Creating formats to show attribute relations

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

  1. On the Action Panel, click Queries.
  2. In the Select a Format section, click New to define a new query format.
  3. 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.

  4. Optionally, in the Title field, type a report title.
  5. Complete all applicable fields to specify the attributes for the top-level CR.
  6. Next to the CRs tab, click +.

    The Relationship Information dialog box opens.

  7. 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.

  8. From the list of available attributes, select the attributes to be shown.
  9. Click Add to move the attributes to the Chosen Attributes column.
  10. In the Chosen Attributes column, use Up and Down to set the order of the attributes.
  11. In the Sorting section, define the sort criteria.
  12. 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.

  13. Optionally, click Delete Relationship to delete the relationship.
  14. Optionally, click Save As to save the format.
  15. 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.

  16. Click OK.
  17. If you have already selected a query from the list in the Select a Query field, you can run the query.
  18. Click Run.

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