Link Work Items across projects using Quick-link

To create Work Items with links to Work Items from another Polarion project, add the Project ID from the other Polarion project to the front of each Work Item in their respective Excel cells. (ProjectId/WorkitemId).

Use Quick-link

You can quickly link a selected item in the table to one or more other items in the table using the Quick-link feature. You can invoke it from the Quick-link icon on the row of the Work Item you want to link. The target item or items must also appear in the table. You might need to modify the search query to retrieve all the items to be linked.

  1. Select an item in the Work Items table and click on the item's row. The Link Detail dialog box appears.

  2. In the Link Detail dialog box, select the link role for the link you are creating. This describes the relationship of the source item to the target item(s) (Relates to or Depends on, for example).

  3. If you want to link to multiple other Work Items, hold Ctrl (Windows) or Command (Mac and others).

  4. In the table, locate the first Work Item you are linking to, and click the left of it. If you are linking to multiple items, scroll the table as necessary to locate each target item and click on it, continuing to hold down Ctrl or Command during the operation. The Link Detail dialog box updates with each link added.

  5. You can save the links in two ways:

    • To save a single link just click in the Link Detail dialog box.

    • If linking to multiple items, click in the Link Detail dialog box then

    (Links are not saved in the repository or the Work Item history until you save.)

The icon for items selected to be links is bold.

Link detail panel.

Save and link selected items.

Tip:

After initiating a link, if you then create a new Work Item, the new item will be linked to the first with the role selected in the link detail panel when you save the new Work Item.

If you make a mistake selecting a target item, you can click X in the link detail panel, confirm the cancel changes, and begin the linking process again.

You can open source Work Items in one browser tab/window and target Work Items in a different tab/window. Start the link with an item in the first, and finish by clicking link icons of one or more items in the second tab/window. The tabs/windows can contain either a Document or the Work Items Table.

The Quick Link icon for initiating a link is also available in the Work Item detail, to the left of the Work Item's title.

Repository revision links

For information on linking Work Items to repository revisions, please see: Linking a Resolved Item to a Repository Revision.

Tip:

You can use Work Item Actions to create individual linked Work Items.