Item linking allows you to connect cases to related platform objects like riders, drivers, vehicles, and services. This creates a complete picture of complaints, feedback & incidents by linking all relevant information in one place, making investigations and case management more efficient and reporting clearer.
Key Benefits
You can use Object Linking for:
Complete Context: Link cases to all relevant objects (riders, drivers, vehicles, services) to see the full picture of an incident
Cross-Reference Investigation: Quickly navigate between related objects to understand patterns and connections
Comprehensive Reporting: Generate reports that include linked object data for better insights
Efficient Case Management: Access all related information without switching between multiple screens
How Object Linking Works
Admins configure which object types (riders, drivers, vehicles, etc.) can be linked to each case type. When creating or editing cases, users can then search for and link specific objects to provide complete context.
How to Configure Object Linking (For Admins)
Admins set up available object types for each case type. This is only available for Resolve case types.
Set Up Object Link Types
Navigate to the Case Types setup page
Select an existing Resolve case type or create a new one
Find the "Object Link Types" section
Click "Add Object Link Type"
Choose the object type you want to enable (Rider, Driver, Vehicle, etc.)
Repeat for each object type you want to make available
The system will automatically make these object types available when users create or edit cases of this type.
Best Practices for Admins
Begin with the most commonly needed or required object types. Usually this is one of Duties or Request since these are also linked to many other parts of Spare - such as to each other, the driver and/or vehicle.
Common Setup Examples by Case Type
Incidents: Incidents log anything that happens "on-the-road" sp consider enabling only Duty (to link the specific driver shift when the incident occurred). Through this one link, the case will be indirectly connected to the following objects:
Driver
Vehicle
Requests (and therefore Riders)
Complaints & Trip Feedback: Given these usually refer to a specific trip, I would begin with only Request. This is then linked to the duty and therefore the driver, vehicle & other duty details.
Other object types, such as Riders, can be linked based on whether they are a subject of the complaint and will be added as part of future development.
How Object Linking Appears (For Users)
Once configured, object linking options appear automatically when creating or editing cases.
Case View: Linked objects appear prominently at the top of the case details page with clickable links to view object details
Navigation: Click on any linked object to view its full details in a new tab
How to Link Objects to Cases
When creating or editing a case:
Find the object link fields in the case form
Click on the search field for the object type you want to link
Type to search for the specific object (rider name, vehicle number, etc.)
Select the correct object from the search results
Repeat for additional object types as needed
Save the case to store the linked objects
Note: Object linking can also occur automatically via workflows
Date Filtering: For time-sensitive objects (like duties or services), you can filter search results by date to find relevant items
Frequently Asked Questions
Can I link multiple objects of the same type to one case?
Currently, each case can only have one linked object per object type. Future development will include the ability to add multiple links.
Can I link an object of a new type to a case?
Not currently, but there is planned development for this.