Links

Datasets of different Dataset Types may be linked to provide a connected view of data

Common examples of Linked Datasets are:

• People linked to Positions
• People linked to Activities
• Positions linked to Roles

This is especially useful when allocating people to new positions as part of the implementation of an organization change or when succession planning

Or when designing new Roles by allocating accountability for Activities and Competency targets to them

The Links between nodes in Linked Datasets may be Created, Edited or Deleted in a Tree Slide in workspace

Pre-requisites

To work with Links you must have configured a Links Dataset which joins two other existing Datasets (such as People and Positions) in Settings or via Survey Admin

To view a video on Linking Two Datasets click the thumbnail to open the video in a new browser tab

Then either open an existing Pack Saved With Active Links or Create a New Pack by:

1. Select the Links icon
2. Select the required Links Dataset
3. Select + Create New
   or
4. Open an existing Pack Saved With Active Links

Once the pack is opened the Crumbtrail will show the Links are active between the two datasets

The Dataset Node Summary will also show the Linked datasets are active

Create Links

To create a Link:

1. Open a Tree Slide and use the search panel to find the relevant Node in the Linked To dataset
2. Drag it from the Search Panel onto a Node on the Tree Slide to create the link
3. The Edit Links window will open to show the link being created
4. Enter the value to link the nodes across the Datasets
5. Click Apply to create the Link
6. The Dataset Node Summary will update to reflect the new Link created

NOTE: To create a Link, values for required properties must be entered

Edit Links

To edit an existing Link:

1. Select the Node on the Tree Slide
2. Right Click to open the menu
3. Open the Links Menu and select Edit
4. The Edit Links window will open to confirm the link being edited
5. Enter an updated value to link the nodes across the Datasets
6. Click Apply to complete the edit process

To view a video on editing links click the thumbnail to open the video in a new browser tab

Delete Links

To delete a Link:

1. Select the node on the Tree Slide
2. Right Click to open the menu
3. Open the Links Menu and select Delete
4. The Delete Links window will open to confirm Link being deleted
5. Click Deleteto confirm the deletion

Any nodes that are not to be deleted may be removed from the Delete Links panel by selecting the X icon

Revert Links Changes

In common with other unsaved changes to Datasets, if you have created, edited or deleted Links, and you have not yet saved your changes, you can revert this action for all Links or for specific individual or groups of Links

To revert Links Changes:

1. Select the Changes area of Links Dataset Node Summary
2. This will open the Revert Node Changes window
3. Select the Node Changes to revert
4. Select Revert to complete the process