Wednesday, October 11, 2017

Auto-Complete in Ephesoft

Adding a semicolon separated list of values to an individual index can improve over-all accuracy while decreasing the processing time required to complete an Ephesoft batch. The auto-completion of the index field happens during the Validation process. A simple example is a field where the possible responses are ‘Positive’, ‘Negative’ or ‘No Response’. The person processing the form can simply enter a character or two that match the characters associated with the entries in the list of values. Once the corresponding value appear as the first entry in the list the user will strike the Down Arrow Key to populate the index with the selected value. A tab will take the person to the next field so they can continue to process the form.

Setup for an Auto-complete Field
First collect the values that are valid for a particular field. Now open the Doc Type in which the index value resides. Under the header ‘Field Option Values List’ enter the list of values. A semicolon is used to separate the list of values. See screenshot #1.

Screenshot #1:

Now look for the header label ‘Field Type’. Select the value ‘Combo’. See Screenshot #2. Apply your changes and you can test the results.

Screenshot #2:

Interacting With an Auto-complete Field 

Open a batch file in the Validation module that matches the Doc Type where you added your list of values. Tab down to the field where you entered your list of values. Once there enter a character or two that match the first few characters for the value you want applied to this field. Once you see your value appear at the top of the list simple hit your Down Arrow Key and this value will be used to populate this field. The tab key will take you to the next field. This simple change that can greatly decrease the processing time associated with a Doc Type within the Ephesoft application.

NOTE: The characters your entry are NOT case sensitive; a match will result even if the case of the characters do not a match. 

Thursday, August 10, 2017

Forming Relationships Between Documents in Alfresco

When building a deliverable from multiple documents or objects in Alfresco, how can you keep track of the source objects which were used to prepare this deliverable?

For example, let’s say you a preparing a proposal for a potential customer. It may be useful to build a bibliography of documents which contribute to your understanding of the customer’s needs and/or other information which is germane to the proposal preparation.  For instance, the proposal could have been developed based on meeting minutes, marketing collateral, a basis of estimate, regulatory constraints, etc., all of which are in the Alfresco repository.  The ability to associate these documents to the deliverable could prove to be an advantage to a workflow review of the proposal as well as a future set of references once the contract is awarded.  

This is just one example of the need to associate documents, there are many others.
Accomplishing this is fairly straight-forward with the Formtek Peer Association Extension for Alfresco.

Key Features of the Formtek Peer Association Extension
  • Allows a document or folder to be associated with other documents or folders
  • Available as an action
  • Compatible with any document type
  • Provides an indication that a document has one or more associations; or that a document is associated to one or more documents
  • Ability to download a document’s associations within a zip file

How it works

1.  From the Document Library or Document Details window, select the Manage Associations Action.  The Manage Associations Window will appear.

Interact via the Manage Associations Window

2.  Selecting “Add Association” will pop up a window allowing you to browse the repository to select folders and/or documents to associate to this document.

3.  Once your associations are added the Document Details Window will show the associations.

This document has associations to both a folder and a document
4.  Selecting the Manage Associations Action after associations have been added can be used to review the associations from and to the document, and provides the ability to remove one or more associations or to download all associations as a zip file.

This document has three associations and is associated with another document

For More Information

Our data sheet on all the Formtek Extensions to Alfresco, including Peer Association: 

And, a short (under nine minutes) YouTube video:

Tuesday, July 18, 2017

Alfresco Share - How to customize Alfresco folder picker for a custom page

Alfresco 5.2 includes a new “Create Link” button in the out-of-the-box folder picker. In the custom page let’s assume that the user needs to specify a folder path and there is also a requirement to hide the new “Create Link” button in the folder picker.

To hide this Create Link button create a custom client-side JavaScript module that extends the Alfresco folder picker module. To avoid conflicts in “Alfresco” namespace it is better to place the custom client-side object in a separate namespace. In the example code below we declare a “Formtek” object. The client-side object defined in this code will live in the Formtek namespace. Next we will declare the constructor for this new client-side object. The constructor in turn calls the superclass constructor and registers the object using the Alfresco ComponentManager.

After registering the new client-side object, the actual object is defined. Formtek.module.XRefGlobalFolder object extends the Alfresco.module.DoclibGlobalFolder object using YAHOO.extend and in this example it overrides the _updateSelectedNode method to hide the Create Link button. Additional methods can be overridden to further customize the Alfresco folder picker. 

Include the above javascript client-side object in your custom page and use this new client-side 
JavaScript object from your custom page to hide the Create Link button.

Friday, June 9, 2017

How to Disable AutoCAD Drawing Property Extraction

One of the features of the Formtek EDM Module is the ability to extract AutoCAD block attributes when a drawing or drawing version is uploaded to the Alfresco repository. The extracted attribute values are stored as metadata (or properties) on the repository drawing per a configurable mapping. The following illustration shows several AutoCAD attributes in a drawing’s title block and how they could be stored as properties in the Alfresco repository:

In addition to AutoCAD block attributes, the EDM Module extracts the Title, Subject, and Author drawing properties (shown below) and stores them in the standard Alfresco Title (cm:title), Description (cm:description), and Author (cm:author) properties:

If you prefer not to have the AutoCAD drawing properties automatically extracted from DWG and DXF files, you can disable their extraction by following these steps:

1.     Edit the module-context.xml file in the tomcat/webapps/alfresco/WEB-INF/classes/alfresco/module/
org.formtek.edm.repo directory.

2.     Comment out the following lines for both the EDM_DWGExtractor and EDM_DXFExtractor beans:
                <prop key="prop_subject">cm:description</prop>
                <prop key="prop_title">cm:title</prop>
                <prop key="prop_author">cm:author</prop>    
3.       Save the changes.

4.       Restart Alfresco.

These properties will no longer be extracted from DWG and DXF files.

NOTE:  If you ever redeploy the alfresco.war file, this change will be undone and will need to reapplied.