Difference between revisions of "Files list"

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(Created page with "''Files list page: [http://cloud.protemos.com/file/index http://cloud.protemos.com/file/index]'' ---- On the "'''Files'''" page you can: - View all vendor jobs for all pr...")
 
 
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To view the list of all files, go to the '''Files''' menu:
  
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On the "'''Files'''" page you can:
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[[File:Files menu 1.37.png|border|800px]]
  
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- View all vendor jobs for all projects
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Here you can:
  
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- Search vendor jobs with filters
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— View, download and delete files and links to the files.
  
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- Open each job for editing
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— Search files and links with filters.
  
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-      Export all the displayed table of jobs to Excel
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— View and open file locations.
  
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=='''Search jobs with filters'''==
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— Export all the displayed table of files and links to Excel.
  
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By default, you can see all the jobs in your database, 50 per page. If you want to hide or display some jobs from the list, you may apply filters.
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=='''Search files with filters'''==
  
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You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|30px]] button in the upper right corner:
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By default, you can see all the files and links in your database, 50 per page. If you want to hide or display some files or links from the list, you may apply filters.  
  
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[[File:Job filter isn't applied.jpg|border|1000px]]
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You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
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[[File:Files filter isn't applied.png|border|1100px]]
 
   
 
   
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So you can enter the data into the appropriate fields and press the "'''Apply'''" button, see example:
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So you can enter the data into the appropriate fields and click '''"Apply"'''.
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If the filter  is applied, the header turns blue:
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[[File:14.png|border|900px]]
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
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<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
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To inactivate the filter, click the '''"Clear"''' button.
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The header colour will turn to grey, which means that no filter is not applied:
  
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[[File:Job filter is applied red.jpg|border|1000px]]
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[[File:S1.png|border|900px]]
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As you can see, the filter header turns red. It means that the filter is applied.
 
  
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You may collapse (hide) the filter interface by pressing the [[File:filter arrow red.jpg|border|30px]] button.
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=='''File filters description''' ==
  
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Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.  
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*'''File #'''—displays only the files with the ID containing entered integers sequence.  
  
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You can expand the collapsed filter back by pressing the [[File:filter arrow red.jpg|border|30px]] button again.
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*'''File name'''—displays only the files with the name containing the specified text.
  
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Please note that the applied filter is remembered, so it will remain even if you leave the page.  
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*'''Uploaded at'''—displays only the files uploaded within the specified date range.
  
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To inactivate the filter, press the "'''Clear'''" button. The header color will turn to gray, which means that no filter is currently applied.
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*'''Uploaded by'''—displays only the files uploaded by the selected person.
  
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=='''Job filters description''' ==
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*'''Used in'''—displays only the files used in the specified item (Quote, Project input, Project output, etc.).
  
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*'''Job code''' — displays only the jobs with the codes containing the entered symbols sequence.
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*'''Type'''—displays only the files of the specified type (file or URL).
  
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*'''Job name''' — displays only the jobs with the name containing the specified text.
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*'''Size (Byte)'''—displays only the files within the specified size range.
  
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*'''Statuses''' — displays only the jobs with the specified status (Draft, Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed/Rejected by manager, Accepted by manager, Canceled).
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=='''Delete files''' ==
  
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*'''Service''' — displays only the jobs with the selected service.
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Files and links that are no longer needed can be deleted from the system.
  
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*'''Language pair''' — displays only the jobs with the selected language pair.
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To do so, mark the corresponding files in the list and click the '''"Delete selected"''' button:
  
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*'''Start date''' — displays only the jobs which were started in the specified period of time.
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[[File:Files selected deletion.png|border|1000px]]
  
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*'''Deadline date''' — displays only the jobs with deadlines in the specified period of time.
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Or you may filter links and files by necessary criteria and delete them all by clicking the '''"Delete filtered"''' button:
  
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*'''Primary manager''' — displays only the jobs issued by a specific primary manager.
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[[File:File delete all by filter.png|border|1000px]]
  
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*'''Client''' — displays only the jobs for a specific client.
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Thus, all files and links will be deleted in all places that are listed in the '''Used in''' column.
  
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*'''Vendor''' — displays only the jobs fulfilled by the selected vendor.
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<span style="color:red">'''Note:'''</span> You can't delete files and links in projects with the '''Active''' status.
  
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*'''Overdue''' — displays only the overdue jobs.
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You can't delete files and links in quotes with the '''Open''' status. If quotes have the '''Converted to project''' status, the deletion of files will be available after the related projects get the '''Completed''' or '''Canceled''' statuses.
  
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*'''Unassigned''' — displays only the jobs without assigned vendors.
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=='''Download files'''==
  
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*'''Free of charge''' — displays only the jobs marked as free of charge.
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To download a file or follow a link, click on their names in the table:
  
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*'''Chargeable without payables''' — displays only the jobs with no payable entered for the vendor.
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[[File:Files menu download file.png|border|1000px]]
  
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=='''Jobs editing'''==
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=='''Open file locations'''==
  
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To open a job for editing, click its name in the table:
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You can open file and link locations by clicking on the corresponding items in the '''Used in''' column:
  
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[[File:W job name cklicking.jpg|border|440px]]
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[[File:Files menu open location.png|border|1000px]]
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Job view page opens, where you will be able to edit the job.
 
  
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=='''Export'''==
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=='''Export to Excel'''==
  
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You can export all the displayed table of jobs to Excel by pressing “'''Export to Excel'''” button over the upper right corner of the table:
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You can export all contents of the displayed files list table to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:
  
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[[File:W job export to excel.jpg|border|1000px]]
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[[File:Files menu export to Excel.png|border|1000px]]
 
   
 
   
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<span style="color:#DC143C">'''Note:''' The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.</span>
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<span style="color:red">'''Note:'''</span> The exported file will contain filtered records from all pages of the table, not just the ones displayed on the first page.
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[[File:Redirect.jpg|40px|link=Files list]] Back to the '''table of contents'''.

Latest revision as of 10:33, 23 September 2022

Files list page: http://cloud.protemos.com/file/index

To view the list of all files, go to the Files menu:

Files menu 1.37.png

Here you can:

— View, download and delete files and links to the files.

— Search files and links with filters.

— View and open file locations.

— Export all the displayed table of files and links to Excel.

Search files with filters

By default, you can see all the files and links in your database, 50 per page. If you want to hide or display some files or links from the list, you may apply filters.

You can hide or display filter fields by clicking the Filter arrow gray.jpg button in the upper right corner:

Files filter isn't applied.png

So you can enter the data into the appropriate fields and click "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by clicking the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking Blue arrow.jpg again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the "Clear" button.

The header colour will turn to grey, which means that no filter is not applied:

S1.png

File filters description

  • File #—displays only the files with the ID containing entered integers sequence.
  • File name—displays only the files with the name containing the specified text.
  • Uploaded at—displays only the files uploaded within the specified date range.
  • Uploaded by—displays only the files uploaded by the selected person.
  • Used in—displays only the files used in the specified item (Quote, Project input, Project output, etc.).
  • Type—displays only the files of the specified type (file or URL).
  • Size (Byte)—displays only the files within the specified size range.

Delete files

Files and links that are no longer needed can be deleted from the system.

To do so, mark the corresponding files in the list and click the "Delete selected" button:

Files selected deletion.png

Or you may filter links and files by necessary criteria and delete them all by clicking the "Delete filtered" button:

File delete all by filter.png

Thus, all files and links will be deleted in all places that are listed in the Used in column.

Note: You can't delete files and links in projects with the Active status.

You can't delete files and links in quotes with the Open status. If quotes have the Converted to project status, the deletion of files will be available after the related projects get the Completed or Canceled statuses.

Download files

To download a file or follow a link, click on their names in the table:

Files menu download file.png

Open file locations

You can open file and link locations by clicking on the corresponding items in the Used in column:

Files menu open location.png

Export to Excel

You can export all contents of the displayed files list table to Excel by clicking the "Export to Excel" button over the upper right corner of the table:

Files menu export to Excel.png

Note: The exported file will contain filtered records from all pages of the table, not just the ones displayed on the first page.

Redirect.jpg Back to the table of contents.

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