Related Items

The Related Items feature is used to link portal contents that are related to each other, to an event, or to a topic.  For example, the agenda, meeting minutes and presentation for a particular event can be linked together to provide easy access to information pertaining to that eventRelated Items.  This feature is available in the Categorization section of the Edit form for the following content types:

  • Event
  • File
  • Folder
  • Image
  • News Item
  • Page

Add Related Items

  1. Create a new item or select an existing item and click the Edit tab on the toolbar.
  2. On the Edit form, select the Categorization tab.
    Related Items Categorization Tab
  3. In the Related Items field, select the relevant item(s) using one of the following methods:
    1. Click the field to expand the drop-down list of available items to choose from.
    2. Manually enter the title of the item, and as it is typed out, a list of all matches is generated and gets narrower towards the completion of the title. 
    3. Click the home icon to select a folder and limit the list of available items to that folder's contents.
  4. To remove a selection, click the X that precedes the title.
  5. Items in the field can be re-ordered by clicking and dragging each to a new position in the list. 
  6. Click Save when finished adding related items.

Remove Related Items

  1. Select the item and click the Edit tab on the toolbar.
  2. On the Edit form, select the Categorization tab.
  3. In the Related Items field, click the X that precedes the title of the item to be removed.
  4. Click Save.

For additional information on navigating within the Related Items field, see Form Field for Referencing Content.