Documents Download


Note: Minimum Product name - ev sas.png version required: 2016.H1

The download functionality enables you to list, download and delete the attachments in an Product name - ev itsm.png object in an Product name - ev sas.png app.

Example documentation icon EN.png  Attachments in an incident, service request or equipment

  • In execute mode:
    • Click the name of a document to download it.
    • When you click Delete icon.png to delete or when you modify the status of a public/private document,  Product name - ev itsm.png will immediately be updated. 

Example

Display the list of attachments in an incident

Product name - ev itsm.png Product name - ev sas.png
Incident attachments - evSM.png Incident attachments - evSAS.png

Notes

  • The two export files containing the parent queries used for downloading can be renamed. However, we recommend that you do not modify the filters and views provided.
  • All attachments belonging to an Product name - ev itsm.png object are automatically displayed in a table. You can use the Data Transformer to modify only the order in which columns are displayed and determine if certain elements, such as the Delete icon.png icon, should be hidden.

Caution

  • The downloading of documents is not supported in Safari.
  • To implement the download functionality, and only if your Product name - ev itsm.png version is prior to 2016.1.267.0, you must import two EXP files to Product name - ev itsm.png. Open url.png See the procedure.
             Download Zip icon.png Export file for downloading documents linked to objects in the _REQUEST and AM_ACTION tables
             Download Zip icon.png Export file for downloading documents linked to objects in the other tables

Best Practice big icon.pngBest practice

  • Because the description of documents is often long, you should display it in the last column of the table. This enables users to view other information, such as the document name, author and creation date, without using the horizontal scroll bar.

Procedure: How to implement the document download functionality

Best Practice icon.png  To implement the functionality for downloading attachments in incidents quickly, you can use the IT Portal template, which contains a page for displaying incidents.

1. If your Product name - ev itsm.png version is prior to 2016.1.267.0, select Administration > Import/Export > Import in the menu to import the two export files below to Product name - ev itsm.png.

         Download Zip icon.png Export file for the link with the _REQUEST and AM_ACTION tables
         Download Zip icon.png Export file for the link with other tables 

2. Open the Product name - ev sas.png app you want and add an EasyVista data source pointing to a list of the required Product name - ev itsm.png objects. Note: This data source defines the master data source.
    Example documentation icon EN.png

  • List of incidents: Operation > Incidents > All incidents parent query
  • List of equipment: Asset Management > Equipment > Inventory parent query

3. Add an EasyVista data source pointing to one of the reporting parent queries used for exporting Product name - ev itsm.png objects. Note: This data source defines the detail data source.
         Download parent queries.png

  • Select the filter and view you want.
  • Configure the master-detail relationship in the Master/Detail section.
    • Master Data Source: Name of the master data source created in step 2.
      Master Field: Key of the master data source used to establish the link with the detail data source created in this step. Select the PK (Primary Key) column.
    • Detail Field: Key of the detail data source. Select the column whose prefix is FK (Foreign Key).
          Example documentation icon EN.png
      • List of incidents: FK_AM_DOCUMENT_SD_REQUEST_ID
      • List of equipment: FK_AM_DOCUMENT_ID

4. Display the list of Product name - ev itsm.png objects.

  • Add a Data Viewer widget.
  • Ensure that it points to the master data source created in step 2.

5. Display the table containing the attachments in the current Product name - ev itsm.png object.

  • Add a Data Viewer widget.
  • Ensure that it points to the detail data source created in step 3.
  • If you want to delete certain columns in the table or modify their order, use the Data Transformer.

6. Click EVApps - GUI - Execute icon.png to switch to preview mode.

  • Click one of the Product name - ev itsm.png objects.
  • Check that the list of attachments is displayed.
  • Click Delete icon.png to delete one of the attachments. Open the object in Product name - ev itsm.png and check that the attached document is no longer available.
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Last modified by Unknown User on 2017/10/27 16:42
Created by Administrator XWiki on 2016/03/04 10:56

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