📍 Background
Kafinea's main interface
Kafinea allows you to create specific links between different elements of the ERP (Tickets, Projects, Project Tasks, etc.). These links help organize information and view dependencies directly from a record’s summary view.
Available link types #
There are four types of relationships used to describe the connection between two elements:
- Related to: A simple, symmetric relationship indicating that two elements are related to one another without any specific dependency.
- Blocks / Is blocked by: A dependency relationship indicating that one item must be completed or resolved before another.
- Duplicate / Is duplicated by: Used to mark identical or redundant items.
- Parent of / Child of: Allows you to create a hierarchy among items (for example, a main ticket broken down into subtickets).
Using the widget #
On compatible modules, a "Links between elements" block is available in the summary view.
Add a link #
- Click the Add button in the "Links between items" section.
- Select the desired link type.
- Use the search bar to find and selectthe target item (cross-module search).
- Click Save.
The link appears immediately in the widget, grouped by type. The target element will also see the link appear automatically in its own widget (with the opposite direction if necessary, for example, "Is blocked by" if the original link was "Blocks").
Delete a link #
To delete a link, click the delete icon (red X) next to the link in the widget. You will be asked to confirm.
Compatible modules #
At launch, links between elements are available in the following modules:
- Tickets
- Projects
- Project Tasks