You can create formats that traverse relationships from
the queried items.
About this task
There are two types of relationship formats: ones with pre-defined
relations (for example, CR- > Task- > Object) and others with arbitrary
relationships as shown in this topic.
Procedure
- On the Action Panel, click Queries.
- In the Select a Format section,
click New to define a new query format.
- In the Format tab, select one of
the following:
- Column Relationships - displays items on
a single line and child items on a single line, indented below the
parent item.
- Block Relationships - displays items in
a table and child items in indented nested tables.
The Add Blank feature is available only for Block Relationships.
- Optionally, in the Title field,
type a report title.
- Complete all applicable fields to specify the attributes
for the top-level CR.
- Next to the CRs tab, click +.
The Relationship Information dialog
box opens.
- In the Relationship field, select
a relationship from the list, and then click OK.
The relationships defined in the list box are obtained from
the lifecycle your system is using. You can show only one type of
relationship at each level. For example, you cannot add two task tabs.
Also,
when you select the Attachments relationship,
the + tab is removed. When the Attachments relationship
is deleted from the view then the + tab reappears.
- From the list of available attributes, select the attributes
to be shown.
- Click Add to move the attributes
to the Chosen Attributes column.
- In the Chosen Attributes column,
use Up and Down to set
the order of the attributes.
- In the Sorting section, define the
sort criteria.
- Optionally, select Recursive to
show the hierarchy of the same relationships.
The recursive
feature is available only on the tabs that have relationship of type
CR.
- Optionally, click Delete Relationship to
delete the relationship.
- Optionally, click Save As to save
the format.
- In the Name and Description fields,
type the format name and description.
Use a descriptive
name to identify it from the list of saved formats.
- Click OK.
- If you have already selected a query from the list in the Select
a Query field, you can run the query.
- Click Run.