CONFIGURATION

Creating a heading

In the General Settings pane:

  • Right-click on a dimension > Create Heading > Choice of type,

  • or Right-click on a form > Create Heading > Choice of type,

The corresponding part then opens:

Specify the characteristics of the heading, then confirm by clicking on the Validate button.

An Attachment heading has the following characteristics:

Name

Give this heading a name.

Description

Give the heading a description. The description is optional.

Maximum number of files

Define the maximum number of files that can be attached to the heading. This number is between 1 and 100 files.

Type of attachment

Define the type of attachment:

  • Local: to define the local path of a file or web page;

  • Upload files: to upload the files onto the VISUAL PLANNING server, a DropBox or a GoogleDrive;

  • WebDAV: to use the WebDAV protocol.

Display

Choose whether the attachments should be displayed as images or a list of files.

Attributes that define the path

If the Upload files attachment type is selected, you must define the structure of the storage directories using the headings of the dimension (in the case of a dimension heading) or the event (in the case of a form heading).

The attributes defining the path will subsequently be referred to as the “Dynamic path”.

Suffix

If the Upload files attachment type is selected, the suffix enables you to add to the storage directory structure by creating a folder at the end of the tree (in relation to the dynamic path).

Prefix

If the Upload files attachment type is selected, the prefix enables you to add to the storage directory structure by creating a folder at the start of the tree (in relation to the dynamic path).

Example of complete path: Upload folder/Prefix/Dynamic path/Suffix/filename.xxx The default upload folder is the “Documents” folder in the VP installation folder.

WebDAV URL

If the WebDAV attachment type is selected, you must define the WebDav URL.

webdav://username:password@monserveur.com

Modifying a heading

To modify a heading you must change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

To modify a heading, select the heading in the General Settings pane. The corresponding part of the window is then enabled.

Now modify the characteristics (see Creating an Attachment heading), then click on the Validate button.

If you do not want the modification to take effect, you must click on the Redo button.

Deleting a heading.

To delete a heading you must change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

Deletion of a heading is definitive.

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