The Related tab of the Properties pane is displayed when an action requires the configuration of related documents. The Related tab allows you to configure how related documents are defined.
Select one of the following options to determine how the related item is found for this action:
|
Option |
Description |
|---|---|
|
Portfolio Type |
Select this option to use a portfolio type to identify related items and select the appropriate portfolio type from the drop-down list. |
|
Portfolio Relation |
Select this option to use a portfolio relation to identify related items and select the appropriate portfolio relation from the drop-down list. |
|
Ad Hoc Portfolio Relation |
Click Configure under this option to create a portfolio relation that is specific to this action. This portfolio relation cannot be assigned to portfolio types or reused in another action or rule. The content types available are specific to the item types the action can execute on. For more information about configuring portfolio relations, see the Studio documentation. |
Option: Lock Related Item
When selected, the related item that the action is being performed on will be locked by Workflow and other users will not be able to modify the related item when the action is being executed.