Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item

Correspondence items and RFIs often lead to other correspondences. Sometimes users want to link the origin (source) item to the resulting item for anyone who wants more information about why the resulting item was created. The 'Link Existing Origin Item' action on correspondence items enables users to quickly name the correspondence item or RFI that was the source or reason for the current correspondence item. The linked relationship shows up in the 'Links' section of both the origin item and the resulting item.

• Required User Permissions:

  • For the Correspondence Tool (The item you are updating):

    • 'Admin' level permissions on the item's correspondence type.
      OR

    • 'Standard' level permissions on the item's correspondence type.
      OR

    • 'Read Only' level permissions on the item's correspondence type and the 'Edit Open Items They Created' granular permission enabled on your permission template.
      Note: 'Read Only' users can only link items they created.

  • For the Origin Item (The item you are linking to):

    • If linking an RFI: You must have at least 'Read Only' level permissions on the Project level RFIs tool and sufficient permissions to view the specific RFI. To learn more, see What user roles can view which types of RFIs?

    • If linking another Correspondence item: You must have at least 'Read Only' level permissions on that specific correspondence type.
      Note: If the item is marked as 'Private', you will also need the 'View Private Items Accessible to Users within Same Company' granular permission enabled on your permission template.

• For instructions on creating and linking a new correspondence item, RFI, or change event, see Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item.

1. Navigate to the project's Correspondence tool.

2. Click the List tab.

3. Click the Number next to the correspondence item that you want to link an origin RFI to.

4. Click the Link drop-down menu and click Link Existing Origin Item.

5. Select up to one origin correspondence item and one RFI item.
   Note: You can remove or update the links you created if you have Edit access.

6. Click Link.
   Note: This also applies if you are the creator. As a Read Only user, you can still edit any items you created.

7. If you want to unlink an existing item, then perform the following:

   1. Click on the Link dropdown menu.

   2. Select Link existing origin Item again.

   3. Click X next to the item you want to unlink or choose another item to link.

   4. Click Link button on the modal to save your changes.
      
      

      

8. Optional: To view or access the linked items, see the Links section of the correspondence item. The 'Links' section of the origin item(s) will also link to this correspondence item.