VISUAL PLANNING 5.3 DOCUMENTATION

Attachment heading

DEFINITION

This is a type of heading for dimension or form.

Attachment heading allows to attach a file or Web page to a resource or an event.

This can be:

  • a link,
  • an uploaded file on VISUAL PLANNING server,
  • an uploaded file on another Web server using WebDAV protocol.

SETTING

Create a heading

To create a Heading, you must go to Global Settings panel:

  • Right click on the dimension's name> Create heading > Attachment
  • or Right click on the form's name> Create heading > Attachment
  • or Right click on the name's heading > Create heading > Attachment

The lower part of Global Settings is then activated

Specify the characteristics of the heading, then confirm by clicking OK.

This setting is also accessible by another entry point (c.f Global Settings).

Characteristics of an Attachment heading are the following:

Name

This is the heading's name.

Description

This is the heading's optional description.

Type

The type is Attachment.

Maximum files number

Define mawimum files number to be attached, between 1 and 10 files.

Type of attachment

  • Local : Define the local path of any file or any web page. (eg. links only)
  • Upload files : Upload any files from VISUAL PLANNING's server.
  • WebDAV : Use WebDAV protocol.

Attributes that defines the path

If Upload files is selected, you must define the directory structure with several headings or attributes.

Suffix

If Upload files is selected, the path structure creates a folder at the end of the directory tree.

Prefix

If Upload files is selected, the path structure creates a folder at the begining of the directory tree.

URI WebDAV

If WebDAV is selected, you must define a root WebDAV URI.

webdav://username:password@monserveur.com

Modify a heading

The modification of a Heading involves an important change in the planner's architecture.

It is a powerful act of setting which should not be made without consideration.
(c.f. precautions to take when modifying the settings)

The modification of a heading is done by selecting Global sttings in the heading's panel.

The following lower part is then activated :

Then it is necessary to modify the characteristics (c.f Create a heading), then Validate by clicking on the OK button.

If the modification should not be taken into account, you must click on the Restore button.

c.f. Modify a heading

Delete a heading

The deletion of a Heading involves an important change in the planner's architecture.

It is a powerful act of setting which should not be made without consideration.
(c.f. precautions to take when modifying the settings)

Deleting a heading is irreversible.

c.f Delete a heading

USE

Visualization

These heading's are visualized as all the others: c.f heading's visualization

Attach a document or page

In the properties window of resources : Right click on a resource > Modify or in the properties window of events: Right click on an event> Modify > Tab Form

Attachment heading are visualized like that:

vp5_ressource_edition_rubrique_attachement.jpg

The allows to browse folders to select a file to attach :

vp5_ressource_edition_rubrique_attachement_parcourir.jpg

Drag and drop any documents directly on a event or a resource in order to attach them in the heading.

Drag and drop any E-mail from Microsoft Outlook directly on a resource in order to attach it in the heading.

In the case of a web page, it is possible to write directly into the text box:

vp5_ressource_edition_rubrique_attachement_url.jpg

Launch an attachment

There are two conditions:

  • The document is available from the file manager of the computer that runs it. For a web page, it is necessary to have an Internet connection
  • The client station has an application that is able to read the file. (For example : a spreadsheet for the *.CSV file)

The blue arrow allows to launch the file or the Web page attached.

An other access point to launch attachments is in table mode:

  • schedule view,
  • resources view,
  • events view.

In this case, if several files are attached, a window comes up to select the file to be launched.

Remove an attachment

To remove an attached file it's necessary to highlight the file name and press Delete on the keyboard.

The following message appears :

Use by other features

Print/export
Languages
Translations of this page: