Manage an Item's links

Make it easy for people to find information relevant to your Items by linking to it from the Items themselves.

You can add two kinds of links to any Item in KaiNexus:

• Web links — Links to an external URL.
• Item links — Links to another Item within KaiNexus. Only people with permission to view the linked Item will be able to see and follow such a link. 

These links allow anyone looking at the Item to be able to quickly find and access important information that isn't included on the Item itself with just a click.

Who can add and manage an Item's links?

To manage an Item's links, you must have permission to view the Item and edit its links.

Only the following people can view an Item:

• Anyone on the Item's Team.
• Potentially anyone on the parent's Team.
• If the Item is not private and not in the New status, anyone with the "View" permission for Items in its Location(s).
• If the Item is private, anyone with the "View Private" permission for Items in its Location(s).
• If the Item is in the New status and is not private, anyone with the "View New" permission for Items in its Location(s).

Only the following people can edit an Item's links:

• Anyone on the Item's Team except for Followers.
• Anyone with the "Edit" permission for Items in the Item's Location(s).
• Anyone with the "Assign" permission for assignable Items in the Item's Location(s).

Add a link to an Item

To add a link to an Item, open the Item with which you want to work, then either:

• Click Add in the top right corner of the page, then click Link in the resulting drop-down menu. Or,

• Click Add Link in the Links panel.

In the resulting window:

• Leave Web Link selected to add an external link.
  • Name (required): The name will be used to identify this link.
  • Address: The URL to which you are linking.
• Select Item to add a link to another Item in KaiNexus.
  
  • Item (required): Use this field to search for the Item to which you are linking.
  • Relationship (required): Expand the drop-down to select the manner in which these two Items are connected. Links given the same relationship will be grouped together in the Item's Links panel.
• Click Save. The new link will appear in the Links panel

Edit or delete a link on an Item

To edit a link on an Item, open the Item with which you want to work, then:

• Hover over the Links panel and click the pencil icon that appears in the top right corner. A pencil icon and an x icon will appear to the right of each link.

• To edit a link, click the pencil icon to its right and the "Edit Link" window will open.
  • Item (required): Use this field to search for and update the Item to which you are linking.
  • Relationship (required): Expand the drop-down to update the manner in which these two Items are connected. Links given the same relationship will be grouped together in the Item's Links panel.

• To delete a link, click the x icon to its right and a confirmation window will open.
  
  • Click Delete and the link will be removed from this Item.