Related Records

Related records let you link submittals, RFIs and issues to each other in Viewpoint Team™.

You must either be a Project Editor or the responsible party on a submittal, RFI or issue to create a related record. By default, the related records uses the same subject and/or question of the original record.

Once you create a related record, it is linked to that record. You can see the related records on the first record, and open each one. These related-records links allow you to navigate between the related items with a single click.

You can also Remove Relationship Between Records to remove the relationship between records to unlink them. Both records remain in Viewpoint Team™, but you will no longer be able to navigate between them.