process4.biz 7.x Documentation

features description for Process4.biz

Files

Definition

User is able to upload the files to the database. This file can be uploaded or created in extension DocumentComposer.

Uploading a New File

  1. Choose in the Repository the unit, to which the file should be bounded.

  2. Select at the bottom of the navigation window the “File” node.

  3. Select the class of the file (if there are several classes).

  4. Click the context menu (right mouse button) and select the function “New”.

    Alternative:

    Click on the menu bar in the repository on the button “New”.

  5. In the opened window Add file... click the button browse and choose the path to the file.

  6. If you need not to add the file to the database and only creat link to the file tick the checkbox next to Create just a link but do not copy the file to the database.

  7. The properties window appears. You can change a name, and the desired property values for the file, such as unit, class, description.

As an objects the files distinguished according to the class. In the designer user is able to add/modify property group and property.

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Adding new file

Linking File with objects

Files can be linked with determined object. If file was not uploaded to the Database yet:

  1. From the repository, choose an object, with which the file is to be linked

  2. Click on the context menu (right mouse button) and select the function “Upload a file (and link) … “.

  3. In the open window Add file... click the button browse and choose the path to the file.

  4. If you need not to add the file to the database and only creat link to the file tick the checkbox next to Create just a link but do not copy the file to the database.

  5. The properties window appears. You can change a name, and the desired property values for the file, such as unit, class, description.

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Linking files to the object

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If you want to link the file that already added to the database:

  1. From the repository, choose an object, with which the file is to be linked
  2. Click on the context menu (right mouse button) and select the “Properties”.
  3. In the open property window selecte the tab Files.
  4. From the list of files select necessary and click button Link…
  5. You can open properties window  of the file by clicking the button Properties… At this tab you also can delete files or unlink it from the object.

If you want to link one file to several objects/diagarms:

  1. From the repository, choose a file, which is to be linked to objects.
  2. Click on the context menu (right mouse button) and select the “Link with objects…” (or tab Links in Properties window).
  3. In the opened window all objects and diagrams that can be linked with file are listed. To link file to an object/diagram select necessary object or diagram from the list and click button Link…
  4. You can open properties window  of the file by clicking the button properties… At this tab you also can delete or unlink objects from the file.

Also from context menu  you can look through the list of linked diagrams and diagrams where the file used.

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Linking objects to the file

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Creating file in DocumentComposer

See: Defining the set for the report (Save the report to the Process4.biz database)

In this case generated in DocumentComposer file (reports) will be automatically linked to the object or to the diagram that has been selected for the report.