Configuring Work Item Associations

Constraints

The preset default associations cannot be edited or deleted.

Prerequisites

You must have the permissions of the Tenant Administrator role. For details about how to assign the Tenant Administrator role to a user, see Creating a User Group and Assigning Permissions.

Creating a Work Item Association

1. Access the CodeArts Req homepage and click .
2. Choose All Account Settings.
3. Choose Work Item Management > Basic Settings > Work Item Associations. The preset work item associations are displayed.
4. Click Creating an Association Relationship.
5. On the displayed page, click in the upper part of the page to set the name of the new association.
6. Select the association type and configure the following information.

   The association type can be Directed or Undirected.

   • Directed

     Set the following information:

     1. Set the association name by entering The associated items to the related item and The related item to the associated items.
     2. Set the work item types for associated and associated-by items, as well as the number of work items for each direction.

        Select the work item types to be configured from the Work Item Types list and drag the work item type to the Related Items and Associated Items on the right.

        Set the number of work items in each direction. As shown in the following figure, the Related Items and Associated Items are in a one-to-many relationship, that is, one associated item can be associated with multiple associated-by items. Similarly, one associated-by item can be associated with multiple associated items.

        

     3. (Optional) If you need to set multiple relationships, click Add Relationship Group, and then set the work types of the associated items and associated-by items and the number of work items in each direction by referring to 6.b.
   • Undirected
     Set the following information:

     1. Set the association name.
     2. Set the work types and the number of work items in each direction.

        Select the work item types to be configured from the Work Item Types list and drag them to the Work Items area on the right. Then, set the number of work items in each direction.

        

     3. (Optional) If you need to set multiple relationships, click Add Relationship Group, and then set the work types and the number of work items in each direction by referring to 6.b.

7. Click Release to release the new work item association. Then, the release status of the association is RELEASE. You can use the work item association in the project where the work item is used.
   

   • Click Save to save the new work item association information. Then, the release status of the association is DRAFT. It can be used only after being released.
   • Click the reset template button to restore the association to the latest released version.
   You can perform the following operations on a new association.

   Table 1 Managing work item associations

   Operation	Description
   Edit work item association	Click to modify the work item association title, work item types, number of work items in each direction, as well as their relationship name.
   Delete work item association	Click . In the displayed dialog box, enter DELETE and click Delete.

Viewing Third-Party Associations

1. Access the CodeArts Req homepage and click .
2. Choose All Account Settings.
3. Choose Work Item Management > Basic Settings > Work Item Associations.
4. Click Third-party relationships to view the Name, Work Item Interface Description, Associate Issuetypes, and Creation Time of third-party associations.