Manage Linked Records - Precisely_EnterWorks - EnterWorks

Manage Linked Records - Precisely_EnterWorks - EnterWorks - 11.0

EnterWorks Guide

Product type

Software

Portfolio

Verify

Product family

EnterWorks

Product

Precisely EnterWorks

Precisely EnterWorks > EnterWorks

Version

11.0

Language

English

Product name

Precisely EnterWorks

Title

EnterWorks Guide

2024

First publish date

2007

Last updated

2025-01-07

Published on

2025-01-07T07:44:20.997000

To manage a record's links to other records:

Open the desired repository in a Repository View. To do so, open the Feature sidebar, select the desired folder, and select the desired repository.
Select the desired record and open it in the Detail Editor by clicking the Edit button in the Repository View's activity bar. Alternatively, open the record in the in the Inline Editor by clicking the Editor toggle on the right end of the Repository View's activity bar. For the purpose of this documentation, this is record is now referred to as the "active record".
Scroll to find the active record's attribute that defines the linked relationship. Note that a record may have more than one attribute that defines linked relationships. An attribute's linked records are listed in a Linked Record editor.

Each button on the Linked Record editor's activity bar is described below. The set of functions available to perform on Linked Records is based on system configuration and on the functions that apply to the particular type of link relationship. The names of the buttons are configurable, so they may be named differently on different system. Hovering over a button reveals its name.

Select one or more records, then select:

Add Link : Link the active record to an existing record in the linked repository.
Add New : Create a new record in the linked repository, link it to the active record, and open it in the Detail Editor.
Copy: Create a new item record based on an existing linked item record.
Delete: Delete one or more linked item records.

Warning: This button deletes both the link to the item record and the item record itself. Use the Remove Link button to remove only the link and keep the underlying child record.

Edit : Open the linked record in the Detail Editor.
Open in a New Window: Open the selected linked record in a Detail Editor window. This only works if only one record is selected.
Open Link Table in Window: Open the list of linked records in a Repository View window.
Open Link Table in Tab: Open the list of linked records in a separate Repository View tab.
Remove Link : Remove one or more record links. This disassociates the selected linked records from the active record.
Refresh : Reload the list of linked records displayed in the Links Editor.
If the links are to Digital Assets, an Upload icon will appear on the far right of the Linked Record editor. This allows the user to upload one or more Digital Asset files to the target repository, create a metadata record in DamMaster for each of the files, and link the metadata records to the active record.

The order in which linked records are displayed can be changed by clicking the column headers to sort on column values.

The List View controls in the bottom right of the Linked Record editor allow the user to view the linked records in the Grid View or the Card View.

At the bottom of the Link Editor are Number of Pages, Page Selector, and Number of Records Per Page controls.

Add a Record Link

To add a record link:

Open the desired record in the Detail Editor. For the purpose of this document, this record is now referred to as the "active record".
Scroll to find the active record's attribute that defines the link relationship. Note that a record may have more than one attribute that defines link relationships. An attribute's linked records will be listed in a Linked Record editor.
Click the Add Link button in the Link Editor's activity bar. The linked repository will be brought up in a Repository View. A green Add Link button will appear in the Repository View's activity bar.
If you are adding a link to an existing Digital Asset, the slider bar just below the Repository View's activity bar will increase or decrease the size of the image in the view screen. This does not actually change the image; it only displays the image larger or smaller.
Select the record to be linked to the active record and click the Add Link button. The record will be linked and will now be displayed in the active record's list of linked records.

Add New Linked Record

To create a new record and link it to an existing record:

Open the desired record in the Detail Editor. For the purpose of this document, this record is now referred to as the "active record".
Scroll to find the active record's attribute that defines the linked relationships to be edited. Note that a record may have more than one attribute that defines linked relationships. An attribute's linked records are listed in a Linked Record editor.
Click the Add New button on the Linked Record editor's activity bar.
A new record will be created in the linked repository, linked to the active record, and opened in a new Detail Editor. Note that any calculated field values will be generated when the linked record has been saved.

Edit a Record's Linked Record

If the linked record is a Digital Asset record, the data being edited is actually the metadata for the Digital Asset, not the Digital Asset itself.

To edit a record's linked record

Open the desired record in the Detail Editor. For the purpose of this document, this is record is now referred to as the "active record".
Scroll to find the active record's attribute that defines the linked relationship to be edited. Note that a record may have more than one attribute that defines linked relationships. An attribute's linked records are listed in a Linked Record editor.
To open the linked record in a new Detail Editor tab, select the linked record and click the Edit button. If you are editing multi-language attribute variants that aren't English, you must edit the linked record using this method.
To edit a single attribute value in the linked record, select the attribute value. A pop-up window will open that allows you to edit the linked record's value. If you select a multi-language attribute, you will only be able to edit the default-language (English) value.

Remove a Link to a Record

Removing a link to a record will not delete the linked record. It will only disassociate the record from the linked record.

To disassociate one or more linked records from a record:

Open the desired record in the Detail Editor. For the purpose of this document, this is record is now referred to as the "active record".
Scroll to find the active record's attribute that defines the linked relationship. Note that a record may have more than one attribute that defines linked relationships. An attribute's linked records are listed in a Linked Record editor.
Select one or more linked records to be disassociated from the active record.
Click the Remove Link button in the Linked Record editor's activity bar. The links will be removed from the active record. The now unlinked records are not deleted from the system.

Refresh Link

Linked Record editors do not refresh automatically as their content changes. To refresh the content of a Linked Record editor, select the Refresh button in the Linked Record editor's activity bar. The contents of the Linked Record editor will be updated.

Upload Digit Asset File and Add Link

By clicking the Upload icon on the far right of the Linked Record editor, a user can trigger EnterWorks to upload one or more Digital Asset files to the target repository, create a metadata record in DamMaster for each of the new files or update the metadata records for existing files, and link the metadata records to the active record.