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Custom Field Type: Upload - Multiple Files Storage

5,322 bytes added, 14:43, 4 May 2020
Field Options
<u>'''Field Display'''</u>__TOC__
[[Image:Cf25.png]] <u>'''==General Description'''</u> == Stores This custom field type stores multiple files into a single field. Files can be uploaded individually or in groups.
This field type is used to store:
* Uploaded documents.
* Documents that are created using the '''Web Page View''' type field using the '''Store to Server''' option.
<u>'''Field Options'''</u>
* '''Allow Empty''': N/A.* '''Default Text''': N/A* '''Options''': N/AUploaded documents* '''Track Changes''': N/A (see version control below)Uploaded media* Documents that are created using the [[Web Page View]] type field using the '''Store To Valueto Server''': Yes <u>'''Special Options for Field'''</u> option.
* '''Keep Version''' – provides for version control over documents added. When a second document with the same name is added the name will be appended with V_# (where # is the version number starting at 1).==Field Illustrated==* '''No Deletion''' – suppress the [[User|user’s]] ability to delete any files stored in the field, and manager permission is required by the [[User|user]] to delete an '''Allow Delete Multiple Files Fields'''.* '''Index''' – enabled file indexing and full text searching using the Lucene full text search engine, which is built into [[SmartSimple]]. <u>'''Field Validation'''</u> View Mode:
* '''Type''': N/A* '''JavaScript Validation'''[[Image: N/AView-mode_cft.png]]* '''Message'''Edit Mode: N/A* '''HTML Tag''': N/A <u>'''Field Formatting Options'''</u>
* '''Height''': N/A '''Measure'''[[Image: '''Default'''Edit_mode_MultiFile.png]]==Field Options==All common options: <br />[[Custom Fields – General Information#General_Settings|General Settings]]<br />[[Custom Fields – General Information#Permissions & Availability|Permissions & Availability]]<br />[[Custom Fields – General Information#Classic Options|Classic Options]]<br />* '''Sort Order''': Files can be ordered by '''File Name'''For further information, '''File Size''' or '''Updated Date''' (descending)please refer to [[Custom Fields – General Information]].<br /><br />* '''Width''': NOptions listed below are specific to this particular field type.<br /A '''Measure''': '''Default''':>* '''Number Format''': N/A{{SecurityOptions}}* '''Style''': Yes{{EnableOnlineEditing}}* '''Tool Tip''': Yes{{RealTimeVirusScan}}
<u>''Other Options'[[Indexing Multiple and Single File Fields]]'''</u> The '''Link Multiple File Field''' and the '''Link Single File Field''' both support a file index feature. Using this feature provides the ability to search documents attached to the field (subject to the [[User|user]] having permission to access the field). <u>'''File Types Supported'''</u>
* '''File Index''' – enabled file indexing and full text searching using the Lucene full text search engine, which is built into [[SmartSimple]].* '''Create Optimized Image Version''': If checked, a small version (thumbnail) will be created when the user uploads an image. The thumbnail image will be compressed and restricted to 1024 pixels wide. The thumbnail can be called using the syntax @fieldname.compressedlink@. This feature is intended to improve the load time of pages displaying many high resolution images.* '''Enable Annotation''' – allows users to add [[PDF Annotation|annotations]] to uploaded PDF documents from within the SmartSimple system.<!--* '''Disable Email Button''' - removes the option to email uploaded documents-->* '''Keep Version''' – provides for version control over documents added. When a second document with the same name is added the name will be appended with V_# (where # is the version number starting at 1). Similarly if you have enabled Online Editing above the updated version will not overwrite the original but will add a document one with the next appropriate version number.* '''Disable Delete''' – suppress the [[User|user’s]] ability to delete any files stored in the field. The '''Allow Delete Multiple Files Fields''' [[Manager Permissions|manager permission]] is required by the [[User|user]] to bypass this file you must make sure that restriction.* '''Enable Merging''' - allows the user to select any or all pdf documents in the field to be merged into a single document can be indexed for searching. The following types of Described [[#PDF Document Options|below]].* '''Document Console''' - Enabling the [[Document Console]] allows the user to easily preview and print the documents are supportedcontained in the Multiple File field. [[File: Microsoft Documentconsolefin.jpg|thumb|right|link=|300px|Example of [[Document Console]]]]* '''Auto Convert Documents to PDF on Upload''' - Automatically converts Word Documents into PDF versions of the same document asynchronously.* '''Enable Excel Parsing''' - parse an uploaded Excel files and populate mapped fields based on the files' content see [[Excel_Parser|Excel, Adobe PDF, HTML and RTF Parser]].* {{FileTypeRestriction}}* '''Maximum File Size''' - drop-down with options to allow a limit on the file upload size* '''File Name Restriction''' - Allows you to enforce a file naming convention to filesuploaded to SmartSimple. See the [[File Name Restriction]] page for more information.* '''Workflow on Upload''' - Allows you to define a [[Workflow]] that will be triggered whenever a file is uploaded to this field.{{Media Library Field Options}}
<upre style="white-space: -o-pre-wrap; word-wrap: break-word;">'''Ensuring that PDF Files are searchable'''The ability to delete files from Multiple File fields is granted to roles using the Allow Delete on MultiFile Fields Manager Permission.</upre>
* If using PDF you must ensure that the files are text-searchable. You can test for this functionality by opening the file with Adobe Acrobat Reader and ensuring that the '''Select Text''' tool can be used to select text from the file.{{FileSizeUpload}}
<u>==Special Field Options=====[[Indexing Multiple and Single File Fields]]===The '''Indexing after uploadingUpload - Multiple Files Storage'''</u> The and the '''indexingUpload - Single File Storage''' function takes place when the file is first uploaded so if you decide to index both support a file file after the file is uploaded you must re-index the fieldfeature. Use Using this feature provides the following steps ability to search documents attached to index the field: 1. Locate and edit (subject to the [[Custom FieldUser|user]]having permission to access the field).
2. Click the <u>'''File IndexTypes Supported''' check box.</u>
3* When you add a document to this file you must make sure that the document can be indexed for searching. Click the '''Save''' buttonThe following types of documents are supported: Microsoft Word and Excel, Adobe PDF, HTML and RTF files.
4. Click the <u>'''File IndexEnsuring that PDF Files are searchable''' tab.</u>
5* If using PDF you must ensure that the files are text-searchable. Click You can test for this functionality by opening the file with Adobe Acrobat Reader and ensuring that the option button '''Re-index all files in this field now!Select Text'''tool can be used to select text from the file.
6. Click the '''Save''' button. <u>'''Disabling a File IndexIndexing after uploading'''</u> If you wish to disable the '''File Index''' function and no longer make attached files searchable use the following steps: 1. Locate and edit the [[Custom Field]].
2. De-select the * The '''File Indexindexing''' check boxfunction takes place when the file is first uploaded so if you decide to index a file after the file is uploaded you must re-index the field.Use the following steps to index the field:
3# Locate and edit the [[Custom Field]]. # Click the '''File Index''' check box.# Click the '''Save''' button.# Click the '''File Index''' tab.# Click the option button '''Re-index all files in this field now!'''# Click the '''Save''' button.
4. Click the '''File Index''' tab. 5. Click the option button '''Remove index from all files in this field now!''' 6. Click the '''Save''' button. <u>'''NotesDisabling a File Index'''</u>
Files can be uploaded individually or in groups.* If you wish to disable the '''File Index''' function and no longer make attached files searchable use the following steps:
When # Locate and edit the [[Custom Field]].# De-select the '''File Index''' check box.# Click the '''Save''' button.# Click the '''File Index''' tab.# Click the option button '''Remove index from all files in this field now!'''# Click the 'Edit''Save' Mode, the following buttons will be displayed:'' button.
[[Image:Cf26.png]]===PDF Document Options=== To use the '''Multiple File<u>''' feature requires the use of a Java Applet. If the Allow Merging ([[User:Category:PDF|user’sPDF]] computer is not permissioned to run Java applets, then the '''Single filefiles only)''' upload should be used.</u>
==PDF Document Options==
 
===Allow Merging (PDF files only)===
* If you are using a Multiple File field to store PDF documents then you can enable a '''Merge''' button:
[[Image:PDFMerge.PNG]]* If Allow Merging is enabled, when When editing a record with a Multiple File field a that has "Allow Merging" enabled, the '''Merge files''' button will be present:[[Image:PDFMerge2Mergefile.PNGpng]]* Clicking the '''Mergefiles''' button will allow you to select which PDF documents that are already stored in the field you wish to merge into a single PDF document, as well as the sequence in which they are merged.
* The resultant document will also be stored in the Multiple File field. The original documents will not be changed.
* This feature will provide for easier printing of "sets" of documents.
* The resultant file cannot have a space in the file name.
 
'''Note about Merging:''' Any PDF files that have the '''Content Copying''' or '''Content Copying or Extraction'''
security restriction in place '''cannot''' be merged.
* The settings can be viewed by opening the PDF and clicking
File > Document Properties > Security (steps may vary depending on the version of your PDF reader)
See also: [[Display Additional File Attributes for PDF Documents]]
 
<u>'''[[Display Additional File Attributes for PDF Documents|Display Additional File Attributes (PDF files only)]]'''</u>
===Display Additional File Attributes (PDF files only)===
* This feature allows you to display extra information (also called Meta Data) extracted from each PDF into the list view of the files stored in this field.
* This is done using the '''Extra Columns''' section:
* Please see [[Display Additional File Attributes for PDF Documents]] for details.
==Variables==
The following extensions can be used with Multiple File fields:
 
* '''.numOfPages''': the total [[PDF Page Count|number of pages in all PDF files]] stored in the field.
* '''.numOfFiles''': the number of files in the field.
 
: Example: To validate if the custom field has any uploaded files:
: ''"@level1.Link-Multiple Files custom field name.numOfFiles@">0''
* '''.uploadlink''': the URL that can be used to upload a file to the field.
* '''.value''': the filenames of the files separated by pipes (|) with file identifiers.
* '''.filenames(''separator'')''': the filenames of the files separated by the ''separator'' entered between the parentheses.
* '''.files''': the URL/path to each of the files separated by pipes (|).
 
'''NOTE''': To display a list of files in a table format with hyperlinks to the files just reference the fieldname. e.g @Annual Financial Documents@
 
Example:
Upload file function using hyperlink:
 
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;"><a href="@Additional Files.uploadlink@" target="_blank">Click Here to upload</a></pre>
 
Upload file function as a button:
 
<pre style="white-space: -o-pre-wrap; word-wrap: break-word;"><input class="Button" type="button" value="Upload Files" /></pre>
 
==HTML 5 Upload feature==
A new HTML 5 format for the file upload feature on [[Custom Field Type: Upload - Multiple Files Storage|multiple file]] fields has been implemented as of May 2013. The new uploader obviates the need for a Java applet plug-in; end users are no longer required to install anything in order to upload multiple files. Note that HTML 5 is available on the following [[browsers]]:
 
* Internet Explorer [http://windows.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10.0 and higher
* Firefox [http://www.mozilla.org/ download]
* Chrome [http://www.google.com/chrome/ download] <br />
[[Image:HTML5UploadNew.png|500px]]
 
Any user that is not using one of these browsers will continue to use the file upload applet, which will require installing the Java applet plug-in.<br />
[[Image:JavaAppletUpload.png|500px]]
 
==Notes==
<!--* Use of the '''Multiple Files...''' button requires the use of a Java Applet that will be automatically installed on your PC. If the [[User|user’s]] computer does not allow installation or execution of Java applets then the '''Single file''' upload should be used.-->
* Commas in the file names of uploaded files will be replaced automatically with underscore characters ("_"). This is to prevent errors with JavaScript execution.
 
==See Also==
* [[What is the Spool Folder Setting in the Global Settings?]]
* [[Indexing Multiple and Single File Fields]]
* [[:Category:PDF]]
* [[PDF Annotation]]
* [[Validating File Attributes]]
* [[Custom Field Type: Upload - Single File Storage]]
{{CustomFieldPageFooter}}[[Category:Custom FieldsFiles]]
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