Object - Category Edition Page

Purpose

This screen will allow you to manage the relationship between any kind of supported fully-fledged object and INXtree nodes (aka "categories"). These relationships embody the membership of the object to the categories in question, as defined by their path in the hierarchical structure of the INXtree. You can create as many relationships per object as needed, some of these being used to classify the object and making it easier to locate afterwards, others to attach the object at a specific spot in a Project report structure.

A extensive presentation of the INXtree itself and its purpose is provided in Concepts. More practical examples on how you might want to structure it are offered in the Pictures Management Workflow and Projects Management Workflow.

Getting There...

This management page is common to all supported fully-fledged object types. To reach it:

First reach the edition page for the specific object that you are interested in and access it in 'edit' mode (or switch to it once you are there).
Scroll down the object edition page until you see the Categories section.
Click on the Edit action link next to it.

Please note that in the case of Tiddlers, multiple objects can be displayed on the Tiddlers (Embedded TiddlyWiki) page at the same time, several of them possibly in 'edit' mode. Make sure to click on the Edit action link for the categories that belong to the correct object. The visual rendering of the page should make that clear enough.

Supported actions

The Object - Category Edition Page supports the following actions:

Level-1: attaches the object currently being edited exactly one level above in the INXtree. This action modifies an existing relationship, it doesn't create a new one. No further confirmation is required.
Unlink: removes the link between the object currently being edited and the selected category. No further confirmation is required.

Beyond that, this page will also let you modify existing relationships in different ways and create new ones (see the link actions section below). But the actual logic behind these is implemented elsewhere.

Fields

The "object - category relationship" record doesn't have any field at this stage that could be edited separately here, outside of what the action links and selector screens already described provide.

Controls

Object name

The first row below the page header displays the name of the object currently being edited. This name will always contain a link (typically the object type prefix letter -- see Objects and Metadata Types -- followed by its ID). Clicking on it will lead you back to that object edition page in 'view' mode.

Link actions

For each existing relationship in the list, the last column of its row contains links that correspond to actions to be performed on the relationship record.

Level-1: attaches the object currently being edited exactly one level above in the INXtree. This action modifies an existing relationship, it doesn't create a new one. No further confirmation is required.
Unlink: removes the link between the object currently being edited and the selected category. No further confirmation is required.
Level+: opens the Category Selector in a new window. This allows you to select any other category, anywhere in the INXtree (either below, above or in a completely different branch), and replace the current relationship with it. When the new target node has been selected and you close the Category Selector window, please use the Refresh function of your browser ([F5], typically) to make your latest change visible.

In addition to this, a global action is available on the last row (bottom right corner) of the list:

Add: opens the Category Selector in a new window. This allows you to select any category in the INXtree (not already linked to the current object) to form a new relationship with the object currently being edited. When the target node has been selected and you close the Category Selector window, please use the Refresh function of your browser ([F5], typically) to make your latest addition visible in the list.

Related pages menu

The exact contents of this menu depends on the type of object currently being edited.

Edit this <object> some more... link: Returns you to the current object record in edit mode. Use this link to further edit the object in question.
Add a new <object> link: Opens the form that allows you to create a new object record of the same type. Usefull when creating multiple records in sequence.