Linking (Relating) Existing Items

You can link existing items in two ways:

Using the Actions menu
Using the Actions tab in the Item Details window of an item.

Note: When linking one existing item to another existing item, you can create the link to existing items in any workspace to which you have access. In contrast, when linking an existing item to a new item, you must create the new item in the same workspace as the existing item. For more information, see Creating a Related Item Link to a New Item.

TO LINK one existing ITEM TO Another EXISTING ITEM:

Open the Item Details window for the first item you want to link.
In the Item Details window, click the Actions tab and choose Relate to Existing Item from the Actions list.
The window closes and a message displays instructing you to navigate to the item to which you want to link.
Open the Item Details window for the second item.
A message displays with instructions for completing the related items link.
Click Complete Link to link this item with the original item, or Cancel to cancel the linking.
If you click Complete Link, the Item Details window for the second item closes, and you are returned to the Related Items tab of the Item Details window for the original item.