Linking appointments to other objects

The purpose of links is to quickly and easily associate related elements with appointments - as, for example, tasks or contacts: thus, to establish a relationship between appointments and other elements. You can link all appointments from your personal calendar folders as well as from public or other users' shared calendar folders (provided you have relevant access rights) with arbitrarily many other appointments or other elements such as contacts, tasks or InfoStore objects.

Establishing Links

In order to create a new link from an appointment to another appointment or to another element, select the relevant appointment either in the List view, the Calendar view or the Detail view and then click on Start in the Linking panel section.

The title of the Linking panel section is highlighted in color to show the active linking process. Now you can navigate to the element which you would like to link to the selected appointment.

Ideally, you use the folders from the folder tree to directly navigate to the element you wish to link. For example, if you would like to link the selected appointment to a task from one of your personal task folders, expand the relevant task folder in the folder tree to open this folder and to select a specific task from this folder.

After you have navigated to the relevant folder, select the element you wish to link. Confirm your choice by clicking on the Close function in the Panel. If you have accidentally selected a different element from the one you wanted to link with the appointment, click on Cancel instead. Both the Close function and the Cancel function end the linking process.

After you confirm your selection, the selected element is linked with the previously selected appointment and the link is displayed in the detail view of this appointment in the Links tab.

Please note that you can always select only one element during the linking process and link it with the previously selected appointment. If you would like to link an appointment with several elements, repeat the linking process for each element to be linked.

Linking appointments to other objects

Links are always bidirectional: If you link appointment "A" with task "B", task "B" is automatically linked with appointment "A".

If you want to link appointments from public or other users' shared calendar folders with other elements, you need read rights for the objects of these folders.

If these rights have not been granted to you, the Start function in the Linking panel section is deactivated and you cannot create links from appointments in this folder to other elements.

Switching to links of an appointment

If you would like to switch to linked elements of your appointments, first display the relevant appointment in the Detail view. Then activate the Links tab, select there the link to which you want to switch and then click on the Go to function under the Linking panel section.

This allows you to switch to the element linked with the appointment that is displayed in the detail view. Please note that this may also open another module depending on the type of the linked element. In the example shown in these figures, the element linked with the appointment is a task managed in the Tasks module; thus, the Tasks module is opened during the switch to this link.

Editing elements linked with appointments

If you want to edit elements linked with an appointment, open the Links tab in the detail view of the appointment in and double-click on the linked element you wish to edit. This takes you to the editing window of the linked element where you can make the desired changes.

Editing elements from public or shared folders that are linked with appointments

If you want to edit elements linked with appointments from public or other users' shared calendar folders, you need modify rights for the objects of these folders. If these modify rights have not been granted to you, you cannot edit elements from these folders.

Removing links from appointments

If you would like to remove links from appointments, first display the appointment to be edited in the Detail view. Then activate the Links tab, select the link that you want to remove from this appointment and then click on the Remove function in the Linking panel section.

You will be asked whether you really want to remove the selected link(s). If you confirm this query with OK, the selected links are irretrievably deleted from the appointment.

Removing links from appointments

When you delete links from appointments, you merely delete the link between the appointments and the linked elements. The linked elements are not deleted.

If you want to remove links from appointments in public or other users' shared calendar folders, you need read rights for the objects of these folders.

If these rights have not been granted to you, is the Remove function in the Linking panel section is deactivated and you cannot remove linked elements from these appointments.