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en:software:tim:instance_context_documents [2016/01/22 09:11] jan.mayer |
en:software:tim:instance_context_documents [2021/07/01 09:52] (current) |
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==== Upload documents==== | ==== Upload documents==== | ||
- | It is possible to attach documents, with e.g. process-relevant information, to a process instance. These documents can be uploaded and then downloaded and viewed by those who are involved in the process. All types of documents can be uploaded, e.g. PDF, Word-documents, pictures, text files.\\ | + | It is possible to attach documents to a process instance; for example, to display process-relevant information. These documents can be uploaded and then downloaded and viewed by those who are involved in the process. All types of documents can be uploaded, e.g. PDF, Word-documents, pictures, text files.\\ |
The documents can be deleted as well. \\ | The documents can be deleted as well. \\ | ||
The window where the documents are managed can be reached via the context menu and the appropriate menu item. | The window where the documents are managed can be reached via the context menu and the appropriate menu item. | ||
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^ Element ^ Description ^ | ^ Element ^ Description ^ | ||
| **1** | The entire name of the uploaded document is shown here. | | | **1** | The entire name of the uploaded document is shown here. | | ||
- | | **2** | During the upload of the document (see [[#Upload]]) a note to this document can be indicated. It appears in this column. | | + | | **2** | During the upload of the document (see [[#upload]]), a note may be made about this document. It appears in this column. | |
| **3** | The time when the document was uploaded is displayed here. | | | **3** | The time when the document was uploaded is displayed here. | | ||
- | | **4** | The user, who had upload the document, is displayed in this column. | | + | | **4** | The user who uploaded the document is displayed in this column. | |
- | | **5** | With this button a window opens where a file can be uploaded. (see [[#Upload]].) | | + | | **5** | This button opens a window where a file can be uploaded. (see [[#upload]].) | |
- | | **6** | The Content-Type/MIME-Type of the document is displayed in this column. It shows which kind of file it is. | | + | | **6** | The Content-Type/MIME-Type of the document is displayed in this column. It shows what kind of file is present. | |
- | | **7** | The memory location of the document is displayed in this column. It either can be the T!M database or an own one with own DMS. | | + | | **7** | This column displays the location where the document is saved. It can be either on the TIM database or a different one with its own DMS. | |
===Context menu=== | ===Context menu=== | ||
- | Different actions can be perforemd via the context menu of a document: \\ | + | Different actions can be performed via the context menu of a document: \\ |
^ Menu item ^ Description ^ | ^ Menu item ^ Description ^ | ||
- | | **Open document** | The document can be downloaded or opened directly with this menu item. | | + | | **Open document** | With this item the document can be downloaded or opened directly. | |
|** Delete document** | With this menu item the document can be deleted from the instance. | | |** Delete document** | With this menu item the document can be deleted from the instance. | | ||
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{{ :software:tim:uploadDocuments2_en.png |}} | {{ :software:tim:uploadDocuments2_en.png |}} | ||
- | It is possible to attach new documents to the process instance with this window. | + | In this window it is possible to attach new documents to the process instance. |
^ Array ^ Description ^ | ^ Array ^ Description ^ | ||
- | | **File** | Here you can select a file from your own computer by using the file selection dialog. | | + | | **File** | Here a file can be selected from one's own computer by using the file selection dialog. | |
- | | **Description** | In this array you can put in any description, which is assigned to the document. | | + | | **Description** | This field may contain any description that has been assigned to the document. | |
- | | **DMS** | = **D**ocument**m**anagement-**S**ystem. Either the T!M system and its database can be selected here or an own external DMS can be used. | | + | | **DMS** | = **D**ocument**m**anagement-**S**ystem. Here, either the TIM system and its database or a different external DMS can be selected. | |
- | | **Schema** | Only necessary when an external DMS is used. The schema must be chosen then, in which the document shall be stored. | | + | | **Schema** | Only necessary when an external DMS is used. In this case, the schema in which the document should be saved is chosen. | |
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