Associate a tracker artifact with a document, task, integrated application object, or forum

When a tracker artifact is related to other TeamForge items, such as tasks, documents, integrated application objects, or discussions, you can connect the tracker artifact to the other item by creating an association.

Creating associations between items helps you to define relationships, track dependencies, and enforce work flow rules.
  1. Click TRACKERS from the Project Home menu.
  2. On the list of project trackers, find the tracker artifact with which you want to create an association. Use the filter if needed.
  3. Click the artifact title.
  4. On the View Artifact page, click the Associations tab. The list of existing associations appears.
  5. Click Add.
  6. In the Add Association Wizard window, select the items with which you want to associate the artifact:
    • ENTER ITEM ID - If you know the item's ID, you can enter it directly.
      • To associate an object in an integrated application from within TeamForge, use the [<prefix_objectid>] format. Successful associations appear hyperlinked.
      • Each integrated application displays its prefix on moving the mouse over the application name in the tool bar.
    • ADD FROM RECENTLY VIEWED - Select one of the last ten items you looked at during this session.
    • ADD FROM RECENTLY EDITED - Select one of the last ten items you changed.
  7. Click Next.
  8. You may add a comment in the ASSOCIATION COMMENT text box.
  9. Save your work.
    • Click Finish and Add Another to add additional associations.
    • Click Finish to return to the Details page.
  10. Click the Associations tab to view a graphical representation of all the associated items. Through the Association Viewer, you can choose to view associations in the form of a list or flip over to the Trace view to explore the layers of associations (including parent/child dependencies) laid out in a timeline. You can scroll across the Trace view by dragging the mouse over the association layer or use the 'Previous' and 'Next' arrows to view all the objects as events in a timeline.

    While the Associations tab shows the count of the total number of associations, you can only view the most recent 500 associations when you click the Associations tab in case the artifact has more than 500 associations. You can, however, browse through the Association Viewer to view older associations.

Note: To remind yourself of the details of the association later, look in the Change Log tab of the associated View Artifact page.