Here you can find an overview of how to create a new InfoStore entry. Details can be found on the next page.
Note: If you want to create a new InfoStore entry in a public or shared folder you need to have the permission for creating objects in this folder.
How to create a new InfoStore item:
In the .
The panel tab click the icon. If using the compact panel, click the panel icon
Document window opens.
If requested select an InfoStore folder by clicking the
button and selecting an InfoStore folder in the pop-up window.Enter a title in the
field.Depending on your needs, use the following options:
Add a bookmark for a website by entering an Internet address in the Tip: Copy the Internet address from the browser's address bar to the field.
field.Add a document. See 7.5.1: Adding a document
Add categories. See 7.5.2: Adding categories
Add comments.
Click
in the panel. The window is closed.Result: The InfoStore item is created.
If you want to cancel the process, click
in the panel.Tip: You can also create a new InfoStore item by clicking on in the panel tab.
In order to create a new InfoStore entry, choose one of the following methods:You can also activate the
function in other modules in the panel.Double-click a free area in the H Split or List view. The InfoStore item window opens.
You can add exactly one document to an InfoStore entry. The document contains the version number 1. If you add a further document, it will receive the next higher version number.
Further information on document versions can be found in 7.6.2.3: Working with document versions.
How to add a document to the InfoStore item in the InfoStore item window:Click the
button.Click the
button.Select the file to be added as an attachment. Close the file selection dialog window.
Click Version comment window opens.
in the panel. TheIf you want enter a comment in the Version comment window. Click . If you do not want to enter a comment click No comment.
Result: The document is uploaded to the server. As soon as the upload is finished the InfoStore item window is closed.
If you want to cancel the process, click Version comments window.
in theNote: Depending on the document file size and your connection this process can take a while.
A category is text that can be used as a key word for sorting InfoStore entries. The following possibilities exist for adding categories:
Entering categories in the input field next to the
button.Selecting categories from a list of predefined categories. Predefined categories are marked with a color.
Information on defining categories can be found in 8.2.3: Managing Tags.
How to add object-related categories in the InfoStore Item window:Double-click on the input field next to the
button.Enter a text.
Note: Object-related categories do not have a color.
How to add predefined categories in the InfoStore Item window:Click the
button. The dialog window opens. The list field contains all predefined categories.In the
list field, activate the checkboxes of the categories to be assigned to the infostore item.Click on
.Result: The categories are entered in the input field.
How to remove added categories in the InfoStore Item window:Click the
button. The dialog window opens.In the
list field, deactivate the checkboxes of the categories to be removed.Click on
.Result: The categories are removed from the infostore item.