Work item document

Documents can be attached to a work item in a number of ways. Each work item can have one template document, and one document attached.

At time of work item creation

A document can be attached at the time of work item creation by creating the work item from the document review toolbar. Read more.

Attach a document to an existing work item

A document can be attached to an existing work item from the work item screen.

1. Open an existing work item

2. From the Details tab on the toolbar, click the Document icon

3. Click the Document option from the menu

4. Select a document from the list

5. Select a branch from the document

6. The document has been attached to the work item

Attach a template to an existing work item

A template can be attached to a work item to be forked into a new document at a later date. This can be useful for assigning forms to be filled as part of a work item task.

2. From the Details tab on the toolbar, click the Document icon

3. Click the Template option from the menu

4. Select a document from the list

5. Select a branch or a release from the document

6. The document has been attached to the work item as a template

Forms can be configuration controlled using document releases

Attach a document by forking a template

A template can be forked either manually or through a work item action. To manually fork a template:

1. Click the vertical ellipse next to the attached template

2. Click the Fork template option from the menu

3. The template will be forked with the new document attached to the work item

The new document will have the same title as the template, and inherit the document type of the template including the prefix. The new document will inherit the asset group associated with the work item.

Removing a document from a work item

1. Click the vertical ellipse next to the attached document

2. Click the Remove document option from the menu