Customising Types and Fields
From ResourceSpace Documentation Wiki
Fields can be customised using "System Setup" in the Team Centre. Expand the "Resource types / fields" node.
Fields are either global, for archived resources only, or 'per type' (i.e. fields for a video).
Contents |
Preventing drop-down menus from auto-selecting the first available choice
When using drop downs, if someone does not select a choice it picks the first choice.
If you start the option list with a comma, you get a blank option first.
Customizing the "Edit resources" form per usergroup (development/subversion)
It is possible to customize the "Edit resources" form where keywords etc. are added to resources, so different groups can select from different sets of keywords when adding searchable keywords to resources. The below permissions can be added to groups in System Setup to control this:
The field IDs appear in System Setup when you edit fields. New permissions are:
f* Can see all fields
f? Can see field with reference ? e.g. f1,f2,f3 (applies to editing, advanced search, and viewing resources).
Arranging fields over several tabs on the view page
You can set a tab name on fields in system setup and the fields will then be arranged on tabs by matching name. If using the tab feature, all visible fields must have a tab name specified otherwise the tab functionality will not be activated.
You must use 'order by' to make sure the tabs appear together or you'll end up with several tabs with the same name.
The first field encountered must have a tab name before the tab code kicks in. The idea is to set tab names for all visible fields. You can't have some tabbed fields and some not tabbed.
It's also important that grouped fields appear next to each other when ordered by the order field.
E.g.
Order Tab Name ----- -------- 10 Tab 1 20 Tab 1 30 Tab 2 40 Tab 2 50 Tab 3 60 Tab 3 70 Tab 3
The field ordering must be such that fields with the same 'Tab Name' appear together.
The above would produce the following tabs: Tab 1, Tab 2, Tab 3.
An example of how not to do it:
Order Tab Name ----- -------- 10 Tab 1 20 Tab 2 30 Tab 1 40 Tab 2 50 Tab 3 60 Tab 3 70 Tab 3
This is incorrect and there will be the following tabs: Tab 1, Tab 2, Tab 1, Tab 2, Tab 3.
Smart Themes
If you would like a different way to categorize resources using themes you should make one or more Global Fields with its own options list as checkboxes. This will make it possible to choose in which of the themes the resource should be represented. The easiest way of understand how this works is by thinking of this as a kind of category. Each newly created global field represent its own theme group, with options as the grouped themes.
Requirements: This feature requires version 1.5 or newer.
The field names and options in this example is bogus, choose whatever that pleases you.
Step 1. Create a new field in the Root - Resource Types / Fields - Global Fields
- For this guide we just call it 'MainCategory' - Set field type to 'Drop Down List' - Add these options: Nature,Abstract,Architecture,Portrait,Macro,Closeup - Set Shorthand name to: Cat01 - Set Smart theme name (Theme Group displayname) to Main Category - Set 'index this field' to 'yes'
Step 2. Upload new, or re-edit existing resources.
- Edit or upload some resources and set 'Main Category' to Abstract,Portrait or similar. - Verify by navigating to the Themes page.
