Working with Related and Referring Items

This section describes how to work with related and referring items from your desktop:

What are related and referring items?

Related items are the items that have been added to the item you're viewing. They can include Conversations, Social Objects, people's walls, group walls, and other collections.

Referring items are the items that the item you're viewing has been added to. They can include Social Objects and collections.

How do I view an item's related items?

  1. Open the collection or Social Object. For more information see How do I open an item?
  2. In the Detail window, if the tab isn't already open, click the Related Items tab to show the list of items that has been added to the item you're viewing.

How do I view an item's referring items?

  1. Open the item. For more information see How do I open an item?
  2. In the Detail window, click the Referring Items tab to show the list of items that the item you're viewing has been added to.

How do I add an existing item as a related or referring item?

  1. Open the item to which you want to add the related or referring item. For more information see How do I open an item?
  2. Click the appropriate tab (Related Items or Referring Items) tab, then click Add Existing icon.

    Note: Referring items are available only for collections and Social Objects.

  3. In the dialog, select a source:
    • Recent—Select from a list of items you have recently interacted with.

    • Favorites—Select from the items you have marked as a favorite.

    • Search Results—Enter a search term in the Search field at the top of the dialog; results appear on the Search Results tab.

  4. Select the desired related or referring item.

How do I add a new item as a related or referring item?

  1. Open the item to which you want to add the related or referring item. For more information see How do I open an item?
  2. Click the appropriate tab (Related Items or Referring Items) tab, click Add New icon, then select the type of item you want to create.

    Note: Referring items are available only for collections and Social Objects.

  3. In the dialog, enter a name, set the visibility, and add members.