Related items

This topic explains the concepts of related items and dependencies, and describes how to create them.

Related items

Related items are items that have a defined connection between them. The Relations tab of an item allows you to define connections between the item and any other workspace item. Some relations are created automatically, such as the links between a test and its runs, or a test and defects detected during its run.

There are several types of relationships that can exist between items: covering tests, trace to/from, parent, covering requirement document, upstream/downstream dependency.

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Create a relationship

Some relationships are created automatically. For example, when you create a test for a feature, a Covering Test relationship is formed between the test and its feature.

You can also manually add relationships between items.

To create a relationship:

  1. On an item's Relations tab, click the Add Relation button .
  2. Click the item type, and then select the item to which you want to relate. If necessary, you can select multiple items.
  3. Click Add. The relationship between the items is created.

To manage an item's relationships:

  1. Open an item's details view.
  2. Select the Relations tab.
  3. Use the Add and Remove buttons to manually add or remove related items.

You can view relations in the Chart layout or in the Viewer layout. The chart layout is the default view for the Relations tab. Once opened, the Relations tab saves the last view type per user, per entity.

Relations can be added and deleted in the chart layout or viewer layout.

Layout Details
Chart

The following describes the chart behaviors:

  • All the entity cards related to your item are organized according to relation type. The relation explanation displays between the entity types.
  • To view different parts of the chart, you can click and drag, and zoom in or out. Double-click the white space of the chart to return to the default zoom level.
  • The number of items is displayed below each entity type at the bottom of the card. Click the number to view those items in the viewer grid.
  • For single-relation cards, click the ellipsis that appears on the card to add or remove links.
Viewer

The following describes the viewer behaviors:

  • Related items are listed and filtered according to the type you were viewing in the chart.
  • When there are 100+ items, an ellipsis appears and the actual number is displayed in a tooltip.

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Create a dependency

Dependencies are items related by the Upstream dependency and Downstream dependency relationships. Dependency relationships determine the order in which activities must be performed. The activities of an upstream dependency must be performed before the activities of a downstream dependency.

You can create dependencies between features, user stories, quality stories, and defects.

To create a dependency:

  1. Open the Relations tab in the downstream item.
  2. Click Add Relation > Upstream Dependency.
  3. In the dialog box, select one or more items on which the downstream item is dependent.

After the first dependency is defined, you can add more dependencies from the dependencies map.

Manage dependencies

An item's dependencies are displayed in a dedicated dependencies map, and in the item's Relations tab.

To view the dependencies map, open an item's Details tab and click the View Dependencies button in the toolbar. If the button is not displayed, the item does not have any upstream or downstream dependencies.

In the feature Planning Board, dependent features are marked Dependencies exist . For details, see Planning Board feature dependencies.

In grid view or slim grid view, you can add dependency fields to the grid using Choose columns. For details, see Grids and views.

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See also: