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If you have a problem understanding how the action works, check: Action, Conditional execution, Components parameters
Basic information
Category: Attachment
Action location: Table
Available from version: 1.0.5
Description
Action adds a set of options for managing documents in the process in selected column. There are 6 options for preview, adding, detaching, checking out, saving change and canceling change. They are displayed in the form of buttons or a drop-down context menu in the form of an icon. Action configuration allows to define which buttons will appear in each row of the table. Component has a context variable called Selected row that stores selected row number. Thanks to this variable it is possible e.g. to set a different document class or button name depending on the selected row. In the activity history only document preview button is displayed, unless hidden.
Configuration parameters
Parameter name | Description | Paremeter type | Default value | Field type | Comments and restrictions | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Display method* | Defines the form in which the document management functions should be presented in the table. Selecting the context menu will build an icon with a drop-down context menu containing the options that have been defined in the following parameters. When buttons are selected, buttons will be created instead of the menu icon. | Text | Buttons | Uneditable drop-down list |
| ||||||
| Column for icon or buttons* | Column in the table where the context menu or buttons should appear. | Variable | Editable field | Variable in the table where the actions have to be displayed. Tabular variable has to be read-only. | |||||||
| Column for file id* | Feedback column for the attached file. | Variable | Editable field | Tabular variable must have defined text type instead of integer. | |||||||
Column for document id | Feedback column for the attached document. Value is returned when adding a document. | Variable | Editable field | Tabular variable must have defined text type instead of integer. | |||||||
| Column for file name | Feedback column for the attached document. Value is returned when adding a document. | Variable | Editable field | ||||||||
| Column for upload date | Feedback column for the attached document. Value is returned when adding a document. | Variable | Editable field | ||||||||
| Column for description | Feedback column for the attached document. Value is returned when adding a document. | Variable | Editable field | ||||||||
| Column for document class | Feedback column for the attached document. Value is returned when adding a document. | Variable | Editable field | ||||||||
| Hide show button* | Field set to yes hides the button and related configuration. Show button allows to view attached file in a new window. If the file format makes it impossible to read contents of the file, it will be downloaded to local disk instead. | Logic | No | Editable field | |||||||
| Show button name | Name of the document show button. | Text | Pokaż załącznik | Editable field | In case of choosing in Display method parameter buttons instead of context menu, then text will be displayed as a tooltip. | ||||||
| Show button icon | Name of the icon that is displayed within the button element. | Text | zoom | Uneditable drop-down list | Name of the icon selected from the drop-down list. | ||||||
| Show newest version* | Preview displays newest document version. | Logic | No | Uneditable drop-down list | |||||||
| Hide add button* | Field set to yes hides the button and related configuration. Adding allows to attach a document to the process. | Logic | No | Uneditable drop-down list | |||||||
| Add button name | Name of the document add button. | Text | Dodaj załącznik | Editable field | In case of choosing in Display method parameter buttons instead of context menu, then text will be displayed as a tooltip. | ||||||
| Add button icon | Name of the icon that is displayed within the button element. | Text | add | Uneditable drop-down list | Name of the icon selected from the drop-down list. | ||||||
| Class names | Names of document classes that will appear on the list in the document add window. | Text values table | Uneditable drop-down list | If there is no any typed value, all document classes will be displayed in the document add window. | |||||||
| Show indexes* | Displays the document class index configuration window in the add Document window. | Logic | No | Uneditable drop-down list | File adding window configuration. | ||||||
| Check adding permissions* | Checks the user's permissions to the document class while adding a document. | Logic | Yes | Uneditable drop-down list | File adding window configuration. | ||||||
| Choose the first class* | Selects the first class from the list of classes in the add document window. | Logic | Yes | Uneditable drop-down list | File adding window configuration. | ||||||
| Description of the file | Filling in description of the file value in the window for adding documents. | Text | Editable field | File adding window configuration. | |||||||
| Message of successful attachment of the document* | Content of the message that will be displayed in the tooltip after the document has been correctly attached to the process. Text can be saved using HTML tags. | Text | Dodano nowy dokument | Editable field | |||||||
| Hide detach button* | Field set to yes hides the button and related configuration. Detaching removes the document from the archive or detaches the document from the process, depending on the configuration of the other parameters in this section. | Logic | No | Uneditable drop-down list | |||||||
| Detach button name | Name of the document detach button. | Text | Odłącz załącznik | Editable field | In case of choosing in Display method parameter buttons instead of context menu, then text will be displayed as a tooltip. | ||||||
| Detach button icon | Name of the icon that is displayed within the button element. | Text | delete | Uneditable drop-down list | Name of the icon selected from the drop-down list. | ||||||
| Deleting from the archive* | If set to yes, the file is removed from the archive during detach operation. However, an option set to no will detach the file from the process. | Logic | No | Uneditable drop-down list | Note that depending on how this parameter is set, the permissions for detach button will be checked in a different way. Parameter set to Yes:
Parameter set to No:
| ||||||
| Delete a row* | If set to yes, the row will be deleted and the document will be detached. If set to no, the row remains, and the document information is deleted in that row. | Logic | No | Uneditable drop-down list | |||||||
| Warn against detach* | If set to yes, the confirmation window will be displayed before the document is detached. However, setting it to no causes that documents are immediately detached. | Logic | Yes | Uneditable drop-down list | |||||||
| Window title | Confirmation window title. | Text | Odłączanie załącznika | Editable field | |||||||
| Content of the window | Content that will appear in the confirmation window. Pressing YES will perform the action (detach the document). | Text | Czy na pewno chcesz odłączyć dokument? | Editable field | |||||||
| Hide check out button* | Field set to yes hides the button and related configuration. Setting to yes causes that check out and cancel buttons will be displayed along with the check out button. All three together provide an ability to create new versions of files for a specific document. | Logic | Yes | Uneditable drop-down list | |||||||
| Check out button name | Name of the document check out button. | Text | Editable field | In case of choosing in Display method parameter buttons instead of context menu, then text will be displayed as a tooltip. | |||||||
| Check out button icon | Name of the icon that is displayed within the button element. | Text | Uneditable drop-down list | Name of the icon selected from the drop-down list. | |||||||
| Check in button name | Name of the document check in button. | Text | Editable field | In case of choosing in Display method parameter buttons instead of context menu, then text will be displayed as a tooltip. | |||||||
| Check in button icon | Name of the icon that is displayed within the button element. | Text | Uneditable drop-down list | Name of the icon selected from the drop-down list. | |||||||
| Cancel change button name | Name of the document cancel change button. | Text | Editable field | In case of choosing in Display method parameter buttons instead of context menu, then text will be displayed as a tooltip. | |||||||
| Cancel change button icon | Name of the icon that is displayed within the button element. | Text | Uneditable drop-down list | Name of the icon selected from the drop-down list. |
Parameter*- mandatory field
Action takes into account system users' rights to document classes. Therefore, if the user does not have the appropriate permissions to perform specific actions allowed by this action, buttons related to these actions will not appear in the process.
Context variables
| Context variable name | From version | Description | Parameter type |
|---|---|---|---|
| Selected row | 1.0.10 | Stores the index information of the currently set row. | Integer |
In case of detach button, that is, the action of removing or detaching a document from a process, it is checked whether the user is the owner of the file and its newer versions. If the user does not own the file (did not add the file to the process) or its newer versions when trying to detach or delete, the operation will not be successful because the button will not be displayed. For example, if there are 3 versions of a document in a dynamic table, with the first two added by user X and the third by user Y, it will not be possible to detach the second version by user X.
Configuration example
- Action with parameter Display method set to buttons
Example of use
- Action with parameter Display method set to buttons
- Table before adding the document
- Table after adding the document
- Table after checking out the docucment
- Table after checking in the document
- Table after detaching the document
File ID that does not exist in the table
If there is a file identifier in the table that does not exist in the archive, then the set of options used to manage the files in the given row will be replaced with a single button indicating the error related to the failure to find the file. Clicking on this button will clear the entire line and return to the starting point of the action.
The case where this issue occurs might be when you copy a line with an attached file and then detach one of the two files with the delete from archive option set to true.
After detaching the file from the second line, the first line contains a button indicating that the file does not exist in the archive as an error.
Change log
1.0.5
- Adding a component
1.0.10
- Hiding buttons
1.0.16 (applicable documentation)
- Adding check out and check buttons
1.0.18
- Adding a button informing about the error of a non-existent file
1.0.25
- Added "Show newest document version" option
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