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How do I create a SmartView that displays relationship data?

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To create a SmartView that displays relationship data:

  • Follow the steps in this help article to create a new "SmartView"
  • In the "Columns to Display" section click the  Select link.
  • In the resulting window, choose the related data that you'd like to display.
    • Example: If you're creating a SmartView for requirements and would like to display parent and child requirements for each requirement - then you will select the following:
      • "Related Requirements - Is Child Of"
      • "Related Requirements - Is Parent Of"
  • Click the  Save  button to save this SmartView.
 
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