Structure of Visual Planning

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Attachment type Heading: configuration

 

Creating a heading

 

In the Settings menu:

 

  • Click on Dimensions > Right-click on a dimension > Create Heading > Choose the type,
  • or Click on Forms > Right-click on a form > Create Heading > Choose the type.
create-heading

The corresponding part then opens:

parametres-rubrique-attachement

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

An Attachment type heading has the following characteristics:

 

Name

Give this heading a name.

If the multi-language management is activated in the Admin center, it will be possible to fill in a name for this heading in the proposed languages by clicking on the v7_adm_en_parametres_generaux_symbole_multilangue button.

Note

Name of the heading in french Pièces jointes
Name of the heading in english Attachments
What is seen in a FR desktop Pièces jointes
What is seen in a EN desktop Attachments

Description

Give the heading a description. This data 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”.

Tip

To have a uniqueness of the storage path, it is possible to use the UID of the event.

 

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 URI

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

webdav://username:password@myserver.com

Modifying a heading

 

To modify a heading you must change the schedule’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 Settings menu. The corresponding part of the window is then enabled.

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

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

Deleting a heading

 

To delete a heading you must change the schedule’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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