SmartSimple XML Editor Help Page...
The '''SmartSimple XML Editor''' is standalone tool that will allow you to '''download to your desktop''' the files that are stored in [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] custom fields at Level 1 within your [[SmartSimple]] [[Universal Tracking Application]]...
If you wish to have access to this application please contact [[SmartSimple]] support.
::[[Image:UTABrowser2.PNG]]
* '''Important:''' if you have more than one page of records be sure to click on the '''Show All''' button in the upper-right corner of the screen before proceeding to the next step:
:[[Image:UTABrowser3.PNG]]
* You should now click on the check-box in the upper left corner of the screen in order to select all records, or if you want a sub-set of the records displayed you can manually select individual records:
::[[Image:UTABrowser4.PNG]]
:''Selecting all may take a few moments if there are a large number of records.''
:''If you do not see the check boxes in the first column of the Level 1 list view you will need to close the '''SmartFileRetriever''', open your UTA via a Web Browser, go to Settings >> Application Configuration and check to '''Enable Calendar''' in the Level 1 Settings section.
* Once all the desired records have been selected click on the '''Next''' button in the lower left-hand corner of the screen:
::[[Image:UTABrowser5.PNG]]
* The following page will tell you how many records you have selected, and will provide a list of all the [[Custom Field Type: Link – Single File|Single File]] and [[Custom Field Type: Link – Multiple Files|Multiple Files]] custom fields available at Level 1.
* If you wish to download the files stored in all the fields listed click the check box at the top of the list. Otherwise select the subset of fields you wish.
::[[Image:UTABrowser6.PNG]]
* Click '''Next'''
* You will be asked to choose a location to download the files. Select a folder on your local machine and click '''OK'''.
:''If the file download does not start automatically, please click the '''Download''' button on the toolbar.''
* A window will appear to indicate the progress of the download. Any errors will be reported in this window.
* The '''SmartFileRetriever''' window will also show the total number of "Records", "Fields", "Files" and the "Total Size" of the download.
==Results==
Within the folder you selected for the download you will find the following:
* A folder will have been created for each Level 1 record. The folder will be given the same name as the Level 1 record.<br />
::-''If no files were present in any of the selected fields for a given record, no folder will be created for that record.''
::-''If you have not used the Level 1 Standard Field "Application Name", the folders will be named with the Tracking ID of the record.
* Within each Level 1 record folder you will find folder(s) with the same name as the [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Fields that you selected to be downloaded.
::''If no files were present in a given field for that record, no folder will be created for that field.''
* Within each of the folders you will find the files that were stored within the relevant [[SmartSimple]] Custom Fields.
[[Category:Applications]][[Category:Universal Tracking Application]][[Category:Integration]]