Upload and View Documents

Create a new data field for WebDAV access to documents

Step-by-Step

To create a data field that allows access to documents via WebDAV, follow these steps:

  1. Select the data group to which you want to add the data field.

  2. Right-click.

  3. From the context menu, select "New" > "Data Field."

    The "New Data Field" dialog box appears.

  4. Enter a title.

  5. Select the " More files ..." option

  6. Click "More..." (Configure data field).

    The "Filehandler" dialog box appears.

  7. Select the "GUID" or "Integer" option.

  8. Select a file location.

    For detailed information on this topic, see the " File Locations" section.

  9. Select the "Allow editing of the file via WebDAV" checkbox.

  10. Click "OK."

    You will return to the "New Data Field" dialog box.

  11. Click "OK."

    You have created a new data field for accessing documents via WebDAV.

More Information

Use an existing data field for WebDAV access to documents

Step-by-Step

To use an existing data field for WebDAV access to documents, follow these steps:

  1. Open the Properties dialog box for the data group that contains the "File" data field.

  2. Switch to the "Data Fields" tab.

  3. Select the "File" data field that you want to configure for WebDAV access.

  4. Click the " " icon.

    The "Properties - Data Field" dialog box appears.

  5. Go to the "Configuration" tab.

    File location

    Select the file location here.

    Relative path

    Here, you can edit the subpath to the selected file location.

    Upload Settings

    Maximum number of files per record

    Specifies the maximum number of files allowed per record.

    Maximum file size

    Sets the maximum size of files that can be uploaded. Select the desired unit from the list to the right of the input field.

    Accepted File Types

    Enter the allowed file types here, preceded by a period (e.g., .txt or .xml) and separated by commas.

    Delete files when a data field is deleted

    This setting determines how file data fields should be handled when they are deleted.

    • If allowed by Alias

      Uploaded files will be deleted if deletion is permitted by the settings configured for the corresponding file location.

    • No

      Uploaded files are not deleted.

    Include files during export

    The same conditions can also be specified for the process of exporting files.

    Images in the Event of an Error

    Opens a dialog box where you can select an image to display when files are not physically present.

    Data Fields

  6. Select the "Allow editing of the file via WebDAV" checkbox.

  7. Click "OK."

    You will return to the "Properties - Data Group" dialog box.

  8. Click "OK."

Set Up Document Upload

Documents are uploaded using the "File Selection" field.

Step-by-Step

To set up the upload of documents that can be opened and edited via WebDAV, follow these steps:

  1. Launch the application that will be used to upload documents via WebDAV.

  2. Create an input page below the data group that contains the data field for storing document references.

  3. Use drag-and-drop to place the "File Selection" element on the input page.

    The "General" dialog box appears.

    Display of Uploaded Files / Display of New Files

    When you click on one of the preview images, the corresponding paths to the Velocity files used for the display are updated. Clicking the "Custom View" preview image clears these fields and enables the editing buttons so that you can import your own Velocity file.

    Select Velocity File

    Opens a dialog box where you can select a Velocity file to use as a template for your own view.

    Input Required

    With this setting, the file selection becomes a required field.

    Enable Download

    This option allows users to download files.

    • Save As...

      Users can save the file after downloading it.

    • Open in browser

      Users can open the file in their browser after downloading it.

    • Open in a new window

      When opened in a browser, the file will open in a new window with this setting.

    Delete File

    The following options are available:

    • Do not allow

      No button appears on the device that allows the file to be deleted.

    • When saving

      Displays a button that allows you to delete the file. However, the file is not physically deleted until the entire data set has been saved.

    • Immediately

      Displays a button that allows you to delete the file. The file is physically deleted immediately when the user clicks this button.

    Please note that if you select the "Immediate" delete setting, the file will be permanently deleted, regardless of whether the entire data record is saved or not.

    Upload Behavior

    • Replace existing files

      With this setting, files with the same filename will be overwritten when uploaded.

    • Insert files at the beginning

      New files are inserted at the beginning of the file list. Intrexx uses an internal sort field for this purpose.

    • Append files to the end

      Causes the new files to be inserted after the existing ones.

    File Selection / File Selection View

  4. Enter a title.

  5. Click "Next."

    The "Options" dialog box appears.

    Here you'll find all the settings for uploading files.

    Upload Settings

    Enable the upload of multiple files

    This setting allows you to upload multiple files per record. Below, you can specify the maximum number of files allowed per record.

    Max. file size

    Here you can specify the maximum file size that can be uploaded. Select the desired unit from the list to the right of the input field.

    The "Max. Number of Files per Record" and "Maximum File Size" settings can also be configured for the file field.

    If you do not want to limit the number or size of files, please leave the corresponding fields blank here.

    The setting you specify there determines the behavior of the "File Selection" element. For example, if you set a maximum of ten files per record in the file field's properties, the file selector cannot upload more than ten files per record, regardless of the number allowed in its properties. If you set the file selection to a maximum of, say, five files per record, the data field will allow ten files, but the validation will only accept five. In the event of a restriction, the setting in the file selection dialog is therefore decisive.

    The same principle applies to configuring the allowed file types, which you can also specify in this dialog box.

    Accepted File Types

    To do this, enter the file extensions—preceded by a period and separated by commas—such as .txt or .xml, in the "Allowed file types" field. Capitalization does not matter in this context. Wildcards are not used here. The process of determining whether a file is valid or not checks the specified file extension. In principle, if, for example, "document.txt" is entered here, the check would interpret all files ending in "document.txt" as valid—including, for example, a file named "my-document.txt."

    Asynchronous Upload

    Allows you to upload individual files to the server without saving the record at the same time. However, the association with the record is not established until the record is saved. This allows for more precise control over the upload process—especially when dealing with large files.

    Please note that the user should be informed of this procedure. If this is not the case, we recommend using the "automatic upload" option.

    • Upload Files Automatically

      causes files placed via drag-and-drop to load immediately after the mouse button is released.

    • Start Upload, Cancel Upload, Remove File

      Displays the corresponding buttons in the browser that can be used to control the upload process.

    Preview for Image Files / Audio Files / Video Files

    The preview is displayed when the file has already been selected but the record has not yet been saved. When viewing an existing record, it is the thumbnail setting—not this setting—that determines how the record is displayed.

    File Selection / File Selection View

  6. Click "Next."

    The "Display" dialog box appears.

    Here you'll find all the settings for displaying uploaded files.

    Show thumbnail

    With this setting, all images loaded via the file selector are automatically resized in view tables and displayed as thumbnails.

    Show link to full-size image

    If the image has already been saved, it will be displayed in its original size in a new window when the user clicks on it. This setting can only be selected if the "Allow downloads" option on the "General" tab is not selected.

    Rotate Rotated Images to Their Original Size

    Rotates the image to its original size.

    Rotate Rotated Images

    Rotates the images to the size specified in the Application Designer.

    Maximum size

    Sets the maximum size of the image. Enter the width and height of the image in pixels. Larger images are scaled down proportionally, while smaller images remain unchanged.

    Crop Image

    The width and height of the image are adjusted to fit the surrounding element.

    Enlarge smaller images

    If this setting is also selected, smaller images will be enlarged to the specified maximum size.

    Optimize (reduce) the file size of thumbnails

    This reduces the file size, resulting in faster loading times for the application page.

    Thumbnails for files

    If the uploaded file is not an image, you can select an appropriate representation here.

    • Depending on the file type

      With this selection, you can specify in the fileextension.properties file—located in the portal directory internal/cfg—which file extension is linked to which thumbnail image.

    • Intrexx Standard

      An image provided by Intrexx is used.

    • Select an image

      Opens a dialog box where you can select an image.

    File Selection / File Selection View

  7. Click "Next."

    The "Data Field" dialog box appears.

  8. Check the "Data Field" option and select the data field you created earlier (Create a new data field for WebDAV access to documents).

  9. Click "Next."

    The "Final Settings" dialog box appears.

  10. Click "Finish."

More Information

File Selection

Set Up Document View

Documents are viewed and edited using the "File Selection View" element.

Step-by-Step

To set up the viewing and editing of documents that can be opened and edited via WebDAV, follow these steps:

  1. Launch the application that will be used to upload documents via WebDAV.

  2. Create a view page below the data group that contains the data field for storing document references.

  3. Use drag-and-drop to place the "File Selection View" element on the display page.

    The "General" dialog box appears.

  4. Under "Template," select the "WebDAV" tile.

    Enable Download

    This option allows users to download files.

    • Save As...

      Users can save the file after downloading it.

    • Open in browser

      Users can open the file in their browser after downloading it.

    • Open in a new window

      When opened in a browser, the file will open in a new window with this setting.

    Handling Images in Emails

    Appendix

    Images are treated as attachments by the file selector.

    Embedded

    Images are embedded from the file selector.

    File Selection / File Selection View

  5. Click "Next."

    The "Options" dialog box appears.

    Show File Name

    Causes the names of the uploaded files to be displayed one below the other in the column.

    Show size

    With this setting, the size of each file is also displayed in the column.

    Show thumbnail

    A thumbnail image is displayed for each uploaded file.

    Edit Thumbnail Settings

    Opens a dialog box where you can edit the relevant settings. You can find a description of the settings here.

    View Gallery

    Allows the user to scroll forward and backward through the uploaded images within the table column using two buttons arranged in a small gallery.

    Edit Gallery Settings

    Opens a dialog box where you can edit the relevant settings.

    Maximum number of files per record

    Specifies the maximum number of files that can be uploaded per record.

    File Selection / File Selection View

    Enable WebDAV

    The "Enable WebDAV" checkbox is selected and grayed out because you selected the "WebDAV" tile in the previous dialog box.

    Clicking on a file opens it in the configured editor

    If you select this checkbox, clicking on the file in the portal will immediately open it in the program you have set as the default in the configuration settings.

    See the section " Set the default program for opening files" for more information.

  6. Click "Next."

    This takes you to the "Data Field" dialog box.

  7. Check the "Data Field" option and select the data group and data field you created earlier (Create a new data field for WebDAV access to documents).

  8. Click "Next."

    You will be taken to the "Final Settings" dialog box.

  9. Click "Finish."

More Information

File Selection View