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Oracle® Fusion Middleware User's Guide for Oracle WebCenter Portal: Spaces
11g Release 1 (11.1.1.6.0)

Part Number E10149-11
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63 Working with the Links Service

This chapter describes how to use the features provided through the Links service. The Links service provides a way to view, access, and associate related information.

This chapter includes the following sections:

Audience

This chapter is intended for users who want to view, create, and manage links.

Such users must be granted, minimally, the space-level permission View Pages and Content to view links. They can view shared links only for resources for which they have view permission.

Authenticated users who plan to create and manage links require the space-level permission Customize Pages and Edit Content. They must have view permission on the resource. For more information, see Section 52.2.1.2, "Understanding Permissions and Permission Models in a Space."

Note:

Tasks discussed in this chapter are not available if the Links service is not enabled in the current space.

63.1 What You Should Know About the Links Service

Linking gives users a means of explicitly associating two objects with each other through easy-access reference points, called links. The Links service assists with setting up these links from one application object to another. For example, using links you can associate a project plan document with a list of project issues. When users access the list, they can also immediately access the project plan by clicking a link that appears on the list (Figure 63-1). This service also provides a quick way to create new objects when establishing a link.

Figure 63-1 A Link on a List Row

Link on a list row

Links are scoped to spaces. For example, the links that display in the Finance space differ from the links that display in the Infrastructure space, even though links are accessed from the same places in both spaces. The objects to which you can link also depend on which services have been enabled in your application.

Anywhere you see a Links icon, you can create a link to both new and existing content.

There are two Links icons that each indicate the state of the Links dialog:

Use the Link to Existing option in the Links dialog to link to existing application objects, such as documents, discussion forum topics, and announcements. For more information, see Section 63.2.1, "Linking to Existing Objects."

Use the Link to New option in the Links dialog to both create an application object and link to it in a single operation. Choose Link to New to upload and link to documents, create and link to discussion forum topics, enter the URL of a web page to link to, and create and link to other types of items. For more information, see Section 63.2.2, "Linking to New Objects."

You can create links from announcements, discussions, documents, events, lists, and pages.

The items you can link to differ between the Link to New and Link to Existing lists. For example, while you can link to a new note, you cannot link to an existing note. Additionally, the items you can link to from a Home space differ from those you can link to from a space. Table 63-1 lists the types of objects you can link to and from.

Table 63-1 Linking to Objects

Object Type Link to New Resource Link to Existing Resource Home Space Space

Announcement

No

Yes

No

Yes

Discussion Topic

Yes

Yes

No

Yes

Document/Wiki

Yes

Yes

Yes

Yes

Event

Yes

Yes

No

Yes

Note

Yes

No

Yes

Yes

URL

Yes

No

Yes

Yes


Given the right permission, other users can see your links, and you can see other users' links. For most services, what you can do with a link (such as view, create, delete) is handled by your Links permission. However, with the Notes service, you can delete a link only if you also have delete permission on the Notes service. For more information on Links permission, see the section "Managing Application Roles and Permissions" in Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter Portal.

What you can do with the linked object is handled by the target object's security.

Links retain their originating location. For example, if you create a link on a list row, then that link appears only on that row, and not on all the other rows in the same list. Suppose you link to an article about a particular widget from the list row that describes that widget. The link to that article appears only on that row's Links dialog (Figure 63-4). It does not display on the Links dialog associated with the other rows on the same list.

Figure 63-4 The Links Dialog

Links dialog box

Most Links are also bidirectional. That is, when you create a link from a discussion to a document, a return link from the document to the discussion is automatically created. This bidirectional relationship holds for most, though not all, links. Links on notes, URLs, and list rows do not create a reciprocal link on the link target. For example, if you create a link from a document to a note, from a document to a URL, or from a list row to a document, then a reciprocal link is not created on the link target. However, a link from an entire list (rather than an individual list row) does create a reciprocal link from the target.

63.2 Working with Links Service Features

Many task flows include a linking capability that enables you to associate application objects with other application objects, and with internal and external web pages. For example, the List task flow automatically includes a Links icon on each list and on each list row. Additionally, the Lists page has its own link (Figure 63-5).

Figure 63-5 Link Icons on the Lists Page

Link icons on a List page

Use the Links feature to link to relevant documents, discussions, notes, web pages, events, and announcements. When viewing the details of an event, you can link to the event's agenda. In a list of project assignments, you can link to the functional and design specifications relevant to each assignment. In a discussion forum, you can link to a related discussion, document, web page, or WebCenter Portal: Spaces page. No more fruitless wandering through different lines of business to find information.

This section describes how to link one thing to another and how to access those links.

This section includes the following subsections:

63.2.1 Linking to Existing Objects

This section describes how to use the Link to Existing option on the Links dialog to link to announcements, discussion forum topics, documents, and events currently available in your application.

This section includes the following subsections:

63.2.1.1 Opening the Links Dialog to Link to Existing Objects

To create a link to an existing object, first go to the object from which you want to link and open the Links dialog. From there, the steps vary depending on the type of object you are linking to.

To open the Links dialog:

  1. Go to the object from which you want to link.

  2. Click the object's associated Links icon (Figure 63-6).

    Figure 63-6 The Links Icon

    Links icon

    This opens the Links dialog (Figure 63-7).

    Figure 63-7 The Links Dialog

    Links pop-up panel
  3. From the Links dialog, choose Link to Existing and then the type of object you want to link to.

    For information about what to do next see:

63.2.1.2 Linking to an Existing Announcement

You can bring timely announcements to the highest traffic areas in your application by linking to them.

To link to an existing announcement:

  1. Go to the object from which you want to link to an announcement and click the Links icon.

    For more information, see Section 63.2.1.1, "Opening the Links Dialog to Link to Existing Objects."

  2. From the Links dialog, choose Link to Existing and then Announcement.

    A window listing announcements opens (Figure 63-8).

    Figure 63-8 Existing Announcements

    Existing announcements window
  3. In the window, click the announcement to which you want to link.

  4. Click Link.

    The title of the selected announcement appears on the list of links in the Links dialog (Figure 63-9).

    Figure 63-9 Newly-Added Announcement on Links Dialog

    Announcement on Links pop-up panel
  5. Close the Links dialog.

63.2.1.3 Linking to an Existing Discussion Forum Topic

Help users find answers to questions before they even ask them by linking to relevant discussion forum topics.

To link to an existing discussion forum topic:

  1. Go to the object from which you want to link to a discussion forum message and click the Links icon.

    For more information, see Section 63.2.1.1, "Opening the Links Dialog to Link to Existing Objects."

  2. From the Links dialog, choose Link to Existing and then Discussion.

    A window listing available topics opens (Figure 63-10). If the space or application supports multiple discussion forums, then a dropdown list at the top enables you to switch to a different forum.

    Figure 63-10 Existing Discussion Topics

    Existing discussion topics window
  3. Click the discussion topic to which you want to link.

  4. Click Link.

    The title of the selected discussion topic appears on the list of links in the Links dialog (Figure 63-11).

    Figure 63-11 Newly-Added Discussion Topic on Links Dialog

    Discussion topic on Links pop-up panel
  5. Close the Links dialog.

63.2.1.4 Linking to an Existing Document

To save users from having to search for documents in the document library, link to them directly. For example, link to a meeting's agenda directly from the meeting's event details.

To link to an existing document:

  1. Go to the object from which you want to link to a document and click the Links icon.

    For more information, see Section 63.2.1.1, "Opening the Links Dialog to Link to Existing Objects."

  2. From the Links dialog, choose Link to Existing and then Document.

    The Link to Existing Document dialog opens (Figure 63-12).

    Figure 63-12 Existing Documents

    Existing documents window
  3. Choose the document, and click Select.

    The document link appears on the list of links in the Links dialog (Figure 63-13).

    Figure 63-13 A Document Link on the Links Dialog

    Document link on the Links drop-down menu
  4. Close the Links dialog.

63.2.1.5 Linking to an Existing Event

You can link to information about events that are relevant to the current object. For example, you could provide a link from an issues document to an event scheduled to discuss those very issues.

To link to an existing event:

  1. Go to the object from which you want to link to an event and click the Links icon.

    For more information, see Section 63.2.1.1, "Opening the Links Dialog to Link to Existing Objects."

  2. From the Links dialog, choose Link to Existing and then Event.

    A window opens listing all of the events you can access.

    Figure 63-14 Existing Events

    Existing events window
  3. In the window, click the event to which you want to link.

    The title of the selected event appears on the list of links in the Links dialog (Figure 63-15).

    Figure 63-15 Newly-Added Event on Links Dialog

    Event on Links pop-up panel
  4. Close the Links dialog.

63.2.2 Linking to New Objects

When you use Link to New, you accomplish two things at the same time: you create a new object, and you create a link to that object. Use the Link to New option on the Links dialog to link to a new discussion forum topic, a new document, a new event, a new note, or a web page.

This section describes how to link to these types of objects. It contains the following subsections:

63.2.2.1 Opening the Links Dialog to Link to a New Object

When you want to create a link to a new object, the first thing to do is go to the object from which you want to link and open the Links dialog. From there the steps vary depending on the type of object you are linking to.

To open the Links dialog:

  1. Go to the object from which you want to link.

  2. Click the object's associated Links icon (Figure 63-16).

    Figure 63-16 The Links Icon

    Links icon

    This opens the Links dialog (Figure 63-17).

    Figure 63-17 The Links Dialog

    Links pop-up panel
  3. From the Links dialog, choose Link to New and then the type of object you want to link to.

    For information about what to do next see:

63.2.2.2 Adding and Linking to a Discussion Forum Topic

You can create a new thread directly from the object that first prompted the discussion, adding a link at the same time.

To link to a new discussion forum topic:

  1. Go to the object from which you want to link to a new discussion forum topic and click the Links icon.

    For more information, see Section 63.2.2.1, "Opening the Links Dialog to Link to a New Object."

  2. From the Links dialog, choose Link to New and then Discussion.

    The Link to New Discussion Topic dialog opens (Figure 63-18).

    Figure 63-18 Link to New Discussion Dialog

    Link to New Discussion dialog box
  3. If the space or application supports multiple discussion forums, then in the Forum list, choose the forum in which you want to create the discussion topic.

  4. In the Subject field, enter a subject for the new topic.

  5. In the Message field, enter the topic content.

  6. Click OK.

    The topic is added to the selected discussion forum, and the link is added to the Links dialog.

  7. Close the Links dialog.

63.2.2.3 Adding and Linking to a Document

When viewing an object, such as a discussion forum topic, you might be aware of an informative document that would help other viewers of the object. You can add the document or wiki to the document library directly from the original object, adding a link to it at the same time.

To link to a new document:

  1. Go to the object from which you want to link to a new document and click the Links icon.

  2. From the Links dialog, choose Link to New and then Document.

    The Upload Document dialog opens (Figure 63-19).

    Figure 63-19 Link to New Document Dialog

    Link to New Document dialog box
  3. Click Browse, and navigate to the location of the document you want to upload.

  4. Choose the document, and click Open.

  5. Enter an optional description and change the default destination directory, if necessary. Click the Browse icon to locate a destination, if necessary.

  6. Click Upload.

    The document is uploaded, and the link is added to the Links dialog.

    The location of the uploaded document depends on where you initiated the linking action. The document could be uploaded to the selected space's document library or to the root folder of your WebCenter Portal default document repository connection.

  7. Close the Links dialog.

63.2.2.4 Adding and Linking to an Event

You can create a new event and immediately add a link to it, for example, to schedule a meeting to address issues raised in a discussion forum topic.

To add and link to a event:

  1. Go to the object from which you want to link to a new event and click the Links icon.

    For more information, see Section 63.2.2.1, "Opening the Links Dialog to Link to a New Object."

  2. From the Links dialog, choose Link to New and then Event.

    The Link to New Event dialog opens (Figure 63-20).

    Figure 63-20 The Link to New Event Dialog

    Event Details dialog box
  3. Enter event details as described in Section 61.2.4, "Scheduling Events."

  4. Click Create.

    The event is added and the link is added to the Links dialog.

  5. Close the Links dialog.

63.2.2.5 Adding and Linking to a Note

Create a personal note about another object, maybe to buy doughnuts for the team meeting, or to add an annotation to an object, like an online post-it note. The note is also linked to the object, serving as a reminder whenever you view it.

To add and link to a note:

  1. Go to the object from which you want to add and link to a note and click the Links icon.

  2. From the Links dialog, choose Link to New and then Note.

    The Link to New Note dialog opens (Figure 63-21).

    Figure 63-21 The Link to New Note Dialog

    Link to New Note dialog box
  3. In the Title field, enter a title for the note.

  4. In the Detail field, enter the note content.

  5. Click Create.

    The note link is added to the Links dialog.

  6. Close the Links dialog.

63.2.2.6 Linking to a Web Page

Link to a web page to provide access to additional information.

To link to a web page:

  1. Go to the object from which you want to link to a web page and click the Links icon.

    For more information, see Section 63.2.2.1, "Opening the Links Dialog to Link to a New Object."

  2. From the Links dialog, choose Link to New and then URL.

    The Link to New URL dialog opens (Figure 63-22).

    Figure 63-22 The Link to New URL Dialog

    Link to New URL dialog box
  3. In the Name field, enter a name to use for the link.

  4. In the Address field, enter the URL of the page to which you want to link.

  5. Click Create.

    The link is added to the Links dialog.

  6. Close the Links dialog.

63.2.3 Accessing Link Targets

You access link targets from the Links dialog. Click the Links icon (Figure 63-23) associated with the item of interest, and then click the link you want to open on the resulting Links dialog (Figure 63-24).

Figure 63-23 The Links Icon

Links icon

Figure 63-24 Links in the Links Dialog

Links in the Links dialog box

63.2.4 Deleting a Link

When a link ceases to serve any purpose, you can delete it.

To delete a link:

  1. Go to the object associated with the link you want to delete, such as the document, list, list row, or other item on which the link was created.

  2. Click the Links icon (Figure 63-25).

    Figure 63-25 The Links Icon

    Links icon

    This opens the Links dialog.

  3. Click the Delete icon next to the link you want to delete (Figure 63-26).

    Figure 63-26 Delete Icon Next to a Link

    Delete icon next to a link

63.2.5 Linking in the Rich Text Editor

The Rich Text Editor (RTE) included with the Documents services is an HTML text editor, which you can use to link to existing and new WebCenter Portal resources. For example, this provides a quick way to add and link to a new, empty wiki page.

Figure 63-27 shows the highlighted RTE icons to link to existing or new resources and also to embed an image.

Figure 63-27 New Wiki Document in Rich Text Editor (RTE)

New Wiki Document in Rich Text Editor (RTE)
Description of "Figure 63-27 New Wiki Document in Rich Text Editor (RTE)"

For more information, see Section 41.11, "Using the Rich Text Editor (RTE)."