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Custom Field Type: Upload - Multiple Files Storage

7 bytes added, 14:33, 2 October 2009
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* Uploaded documents.
* Documents that are created using the '''Web Page View''' type field using the '''Store to Server''' option.
<u>'''Field Options''' </u>
==Field Options==
===General===
* '''Display Order''': The order (relative to other fields) in which this field is displayed
* '''Tab Name''': Displays the field under a given tab
* '''[[Caption]]''': The leading question or prologue before the field
* '''Track Changes''': Keeps track of changes made to this field
<u>'''===File Options'''</u><br>[[Image:PDFMerge.PNG]]===
* '''Allow External Access''' - if there is an externally enabled report that includes files in this Multiple Files field, anyone viewing the report will be able to click on the file names listed on the report for this Multiple Files field and view the underlying files.
* '''File Indexing''' – enabled file indexing and full text searching using the Lucene full text search engine, which 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 may not be editable'') See [[Online File Editing]].
* '''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 one with the next appropriate version number.
* '''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'''.
* '''Allow Merging''' - allows the user to select any or all pdf documents in the field to be merged into a single document. Described [[#Allow Merging (PDF files only)|below]].* '''Workflow on Upload''' -
<u>'''===Field Formatting Options'''</u> ===
* '''Sort Order''': Lists several options for ordering the files
* '''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.
==Special Field Options==<u>'''===[[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).
To use the '''Multiple File''' feature requires the use of a Java Applet. If the [[User|user’s]] computer is not permissioned to run Java applets, then the '''Single file''' upload should be used.
===PDF Document Options===
===<u>'''Allow Merging (PDF files only)===</u>'''
* If you are using a Multiple File field to store PDF documents then you can enable a '''Merge''' button:
* When editing a record with a Multiple File field that has "Allow Merging" enabled, the '''Merge files''' button will be present:
* The resultant file cannot have a space in the file name.
===<u>'''[[Display Additional File Attributes for PDF Documents|Display Additional File Attributes (PDF files only)]]===</u>'''
* 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:
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