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Relating items to a document - How can I bulk link multiple items to one document (or vice versa)?

Last post 06-17-2008 12:11 PM by emarone. 2 replies.
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  • 06-04-2008 1:53 PM

    • alix
    • Top 500 Contributor
    • Joined on 01-22-2008
    • California
    • Posts 2

    Relating items to a document - How can I bulk link multiple items to one document (or vice versa)?

    How can I bulk link multiple items to one document (or vice versa)? The Related Items overview in Help mentions this is doable but does not list steps.

    Example: I have a DA for capturing invoices (each one is an Invoice Item), I would like to upload the contract in Documents, then relate all the invoices to that document. Currently doing one at a time, yesterday I had to enter 42 for a new project and link them one at a time. O.O

    Thanks in advance for the help.

    Alix Layman
    Product Partners, LLC
  • 06-17-2008 4:51 AM In reply to

    • roserc
    • Top 50 Contributor
    • Joined on 11-06-2006
    • Hartford, CT
    • Posts 14

    Re: Relating items to a document - How can I bulk link multiple items to one document (or vice versa)?

    I experience the same frustration, but the only way to relate multiple items is by linking them one at a time.

    There are entries in the Greenhouse for this capability.....

  • 06-17-2008 12:11 PM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 283

    Re: Relating items to a document - How can I bulk link multiple items to one document (or vice versa)?

    As mentioned above, this is currently only possible by creating multiple, individual links, which can be frustrating and time consuming.  This is an enhancement being considered as part of a larger development project that is currently in progress, but not likely to be released for another couple releases.

    Please do use the Greenhouse to vote and comment on this (or any) feature you'd like to see - it helps us establish the priority of features and could certainly bump something already in the works higher in priority if it's popular enough!

    Erik Marone | Daptiv Product Manager
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