Each item or portfolio only has one home portfolio from which the item or portfolio inherits its security settings. Items and portfolios can be included in other parent portfolios.
The Item's Parents field can be displayed in the following modes:
- Home Portfolio (default) - allows you to select a single portfolio as the home portfolio of the item.
Note: You must have a Home Portfolio field for a new item.
- All Portfolios - allows you to select a single portfolio as the home portfolio and also display an editable list of all other parent. This mode should be when it is important to review the item's portfolio relationships in the system, such as in administrative or item reviews.
For more information on Item's Parents fields, refer to Entering Data in an Item's Parents Field in Working with Forms.
To insert an Item Parent field:
- Follow the general steps described in Inserting a Component.
- Select Item Parent from the Component drop-down list. Home Portfolio is the default mode. The label `Home Portfolio' is automatically entered in the Label cell, and `1' is automatically entered in the Height cell. A check is automatically entered in the * cell to indicate that the field is required.
- To change the default mode, select the item parent row and click Edit. The Item's Parents dialog box is displayed.
- Choose one of the following options:
- Home Portfolio - the default is Home Portfolio, showing a single field where one portfolio can be selected.
- Other Portfolios - choose this option if you want to display a list of the all the other portfolios containing the item. The default label for this field is `Other Portfolios'. You may change the default label. The label appears next to the "Other Portfolios" field.
- Click OK to exit the dialog box.
- For All Portfolios mode, double-click the Height cell to adjust the height of the Item's Parents field. If the height is too short to show all the portfolios in the list, a scroll bar will be shown.