Links

Add and manage reference or related links to enhance your transaction details

Relationship types define how two transactions are connected or related to each other. They describe the nature of the link, such as whether one transaction blocks another, duplicates it, serves as a parent or child, or is simply related or referenced. These connections provide context and enhance understanding of how transactions interact within the system.

• Component 1 : Link Tab in Sidebar, Provides quick navigation to the linked transactions section within the page.

• Component 2 : Create Link, Enables users to create new links between the current transaction and either existing transactions or newly created ones.

• Component 3 : Linked Transaction Search, Allows users to search for and view all transactions that have been linked to the current one.

• Component 4 : Linked Transaction Record, Displays details of each linked transaction. Hovering over a record reveals the Unlink option, which user can click to remove the link.

Add Link via Search

By clicking Add a Link (Component 2), a popup appears with various relationship options and a list of available applications. After selecting the appropriate relationship type and relevant application, if the search-and-link option is enabled, a list of transactions available for linking is displayed. Hovering over a transaction reveals the Link option. Clicking it establishes the connection, allowing you to clearly link related processes.

Add Link via Create

By clicking on Add a Link (Component 2), a popup appears with various relationship options and a list of available applications. After selecting the appropriate relationship type and application, if the search -and-link option is disabled, the initial form of the selected application is displayed. Once you complete the required details, clicking the Create and Link button creates a new transaction and automatically links it to the current one.