Quickly create dependencies, associations or add attachments

Use the context menu available in planning folder List View to quickly choose a "parent" or "child", remove a "parent", add associations, add attachments or clone artifacts.

In the planning folder List View, you can see a down arrow icon next to the artifact ID (as shown in the following screenshot) when you move your mouse over artifact rows.

Down arrow icon

A context-sensitive menu pops up on clicking the down arrow icon.

Context menu if an artifact has a parent

Context menu if an artifact has no parent

To quickly choose a parent or child, add associations and attachments, or remove a parent:

1. Select a planning folder on the List Trackers, Planning Folders and Teams page. The planning folder List Artifacts page appears.
2. Move your mouse over an artifact's ID. A down arrow icon appears.
3. Click the down arrow icon to see the context menu. Depending on the context, you can do one of the following tasks.

Choose a child

4. Click Choose Child from the context menu. The Selecting Children... window appears.
5. Select the Enter Artifact ID option and type an artifact ID. This artifact becomes the child.
   Tip: You can also select the Add from Recently Edited option and choose a child from the list of recently edited artifacts.
6. Click Next.
7. You may add a comment in the DEPENDENCY COMMENT text box.
8. Click Finish.
   Note: You may also click Finish and Add Another to continue adding more children for the same artifact.

Choose a parent

9. Click Choose Parent from the context menu. The Selecting Parent... window appears.
10. Select the Enter Artifact ID option and type an artifact ID. This artifact becomes the parent.
    Tip: You can also select the Add from Recently Edited option and select a parent from the list of recently edited artifacts.
11. Click Next.
12. You may add a comment in the DEPENDENCY COMMENT text box.
13. Click Finish.

Remove a parent

14. Click Remove Parent from the context menu. A confirmation message appears: Do you want to remove the dependency?.
15. Click OK.

Add associations

16. Click Add Association from the context menu. The Add Association Wizard appears.
17. Select the Enter Item ID option and type an artifact ID for creating an association.
    Tip: You can select the Add from Recently Edited option and select an artifact from the list of recently edited artifacts.
18. Click Next.
19. You may add a comment in the Association Comment text box.
20. Click Finish.
    Note: You may also click Finish and Add Another to continue associating more artifacts.

Add attachments

21. Click Add Attachments from the context menu. The Add Attachments window appears.
22. Type a comment for the attachments in the COMMENT TEXT box.
23. Click Choose File.
24. Browse and select the file you want to attach.
25. Click the Attach another file link to add more attachments. Repeat this step for adding more attachments.
26. Click Add to attach the selected files to the artifact.

Clone an artifact

27. Click Clone from the context menu. The Clone Artifact window appears.
28. Provide a name and description for cloning the artifact.
29. Click Clone to clone the artifact.