Related Records

Related records let you link Submittals, RFIs, Issues, and Forms to each other in Viewpoint Team™.

You must be the responsible party on a submittal, RFI, issue, or Form to create a related record. By default, the related records uses the same subject and/or question of the original record.

Once you create a related record, it is linked to that record. You can see the related records on the first record, and open each one. These related-records links allow you to navigate between the related items with a single click.

You can remove the relationship between records to unlink them. From the details page for a work item, simply click the x icon to the right of the related record. Both records remain in Viewpoint Team™, but you will no longer be able to navigate between them.