Sections in the Article
This article gives an overview of what Intelligent Linking is and how to use it in Plan & Release.
About Intelligent Linking
Intelligent Linking allows you to automatically include/exclude links between entities, based on predefined rules and/or queries. Intelligent Linking eliminates the manual aspect of linking entities by applying predefined criteria for when a link should exist.
Intelligent Linking can be configured in Enrich and Plan & Release, or through the DataService API. The configuration is defined per entity and outbound LinkType.
Rules and/or queries can be used to specify if and when a link should exist. Rules specify that a field should have a certain value while queries define which entities should be linked.
Intelligent Linking in Plan & Release
In Plan & Release, Intelligent Linking is found under the Structure > Configure tabs:
Intelligent Linking can be created through the DataService API by adding LinkRuleDefinitions.
LinkRuleDefinition AddLinkRuleDefinition(LinkRuleDefinition definition)
This creates a LinkRuleDefinition. The LinkRuleDefinition is a container with a list of rules and a list of queries.
When you have set up Intelligent Linking, make sure you run the job Update Link Rule Definitions in Control Center. Read more about jobs in this article.