Associate (Link) Forms and Documents
Associating allows you to create a link to any other form or document located within RIB CX. This helps keep all relevant information about an issue or process together.
For example:
An RFI might relate to a Document in the Publication Space.
A Transmittal may relate to Variation.
A Site Instruction might Duplicate another.
How Do I Know If There Are Forms Associated?
Forms with associated forms or documents have a LINKED section at the bottom of the form. This section includes split forms and forms/documents that have been added to a document list user field.
Managing Linked Forms with Toggles and Grid View
Working with forms that have links to other forms—whether through associations, splits, or user fields—the toggles and a grid layout in the Linked section, allows you to filter and view linked forms based on how they were added.
The Linked section now includes three toggles that let you control which linked forms are shown. You can turn each one on or off to adjust your view:
Toggle | What It Shows |
|---|---|
Associated / Split (default ON) | Forms linked via associate or split actions. |
User Fields | Forms linked through a document list user field (DocList UF). |
You can turn toggles on in any combination:
Associated / Split ON only → Shows only associated or split forms
User Fields ON only → Shows only forms linked via user fields
Both toggles ON → Shows all linked forms
Both toggles OFF → Hides all linked forms (empty view)
The grid layout makes it easier to read, sort, and filter.
Key Features in the Grid:
Sortable Columns: Click any column header to sort the list by that value.
Search Filter: Use a contains search to quickly find linked forms.
New Column – Associated/Split: Identifies whether the form was associated or split.
Updated Action Column: Displays both the user’s name and user code for added clarity.
Improved Layout: Column widths have been adjusted for better viewing, especially in the User Fields view.
How Do I Associate to a Form
At the bottom on your form in the blue ribbon you will see Associate.
Click Associate.
Type a keyword or add other criteria to search for the form or document you want to associate.
Click search.
Search results are displayed in a grid format, showing the following details:
Reference
Title
Status
In the search results select the desired form(s) or document(s) and click Add. They will be added to the right-hand side.
Click Save. The form/s will now be linked and visible in the Linked section.
Added Split/Associate Tags
To clearly indicate which forms have been split or associated.
How Do I Remove an Associated Form or Document?
At the bottom on your form in the blue ribbon you will see Associate.
Documents or forms that have been linked via the Associate button or by a Document List user field are classed as type = ASSOCIATED. Therefore, removing an associated form or document that was linked via a Document List user field in the following way will remove it from the Document List user field also.
RFI:MC-RIB#0001 is gone from the Document List user field.
Click Associate.
Click search.
Search results are displayed with the associated documents listed on the right-hand side.
Select the form(s) or document(s) you wish to un-associate and click Remove.
This will move the form(s) or document(s) back to the left-hand side.
Click Save. These will no longer appear in the linked section of your form.