Using the Auto-Linking Tab

Auto-Linking is typically not used in Infor Document Management systems.

  1. Select the Auto-linking tab to enable auto-linking.
  2. Select Only show available matching attributes and groups check box to ensure that only attributes and attributes groups at the same level are displayed. This step is optional.
  3. Select the item type from the Item type to be linked to drop down list box. A list of attributes and attribute groups for that item type is displayed.
  4. Select attributes or attribute groups from the Current item type list and Item type to be linked to list. You cannot link date, timestamp, or time attributes but can link only required attributes. You can create links between root and child components of different item types. If you have a link from root to root and child to root, the minimum cardinality must be greater than 0.
  5. Select a Link type from the drop down list box to associate the attributes or attributes groups. All links between the item types must be the same type.
  6. Click Add to create a link set and add the attributes to the Associated attributes and groups list. From the Item type linked to list under Associated attributes for link, select an item type. All attributes from this item type that are linked to the current item type are displayed in the Associated attributes and groups list.
  7. Select the linked attribute in the lower table and click the Remove button to delete a link or change the link type. You can then recreate the link as needed. This step is optional.
  8. Use the Move up and Move down buttons to group the links together if you have a long list of linked attributes. This step is optional.

    After item types are linked based on the auto-link definitions, the link remains even if you change the definition.