Manage links
You can use links to organize objects that are related to each other in some way.
About links
Creating a link establishes an association between one object and another. You can link folders, custom objects, and documents, including workflows and searches, to one another. The versions referenced by the linked objects are static. When you link one object to another, the version of the linked object is specified at the time you create the link. If you check out and then check in a new version of either of the objects, the link does not update dynamically to point to the new version. Instead it points to the now superseded version.
NOTE Compound documents also use links to associate a parent document to child documents. Compound document links differ in that they define a hierarchical structure between documents, indicating their relationship to each other. See Manage compound documents for a complete discussion of compound documents.
Security
Links are separate objects with their own access rights. See Work with security for more information about security settings.
Link administration
Your site administrator controls various aspects related to links by setting site preferences. The administrator can set the following site preferences:
- Enable link objects. The administrator must enable links for your site. If links are not enabled, the related actions and views are not available to you. See Enable link objects for more information.
- Editable link classes. The administrator can create additional link classes for an object store and register the classes in the site preferences for the object store. The administrator can also restrict access to that class for specific actions, such as create, modify, and delete. See Editable link classes for more information.
Creating a link
The process of creating links and linking objects includes:
- Identifying the document from which you want to create a link.
- Assigning the class for the link object. The class you choose controls the properties assigned to the link. See About properties and classes for more information on the relationship between classes and properties.
- Assigning the properties for the link you initially created, and then selecting the object to link to.
- Assigning security access for the new link. You define a specific set of users and permissions for the new link.
Modifying and deleting links
Once links are created, they can be modified and deleted, depending on your site preferences. The modification process involves changing the properties assigned to a link. Deleting a link is similar to deleting a document. The link associating one object to another is removed permanently.
Procedures for managing links
Linking action | Procedure |
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To view the links to an object |
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To create a link |
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To modify link properties or security |
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To delete a link object |
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