Linking Files to Process Items

If process rules are enforced for a project, linking and pinning new file revisions to a process item is required. Otherwise, this step is optional, and you can select any change request, requirement, or task as a process item.

Linking and Pinning a File Revision to a Process Item

To link and pin a file revision to a process item, do the following

  1. Click the File tab.

  2. Select one or more files.

  3. Click File > Check In.

    The Check In dialog box opens

  4. Check Link and pin process item.

  5. Click Select.

    The Select Process Item dialog box opens.

  6. Select one of the following to limit the list of possible process items:

    List All Permitted Items Displays all items that can be used as process items. If process rules are not enforced, the list contains all change requests, requirements, and tasks.
    List All Permitted Items Assigned To Me Displays all the items for which you are responsible that can be used as process items.
    List Linked Items Lists the process items that are already linked to at least one of the files you are checking in. No process item appears on the list more than once, even if it is linked to several files. Also, when a process item is linked to more than one file, the dialog box displays the name of only one file. Despite this fact, the application will update or create links for every file being added.
  7. Select the Change Request, Requirement, Task, or Custom Component tab to restrict the list to a specific type of item.
  8. Select one item in the list to be the active process item and click OK.
  9. Optionally, in the Check In dialog box, check Mark Selected Item As Fixed/Finished/Complete if work on the process item is completed.

  10. Complete filling in the fields in the Check In dialog box and click OK.

Tip: If process rules are enforced, the use of some change requests, requirements, or tasks as process items may not be permitted because of their status. If you select such an item and click OK, the application notifies you of this fact. By double-clicking the item in the list box, you can display its properties and change it to a permitted status for a linked process item.

 

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Linking and Pinning a File Revision to the Active Process Item

To link and pin a file revision to the active process item, do the following:

  1. Click the File tab.

  2. Select one or more files.

  3. Click File > Check In.

    The Check In dialog box opens.

    If you have already specified a process item, it will appear by default in the Link and Pin Process Item field.

  4. Check Link and Pin Process Item.

  5. Optionally, in the Check In dialog box, check Mark Selected Item As Fixed/Finished/Complete if work on the process item is completed.

    Note: Selecting this option will change the value of the process item's status property to the Closed state specified on the Project Properties dialog box.

  6. Complete filling in the fields in the Check In dialog box and click OK.

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