Unlinking an Item Managing Related Content

Configuring Related Content Links 12-9

12.4.3.1 Linking to a New Item

1. Access the existing item from which to link prefer:

■ Browse the retention schedule and list items within a category or record folder. ■ Screen Content for the item if you have the Records Administrator privilege. ■ Search for an existing item to link.

2. From the Retention Schedule, Screening Results, or Search Results page, select the

relationship type from the item’s Actions menu. 3. In the Page menu of the link page, click Link then Link New Item. The Content Check In Form is displayed.

4. Check in the new item to which to link. For more information about how to check

in a content item, see Chapter 5, Creating Content for Retention .

12.4.3.2 Linking to an Existing Item

1. Access the existing item from which to link: ■ Browse the retention schedule and list items within a retention category or record folder. ■ Screen Content for the item if you have the Records Administrator privilege. ■ Search for an existing item to link. 2. From the Retention Schedule, Screening Results, or Search Results page, select the relationship type from the item’s Actions menu.

3. Click the Add Link action for the type of link to make. The link page for the link

type opens.

4. In the menu of the link page, click Link then Link Existing Item. The Advanced

Search Page is displayed. 5. Search for the item to which to link. For information about searching, see Chapter 6, Searching and Screening Content . A search results page is displayed with a Link column added.

6. Select the box in the Link column next to the item or items to which to link.

7. From the Table menu, click Link then Link Selected Items. The Link Page for the

type of link created is displayed, listing the item to which the link was established.

12.4.4 Unlinking an Item

Use this procedure to unlink two linked items. There may be some compelling reason to remove a link, such as rerouting a link, or using a different type of link altogether.

1. Navigate to the content information page of the item to unlink.

2. Click the links with a + to open the respective link page. Important: To unlink destination links such as Cross-Referenced By or Supported Content By, you must unlink from the content information page of the originating item. The destination links are the links appearing indented in the Links area of the content information page except for reciprocal cross-reference links. You can unlink from either link page in that case. 12-10 Oracle Fusion Middleware Users Guide for Universal Records Management

3. Select Unlink from the item’s Actions menu.

4. A message is displayed asking for confirmation of removal of the link.

5. Click OK. The link page is displayed with the formerly linked content item no

longer listed.

12.5 Link Examples

The following examples demonstrate how to create different types of links. The information in this section is restricted to users with the Records Administrator role: ■ Enclosures Custom Link Types Example on page 12-10 ■ Renditions Link Example on page 12-11 ■ One-Way Cross-Reference Link Example on page 12-11 ■ Reciprocal Cross-Reference Link Example on page 12-12 ■ Superseded Link Example on page 12-13 ■ Supporting Content Link Example on page 12-14

12.5.1 Enclosures Custom Link Types Example

This example creates a link type with a custom name, and because it is a parent-child relationship, it also creates a destination link. The destination child link brings up any linked supporting items. This example creates a supporting content link types named Enclosed by with a destination link of Enclosing Document, and Enclosure of with a destination link called Enclosures.

1. Click Records then Configure from the Top menu. Click Retention then Related

Content Types . The Configure Link Types Page is displayed.

2. Click Add Related Content Type.

The Add or Edit Related Content Type Page is displayed.

3. Enter the name Enclosed By for the link in the Name box.

4. Enter Enclosing Document in the Destination box.

5. Select the Supporting Content link type from the Class list.

6. Click Add.

The new link type is added to the Configure Link Types page.

7. Click Add Related Content Type.

The Add or Edit Related Content Type Page is displayed.

8. Enter the name Enclosure of for the link in the Name box.

9. Enter Enclosures in the Destination box.

10. Select the Supporting Content link type from the Class list.

11. Click Add.

The new link type is added to the Configure Link Types page.