In the examples below, we will use "Epic" as our custom portfolio item name, so it will be necessary to change that to the value you have chosen.
Update Connection
In order to get “Predecessor”, “Successor” relationship in the dropdown for Issue Links it will first be necessary to add a connection property.
- Navigate to Connections page
- Choose the Rally connection
- Click on the Gear icon to open up the properties window
- Add a property called ISSUE_LINKTYPE with value PortfolioItem/Epic
Update Automation
Next update the automation to contain the issue link mappings.
- Navigate to the Automations page
- Choose your Portfolio Item automation
- Click the Modify icon to open up the config
- Add the Issue Link fields to your mappings, if you have not already done so
- Modify the Value Mappings to link your other system's issue type to the Rally Dependencies
- Click Save Mappings
- Click the Chain icon for the Issue Link mappings and hover your mouse over portfolioitem to verify that the Type is correct (Epic, in this example)
- If it is not correct and it shows the default Portfolio Item type, modify the mapping again
- Click Export
- Open the CSV in an editor
- Replace Feature with the actual name of your portfolio item type name (Epic, in this example)
- Save the CSV
- Go back to the ConnectALL value mapping
- Click Import
- Choose the CSV file
- Click OK to close the dialog popup
- Close the Value Mapping screen (Do not click Save Mappings)
- Click the Chain icon for the Issue Link mappings and hover your mouse over portfolioitem to verify that the Type is correct (Epic, in this example)