you go to the Initiative you will see that the application has automatically created a ‘return’ related item as well.


Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment