BlueCielo Meridian Asset Management Module 2013 User's Guide | BlueCielo ECM Solutions

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NEW  Linking an object to other objects

Linking one object to another object creates a Meridian Enterprise reference between the objects in the vault. The reference is made with the TagObject Reference type. The reference becomes the link between object data in the vault and asset data in the maintenance management system that enables users of either system to view the data in the other system.

Note    Linking objects to one another requires an optional PowerUser extension that must be registered and configured in the vault by a system administrator as described in the BlueCielo Meridian Asset Management Module Administrator's Guide..

To link one object to another object:

  1. Select the object in PowerUser to which you want to link other objects. For information on finding objects, see Searching for objects.
  2. Click the Objects tab. This Objects property page is similar to, but different than, the Objects property page that appears when a document is selected. This Objects property page shows additional columns that include a column that indicates the direction of the references between the objects, either incoming or outgoing. The page lists the other objects that are already linked to the selected object. Confirm that the object that you want to link is not already linked.
  3. Click Manage Links. The Manage Object to Object Links dialog box appears similar to the following figure.

The dialog contains three sections. You use the top section to search for documents to link. The middle section shows all of the documents that match the search criteria and that are not yet linked to the selected object. The bottom section shows the currently linked documents.

  1. Type search criteria in the top section of the dialog and click Find. Any matching objects appear in the middle section.
  2. Select the objects in the middle section of the dialog that you want to link to the selected object and click Create Incoming Links or Create Outgoing Links. The objects are moved to the bottom section of the dialog.

    Tip    Press and hold the Ctrl key while clicking to add or remove documents from your selection. Press and hold the Shift key while clicking to select consecutive objects.

  3. When you are finished linking objects, click Close.

Related tasks

Searching for objects

Viewing linked objects

Creating new objects

Building a report of linked objects

Linking objects to a document

Unlinking objects from a document

Unlinking documents from an object


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