The purpose of links is to quickly and easily associate related elements with InfoStore objects - as, for example, tasks or appointments: thus, to establish a relationship between InfoStore objects and other elements. You can link all appointments from your personal InfoStore folders as well as from public or other users' shared InfoStore folders (provided you have relevant access rights) with arbitrarily many other InfoStore objects or other elements such as appointments, tasks, or contacts.
In order to create a new link from an InfoStore object to another InfoStore object or to another element, select the relevant InfoStore object and then click on Start in the Linking section of the panel.
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 InfoStore object.
Use the functions from the OX Modules section or the folders from the folder tree to navigate to the element to be linked. For example, if you would like to link the selected InfoStore object with a task from one of your personal task folders, click on the Tasks icon in the OX Modules section to open this folder and to select a specific task from this folder.
If you want to link the selected InfoStore object with an element from a public or another users' shared folder, open the relevant folder directly via the folder tree.
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 InfoStore object, click on Cancel instead. Both the Close as well as the Cancel function conclude the linking process.
After you confirm your selection, the selected element is linked with the previously selected InfoStore object and the link is displayed in the detail view of this InfoStore object 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 InfoStore object. If you would like to link an InfoStore object with several elements, repeat the linking process for each element to be linked.
![]() | Linking InfoStore objects to other objectsLinks are always bidirectional: If you link InfoStore object "A" with task "B", task "B" is automatically linked with InfoStore object "A". If you want to link InfoStore objects from public or other users' shared InfoStore 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 section of the panel is deactivated and you cannot create links from InfoStore objects in this folder to other elements. More information about sharing your personal folders assigning access rights to other users for these folders is available in the "Settings" chapter, section the section called “Public and Shared Folders”. |
If you would like to switch to linked elements of your InfoStore objects, first display the relevant InfoStore object in the H Split view. Then activate the Linking tab, select there the link to which you want to switch and then click on the Go to function under Linking in the Panel.
This allows you to switch to the element linked with the InfoStore object 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 InfoStore object is a task managed in the Tasks module; thus, the Tasks module is opened when you switch to this link.
If you want to edit elements linked with an InfoStore object, open the Links tab in the H Split view of the InfoStore object and double-click on the linked element you wish to edit. This takes you to the editing window of the linked element and you can perform all desired updates there.
![]() | Creating or removing links to InfoStore objects from public or shared foldersIf you want to create or remove links to InfoStore object from public or other users' shared InfoStore folders, you need read rights for the objects of these folders. If these rights have not been granted to you, the Start and Remove panel functions in the Linking section remain deactivated and you can merely switch to the links of this InfoStore object. |
If you would like to remove links from InfoStore objects, first display the InfoStore object to be edited in the H Split view. Then activate the Links tab, select the link that you want to remove from this InfoStore object and then click on the Remove function in the Linking section of the panel.
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 InfoStore object.
![]() | Removing links from InfoStore objectsWhen you delete links from InfoStore objects, you merely delete the link between the InfoStore objects and the linked elements. The linked elements are not deleted. If you want to remove links from InfoStore objects in public or other users' shared InfoStore folders, you need read rights for the objects of these folders. If these rights have not been granted to you, the Remove function in the Linking panel section is deactivated and you cannot remove linked elements from these InfoStore objects. More information about sharing your personal folders assigning access rights to other users for these folders is available in the "Settings" chapter, section the section called “Public and Shared Folders”. |