Changes

Jump to: navigation, search

Custom Field Type: Upload - Single File Storage

920 bytes added, 14:26, 2 October 2009
no edit summary
[[Image:Cf27.png]]
<u>'''General Description'''</u>
Stores a single file into a single field. This field type is used to store a single uploaded document.
<u>'''==Field Options''' </u>=====General===
* '''Display Order''': The order (relative to other fields) in which this field is displayed
* '''Track Changes''': Keeps track of changes made to this field (File name, upload date and user name only; file versions are not retained)
<u>'''Special ===File Options for Field'''</u> ===
*'''Allow External Access''' - if there is an externally enabled report that includes this Single File field, anyone viewing the report will be able to click on the file names listed on the report for this Single File field and view the underlying file. *'''File Index''' – enables file indexing and full text searching using the Lucene full text search engine that is built into [[SmartSimple]]. * '''Enable Online Editing''' - when enabled an '''edit''' button will appear next to the documents in this field that will allow you to edit the documents online. When the changes are saved the updated document will automatically be saved back into the appropriate Multiple Files field. (''Note: documents with special characters such as apostrophes in the file name will not be editable'') See [[Online File Editing]].* '''Workflow on Upload''' -
<u>'''===Field Formatting Options'''</u> ===
* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font>
* '''[[Visibility Condition]]''': Conditions upon which the field is visible
<u>'''===[[Role Field Permissions|Role - Field Permissions]]'''</u> ===
These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.
<u>'''===[[Status Field Permissions|Status - Field Permissions]]'''</u> ===
* ''Only present within the [[Universal Tracking Application]]''
These [[Status Field Permissions|fields]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
<u>'''==Special Field 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).
6. Click the '''Save''' button.
<u>'''===[[Display Additional File Attributes for PDF Documents]]'''</u>===
* If the '''Single File''' field is going to store a PDF file, you can also create a [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] field to display additional attributes about the file (called Meta Data).
* The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.
* See [[Display Additional File Attributes for PDF Documents]] for details on how this is accomplished.
 
===Online Editing===
* If a file is being edited by one user it will be shown as checked out to prevent other users from trying to edit it at the same time.
* With online editing enabled:
:[[Image:SFFEdit.png]]
* File checked out by another user:
:[[Image:SFFOut.png]]
 
===Emailing Document===
* The document stored within this file can be E-mailed from within [[SmartSimple]] by clicking the '''Lookup...''' button (which may have been re-labelled with the Button Label option described above) and then clicking '''Email'''.
[[Category:Custom Fields]]
0
edits

Navigation menu