Overview
In TopTeam repository, you can define custom Traceability Rules that specify which Record Types “Traces Into” other Record Types. This functionality allows you to create Custom Traceability Schema/Rules that meet the specific needs of your project or organization.
Once the rules are defined, a TopTeam user can only create Trace Links that comply with these rules.
This article describes the procedure for configuring Traceability Schema/Rules for Record Types.
You can also configure Traceability Rules using Desktop App. See here.
Who should read this?
- TopTeam Administrators
Prerequisites
- You must log in as a user with System Administrator permissions.
An example of a Traceability Schema
You can create a similar custom schema for your organization.
Step 1. Go to the Administration section
Step 2. Open Configure Record Type Traceability Rules
Configure Record Type Traceability Rules open
Step 2. Select a Record Type
Step 3. Define Traceability Rules
Step 4. For example, Add Forward Traceability Rule for a record type
Step 5. New Linking Rules appear on the screen
Managing Traceability Rules – Delete Linking Rules
A confirmation screen will display when a linking rule is selected for deletion. Click Yes to confirm the deletion.
Related Articles
How to create a custom Link Type
Revised: January 6th, 2023