Add workspace relationships

You can create relationships between workspaces to link items across your Fusion Manage site. These relationships allow users to connect items from one workspace to items in another through tabs such as Bill of Materials (BOM), Relationships, Managed/Affected Items, and Project Management.

Once a relationship is set up, users can select items from a related workspace when adding entries in these tabs.

Create new relationship

From the main menu, go to Administration > Workspace Manager.
Click the workspace you want to add a relationship to.
Click Workspace relationships.

The Workspace relationships page opens.
Click Add New Relationship.
In the first drop-down list, select the tab you want to link from.
In the second drop-down list, select the workspace you want to link to.
(Optional) Check Restrict “Relationship Tab” options to latest version.
(Optional) Check Allow adding only items the user has permission to view.
Click Save.

Note: If you’re a Fusion user, adding workspace relationships isn’t available in the Components or Drawings workspaces for the BOM, Managed Items, and Project Management tabs. Learn more about system workspaces.

Revision-controlled items and relationships

When you add a relationship to a revision-controlled workspace, items added to the Relationships tab are pinned to the specific version of the revision-controlled item. The Related Attachment section (within the Attachments tab) displays content based on that version.

Example

Item A [REV:W] has a relationship to Item C [REV:A]:

A bidirectional relationship appears in the Relationships tab for both items.
Item A [REV:W]’s Related Attachments tab will display contents from Item C [REV:A]’s Attachments tab.
When Item C [REV:A] is revised to Item C [REV:B], revision A becomes superseded as Item C [REV:sA].

If Restrict ‘Relationship Tab’ options to latest version is unchecked when Item C is revised:

Item A remains linked to the superseded version of Item C [REV:sA].
A unilateral relationship exists from Item C [REV:B] to Item A.
A unilateral relationship exists from Item C [REV:W] to Item A.

If Restrict ‘Relationship Tab’ options to latest version is checked when Item C is revised:

A bidirectional relationship exists between Item A and Item C [REV:B].
A unilateral relationship exists from Item C [REV:sA] to Item A.
A unilateral relationship exists from Item C [REV:W] to Item A.