Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item
Background
Correspondence items and RFIs often lead to other correspondences. Sometimes users want to link the origin (source) item to the resulting item for anyone who wants more information about why the resulting item was created. The Link Existing Origin Item / Manage Origin Links action on correspondence items enables users to quickly name, edit, or remove the correspondence item or RFI that was the source or reason for the current correspondence item. The linked relationship shows up in the Links section of both the origin item and the resulting item.
Things to Consider
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Required User Permissions:
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For the Correspondence Tool (The item you are updating):
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'Admin' level permissions on the item's correspondence type.
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'Standard' level permissions on the item's correspondence type.
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'Read Only' level permissions on the item's correspondence type and the 'Edit Open Items They Created' granular permission enabled on your permission template.
Note: 'Read Only' users can only link items they created.
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For the Origin Item (The item you are linking to):
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If linking an RFI: You must have at least 'Read Only' level permissions on the Project level RFIs tool and sufficient permissions to view the specific RFI. To learn more, see What user roles can view which types of RFIs?
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If linking another Correspondence item: You must have at least 'Read Only' level permissions on that specific correspondence type.
Note: If the item is marked as 'Private', you will also need the 'View Private Items Accessible to Users within Same Company' granular permission enabled on your permission template.
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For instructions on creating and linking a new correspondence item, RFI, or change event, see Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item.
Steps
Link an origin item
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Navigate to the project's Correspondence tool.
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Click the List tab.
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Click the Number next to the correspondence item that you want to link an origin correspondence item or RFI to.
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Click the drop-down menu. Select Link Existing Origin Item.
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Select up to one origin correspondence item and one RFI item.
Note: You can remove or update the links you created if you have Edit access. -
Click Save.
Note: This also applies if you are the creator. As a Read Only user, you can still edit any items you created.
Unlink or swap an existing origin item
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Navigate to the project's Correspondence tool.
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Click the List tab.
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Click the Number next to the correspondence item that you want to link an origin correspondence item or RFI to.
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Click the drop-down menu. Select Manage Origin Links.
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In the Manage Origin Item Links modal, click the X next to the item you want to unlink, or select another item to link.
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Click Save on the modal to confirm your changes.
Note: The confirmation dialog reflects the action you are taking. It will state whether items are being linked, unlinked, or both.