Data field properties - General tab

Applications module Data field Properties

1. Data fields (apart from file data fields)


Title

The data field's title can be modified here. Further information regarding this topic can be found here.

Data field name

The name of the data field can be modified here, provided the application hasn't been published.

2. File data fields


Data type of the primary key

For file data fields, the Data type of the primary key is shown here as well, which is used to assign the files.

3. M-Files file data fields




For M-Files the Title of the data field and the handler class.

Configuration

Here, select the M-Files connection.

Vault

Based on the selected configuration, all available vaults are listed to which the saved user has permission to access. Select the vault for the documents here.

Evaluation of the ID

A unique value must exist in order for records in Intrexx to be linked to objects in M-Files. To do this, either a separate field can be used in Intrexx and M-Files, in which a user-specific value is stored as the ID, or the existing M-Files object ID and version are saved in corresponding data group fields.

Show files from M-Files in view tables additionally

With this option, the content of M-Files file fields can also be shown in view tables.

This can be useful for end users if documents need to be opened directly from tables. However, please note in this case that the option will require a large amount of processing power, since each record in the table needs to be found as a document in M-Files. For this reason, it is recommended to only show documents on view pages for a data record.

4. dg hyparchive - File data fields




The Title of the data field and the handler class are shown here.

Configuration

Select the dg hyparchive connection here.

Department

Based on the chosen configuration all available departments will be listed, for which the recorded users have access permission. Select the department for the documents.

Department ID

There must be a unique value, so that data sets in Intrexx can be linked with documents in hyparchive. For this, an Intrexx data field with the data type Integer is required where the Department ID can be stored.

Document ID

There must be a unique value, so that data sets in Intrexx can be linked with documents in hyparchive. For this, an Intrexx data field with the data type Integer is required where the Document ID can be stored.

Document name

Select a data group field, in which the name of the document is saved.

Document type

A document type must be defined for the document. This can either be selected as a constant or defined dynamically via an Intrexx data field for the Type ID (type: Integer).

Create as container

Determines whether files from Intrexx should be stored as a single document or as a folder in hyparchive.

Versionable

Activates versioning for documents in hyparchive. In addition a static comment for versions can be recorded or a data group, in which comments for versions can be recorded, can be selected.

The option Show files from the dg hyparchive in view tables additionally can lead to a high server work load, because the documents must be ascertained per data set in hyparchive. We recommend that you only display documents on view pages of a data set.

5. Microsoft SharePoint - File data fields




The Title of the data field and the handler class are shown here.

Version

Select the version of your Microsoft SharePoint server.

Type

Select whether you would like to use a Document library or a List here. When using a document library, additional details for ascertaining the metadata are required; these are described below. The type List simply requires you to select the version and – optional – setup the Check-Out option.

File name

For a Document library, select the field where the name of the file is saved or, where applicable, created.

File path

For a Document library, select the field where the directory, where the files are stored, is saved or, where applicable, created.

Last edited

For a Document library, select the field where the date of the last edit is saved.

Content type ID

For a Document library, select the field that contains the type of document in the form of an ID so that the documents, which you attach, can be assigned to the correct category later.

Check-Out required

This option allows you to specify that documents must be checked-out before being edited.