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Configure an ODS picker to pick up items from a parent work item

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I want to use an ODS picker on my work type and have it pick up the participants that are on the parent work item. How can I do this?

Step 1 - Participant Role

The participant role you are setting must have the ability to search from parent items turned on in Role Sourcing for that work type. 

  1. Modeller > Participant Roles > Edit Role from burger menu > Sharedo Ownership nav bar > Edit from burger menu on relevant work type.
  2. In Role Sourcing tick Show related participants on parent sharedos.
 
 

Step 2 - ODS Entity Picker

On the work item, in the ODS Entity Picker Aspect against that role, Can search Related participants must be switched on.

  1. Modeller > Work Type > Edit > Aspects button > ODS Entity Aspect settings button.
  2. In Roles, select the role. In the Can Search section, set Related participants (if role sourcing allows) On.
 
 

 

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