Relationships in Items and Documents

In an item or a document, you can add related objects for the item you are working on.

When you set a relationship from one business object to another (or manufacturer part or change order), the association is established in both objects; that is, both objects display the name of the other, related object as a live link. Click the link to open the related object in its own dynamic tab.

There is no differentiation or hierarchy to relationships.

Use the Add icon + or Actions > Add; the Add Relationships dialog appears. You will only see objects for which you have privileges. You can click the Refine button to bring the familiar fields for Advanced or Basic searches. The Search list provides available types of objects that can be searched; the default is Items.

Some details about each item returned on the search appear on mouse hover-over, including the item's Name, Revision, and Lifecycle Phase. Only the latest revision of any item is returned on the search.

If you select an associated object, the Delete icon X and Actions > Delete are enabled.

Relationships with Business Objects in Other Applications

The administrator may have set up object types from other compatible applications on your system. These external object types may be listed on the Relationships Search list. For instance, if there are Oracle Cloud Innovation Management applications configured on your system, object types such as Concepts, Requirements, and Ideas are available for your search.

Product Development items are specifically available for relationships with Innovation Management business objects. If a relationship is established between a requirements specification or requirement and an item, and the requirement is modified in any way, the relationship link to the requirement in the item is then tagged with an indicator with the label Has changed. (The indicator or icon displays this tool tip.)

A relationship may also be established to an object in another, external application. However, you may find your privileges to modify such an object are more constrained than objects from Product Development. See your administrator.

CAD for Cloud Integration

The CAD for Cloud integration enables functional users in the CAD development process to coordinate and relate designs in Agile PLM to items in Product Development. You can relate a design in Agile PLM to an item in Product Development with the Publish Workbench tool on the Affected Files tab of a design file change order. You can also remove the relationship. Once a design object is successfully related to a Product Development item, the relationship between the two objects is included on the Relationships tab of the design in Agile PLM. It also appears on the item's Relationships table in Product Development.