Resources list

Via a Resources list you can access external files in your scorecards, i.e. you can display files on web pages, e.g. include a document in a web page, where the document is stored as a file resource.

 

In this context, Resources are objects that contain external files and connections. These are loaded into the system via Resources in Configuration Studio.

 

A Resources list will appear on the web page for the element and contain a list of the resources available. A file can be opened by clicking on the icon beside it.

 

How to create a Resources list in Configuration Studio

To add a Resources list element to a scorecard element, right click the parent element to which it belongs, choose Add -> File view -> Resources view list.

Properties

General

• Name - the name "Resources list" is generated automatically but it may be changed

• Description - an optional text describing the object

 

Configuration

• Resource category - a drop-down list containing the categories that have been created in Resources in Configuration Studio. Choose the category that contains the file or files you want to use. Note that all files in the category will be displayed, if they fulfil the criteria you specify below.

 

Time filter

By entering Time adjustments in the From and To fields you can specify the interval for which you wish to display files. This interval will be compared to the date on each file. If no time adjustments are entered files from within the default period will be displayed.  

• From - the starting date for the interval. Default value is -10y

• To - the end date for the interval. Default value is +10y

Example:

You have uploaded a file in February, and you want the file to be displayed in February, March and April only. Select -2M in the 'From' field, which will display files with dates from the currently selected period and two months back in time.

• • Select March - January/February/March files will be displayed

  • Select April - February/March/April files will be displayed

  • Select May - March/April/May files will be displayed, but your February file will no longer be displayed

 

With Time adjustments BOP and EOP are always implicit, so the functions entered adjust BOP and EOP for the period you are currently using.

Example: If the period is monthly and you enter -BW in From and +EW in To, the result will be all files from the beginning of the first week that ends the current month to the end of the last week that starts in the current month, so you may see files from the end of the previous month until the beginning of the next month.

 

By using -BY in "From", files from the beginning of the year until the current date will always be displayed, i.e. YTD setting will be overridden.

 

Undated Resources will not be displayed.

 

Files that are uploaded via Configuration Studio or Web Config are given today's date. Files that are uploaded via a Resource list element on the web page (see below) are given the first date in the current period, e.g. a file added Jan. 14th will be dated Jan. 1st.

 

Offer to open legacy .odt files as

If you have documents that are stored as legacy .odt files (OpenOffice format), you have the option to open them in MS Word and/or PDF format in addition to OpenOffice format. Select one or all of the following alternatives. An icon that corresponds to the file format will be displayed beside each file name on the web, and by clicking the icon you can open the file in that format.

• MS Word (DOC)

• Open document (ODT)

• PDF document (PDF)

It is not possible to open other files than .odt files in OpenOffice.

 

Filter

Files that are uploaded as Resources may be assigned to a specific organization or model object.

• You can assign organization and/or model object when you upload files to Resources.

• You can configure the model object for reports that are published as resources in the Reporter configuration.

• If a report file is generated via an Action button that starts a Workflow Run report action, the Model object for it will be the object where the Action button is located.

• The Model object property for a file may be added or changed manually in Resources.    

In a Resource list, you can choose to include only resources for the current organization or organization hierarchy by using Filter by organization or for a certain parent object using Filter resource by model object.

You have these alternatives:

• Filter by organization - mark the box to include only files with the current organization and/or its suborganizations

  • Depth - which organizations to include

    • This

    • Subs

    • All

• Filter by resource model object - mark the box to include only files with the current model object as parent

  • Model object ID - if you want to filter by a different object, enter a token string that returns the ID of the model object to filter by

The tag must resolve to an ID. If the tag is invalid, nothing will be included in the Resource list.

Use a token expression to create a dynamic filter, e.g. ${this.object.id}, ${this.object.parent.id}.

It is not possible for a user to filter by a model object he/she does not have access to.

• Include unassigned - mark the box to include resources with no organization set

If no filters are turned on, all resources, including those that are not assigned, will be displayed.

 

Visibility

• Enable file upload - When file upload is enabled you can upload files on the web, e.g. users can add attachments to scorecard objects the same way they can add comments. The file will be added to the Resource category you selected above. If no category is selected, a category with the same name as the Resources list will be created, and the file will be added under this new category.

Files that are to be uploaded on the web may not be bigger that 500MB.

 

Lifetime

Layout

Miscellaneous

Visibility

Version 5.1.2.0

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