7.5. Creating an InfoStore item

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:
  1. In the New panel tab click the Document icon. If using the compact panel, click the panel icon InfoEntry . The Document window opens.

  2. If requested select an InfoStore folder by clicking the Folder button and selecting an InfoStore folder in the pop-up window.

  3. Enter a title in the Title field.

  4. Depending on your needs, use the following options:

    • Add a bookmark for a website by entering an Internet address in the Link/URL field. Tip: Copy the Internet address from the browser's address bar to the field.

    • Add a document. See 7.5.1: Adding a document

    • Add categories. See 7.5.2: Adding categories

    • Add comments.

  5. Click Save in the panel. The window is closed.

Result: The InfoStore item is created.

If you want to cancel the process, click Cancel in the panel.

Tip: You can also create a new InfoStore item by clicking on Create new document in the Edit panel tab.

In order to create a new InfoStore entry, choose one of the following methods:

7.5.1. Adding a document

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:
  1. Click the File button.

  2. Click the Browse button.

  3. Select the file to be added as an attachment. Close the file selection dialog window.

  4. Click Save in the panel. The Version comment window opens.

  5. If you want enter a comment in the Version comment window. Click OK. 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 Cancel in the Version comments window.

Note: Depending on the document file size and your connection this process can take a while.

7.5.2. Adding categories

A category is text that can be used as a key word for sorting InfoStore entries. The following possibilities exist for adding categories:

  • Enter categories.

  • Select categories from a list of predefined categories.

Information on defining categories can be found in 8.2.3: Managing Tags.

How to add object-related categories in the InfoStore Item window:
  1. Double-click to the right of the Categories... button.

  2. Enter a text.

Tip: An alternative method can be found in 8.2.3.2: Managing categories in the modules.

Note: Object-related categories have the color white.

How to add predefined categories in the InfoStore Item window:
  1. Click the Categories button. The Categories dialog window opens. The Name list field contains all predefined categories.

  2. In the Name list field, activate the checkboxes of the categories to be assigned to the infostore item.

  3. Click on OK.

Result: The categories are entered in the input field.

How to remove added categories in the InfoStore Item window:
  1. Click the Categories button. The Categories dialog window opens.

  2. In the Name list field, deactivate the checkboxes of the categories to be removed.

  3. Click on OK.

Result: The categories are removed from the infostore item.