Connects an eligible record to a Category used to classify it.
When to use it
For change records, use the Change Cockpit as the main UI to manage the record and its relationships. Use Category when you need to record this connection between the source and target records. Category classifies information.
Records and direction
- Relationship type: Non-structure. Associates records without creating a parent-child hierarchy.
- From: Eligible managed records, including Requirement.
- To: Category.
How to use it
- Create the relation with drag and drop in a Structure widget: drag the intended Category onto the Requirement it relates to. Choose Category, review the direction and any offered values, then confirm. When either selected record belongs to a workflow process, use the workflow tools for that connection.
- Alternatively, use Connect from the source record and select the target with the Category relationship.
- Review the resulting connection and the selected record versions where applicable. Check the displayed relationship filters if the connection is not visible.
Example
Pump Leakage Limit (Requirement) is connected to Safety Related (Category) through Category. The association lets readers follow the related information without creating a hierarchy.
Choosing the relationship
Category classifies information. Folder and Catalog organize collections for navigation.