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Quick Create a Managed Item

Use the Actions menu (actions icon) to link an open item to an item in a revisioning workspace. The linked item is managed by the item in the revisioning workspace and is listed on the affected items tab for the managing item.

Note: Quick Create is only available if your administrator configured a revisioning workspace.
  1. Open the item to link to a revisioning workspace.

  2. In the item header, click Actions (actions icon).

  3. The available revisioning workspaces are listed below Quick Create in the Actions menu. Select Quick Create in and a revisioning workspace.

  4. In the Quick Create dialog, enter the information required for creating the linked item.

  5. Click Save.

    • Click Save and Manage to create the revisioning item and link it to the open item. You are prompted to enter additional information for managing the item.
    • Click Save and Close to create the revisioning item and link it to the open item. You are returned to the open item.

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