Differences
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attachment_entry_bulk [2017/01/06 13:18] 127.0.0.1 external edit |
attachment_entry_bulk [2017/01/06 13:26] (current) steveclarke |
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- | ===== Attachment Entry ===== | + | ===== Attachment Bulk Update ===== |
- | The Attachment Entry tool is used to create and maintain Attachments which can be added to Items and Exams. Attachments can be graphics (such as as bmp, jpg, png, gif) or rich text stored as HTML. The graphic, rich text and meta about the Attachment can all be maintained here. | + | The Attachment Bulk Update tool is used to apply the same field changes to one or more Attachment records. To change any field, the checkbox for that field must be checked. Then enter or select the new value for the field. Multiple fields can be updated at once. |
- | Authorised users may create, modify or expire Attachment records. Note: you may not expire an Attachment if it is in use (linked to an Item or Exam). | + | {{:attachmenteditbulk.png?600|}} |
- | Attachment Entry is reached from the Main Menu, Item Writing → Attachment Entry | + | To apply the bulk update, click the **Save** button in the bottom right. |
- | {{:wiki:menuattachmententry.png?200|}} | + | A success message will appear in green if the update was successful. A yellow warning message will appear if the update was invalid. A red exception message will appear if the update failed. |
- | This takes the user to the Attachment Entry grid. For more on grid navigation, click [[general_navigation_grids|here]]. | + | To navigate back to the Attachment entry grid click the [[attachment_entry|Return to Attachment Selection]] hyperlink in the bottom right. |
- | {{:wiki:attachmententry.png?600|}} | ||
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- | === Special Filters === | ||
- | The Attachment Entry grid has special filter controls in the title bar. | ||
- | * Include Prior Versions by default is unchecked. This means only the Attachment records that are current version are displayed. When checked, all Attachment records (including previous versions) are displayed. | ||
- | * Include Expired Records by default is unchecked. This means Attachment records that have an Expiry Date prior to today are not displayed. When checked, all Attachment records (including expired) are displayed. | ||
- | * Language Selector is used to display language specific fields for the Attachment records. The Title and Description fields for an Attachment are language specific. Selecting a different language from the selector displays the alternate language values for these fields in the Attachment grid. | ||
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- | {{:wiki:attachmententryspecialfilters.png?600|}} | ||
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- | === Attachment Preview === | ||
- | The Attachment grid has an **Image** column. This column contains a thumbnail view of Attachment images or **HTML**, if the Attachment is rich text. Clicking the thumbnail will pop open a larger view of the Attachment image or its rich text. | ||
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- | {{:attachmententryimagepopup.png?400|}}{{:attachmententryhtmlpopup.png?400|}} | ||
- | ==== Bulk Actions ==== | ||
- | The Attachment grid has bulk actions. Bulk Actions refer to actions taken against a single or multiple selected records. To learn more about selecting records click [[general_navigation_grids#Selecting Records|here]]. If no records are selected when performing a bulk action, a warning message is displayed. | ||
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- | {{:attachmentbulkaction.png?600|}} | ||
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- | * Update will apply the specified field changes to all selected records. FIXME link to bulk | ||
- | * Expire will expire the selected records. | ||
- | * Copy will copy the selected record to another Bank. Note: Bulk Copy of Attachments is not available on Banks with 1 depth level. See [[glossary#Banks and Bank Level|Banks and Bank Level]]. FIXME: link Bank Copy | ||
- | * Print will open the Build New Document Options page (FIXME: Link). Selecting options and clicking the **Start Build Document** button will create a document consisting of the selected Attachment records. | ||
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- | ==== Context Options ==== | ||
- | Right-clicking on a row in the Attachment grid will open a context menu. | ||
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- | {{:attachmententrycontextmenu.png?600|}} | ||
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- | === Edit General === | ||
- | Navigates to [[attachment_edit_general|Attachment Edit General]] page where the user can maintain information for the Attachment record as well as upload images or maintain rich text. | ||
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- | === Edit Notes and Custom === | ||
- | Navigates to [[attachment_edit_notes|Attachment Edit Notes and Custom]] page where the user can maintain notes and custom information for the Attachment record. | ||
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- | === Edit Images === | ||
- | Navigates to [[attachment_edit_items|Attachment Edit Items]] page where the user can maintain links to Items for the Attachment record. | ||
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- | === Reversion === | ||
- | FIXME write | ||
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- | === Audit === | ||
- | Navigates to the [[audit|Audit grid]] for the selected record. | ||
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- | === Usage === | ||
- | Navigates to the [[usage|Usage grid]] for the selected record. |