Folders as keywords

To categorize and tag the different entries in Vertec, the folders can be marked as the keyword folder. The tag as Stichwort Ordner is done in the folder properties (right click > Eigenschaften).

If a folder is marked as a folder keyword, all subfolders will appear as keywords of all classes that fit in that folder. This operation only works across one level of subfolders. Additional sub-levels will not be considered as keywords. If the checkbox Stichwort Ordner is activated, the checkbox is automatically Subordner erlauben activated and set to read-only.

As an example, projects are assigned different languages. The folder Projekte nach Branchen is marked as the folder keyword. Next, the class of the entries must be entered under Für Klasse.

The subfolders of this folder will then appear in the projects as keywords. The projects can then be conveniently assigned with a mouse click:

In this way, different entries (addresses, projects, users, etc.) can be flexibly provided with a keyword. Entries with keywords are automatically inserted into the corresponding keyword folder. The designation of the folder is always shown – when renaming the folder, the name of all entries is automatically adjusted.

Visibility of individual keywords

With the checkbox Stichwort aktiv From version 6.7 onwards, the visibility of the keywords can be individually controlled in the properties dialog of the subfolders:

 If it is inactive, it will no longer be shown on the Keywords page of the specified class. The default setting (Property StichwortAktiv) is True.

If a keyword folder is located in a user’s home folder (class PersoenlicherOrdner), the keywords are only shown if the home folder belongs to the logged-in user.

Keyword selection with Exclusive/Inclusive condition

For folder structures such as the keyword folders, there may be a requirement that

• the entry is only in ONE of the subfolders (Exclusive ), such as an employee who belongs to only one department
• ALL entries of a certain type MUST be placed in a folder (Inclusive ), such as all employees of a department.

This can be controlled via the Exclusive / Inclusive attributes. These are located in the folder properties (right mouse button > properties):

Usually you create a parent folder, e.g. a folder Departments, and in it the corresponding subfolder structure, e.g. folder Department 1, Department 2, etc. The Exclusive / Inclusive settings are made on the parent folder.

Exclusive

Exclusive means that an entry can only be included in one of the subfolders once.

A combo box with the folders to select will appear. The Delete button can also be used to remove the selection:

Inclusive

Performance notes: An inclusive folder with many entries takes a very long time to determine the consistency (the folder must determine for each entry of the base folder whether it is located in a subfolder). For larger amounts of data (e.g. project phases), the inclusive folder is therefore not suitable and should be avoided. If possible, it is always advisable to make the folder Exclusive only.

Inclusive means that all entries from the Base Folder must be included at least once in the up-to-date folder or one of its subfolders.

Checkboxes appear, one of the checkboxes always remaining active. If the last checkbox is deactivated, the default checkbox is automatically activated again (corresponding to the Default Folder in the Inclusive condition).

base folder

• Any folder in Vertec that contains entries of the corresponding class can be selected as base folder. The base folder must be located outside the up-to-date folder structure.

• If no base folder is specified, this applies to all entries of the class specified under Classes / for subfolders. For performance reasons this should be avoided under all circumstances (see above).

default folder

• In order for the inclusive folder to work, a default folder must be specified. As soon as an entry is added to the base folder, it is automatically placed in the default folder.

• One of the subfolders must be selected as the default folder (e.g. a subfolder “Not assigned yet”). The superfolder must not be selected. Nor must any folder that is outside the folder structure.

• If no default folder is specified, the parent folder is used as the default folder. This is usually undesirable and only works if the corresponding class is also entered on the General tab under Class, otherwise the folder cannot include the entries (in the example shown here this would not work because the field under Class is empty), and the Inclusive folder is violated. We therefore recommend to specify a default folder in any case.

Exclusive AND Inclusive

A combo box for selection appears, but without the delete button, since the entry must be assigned to a keyword. New or not yet assigned entries are assigned the default folder (corresponds to the Default Folder in the Inclusive condition).

Keywords can also be shown and assigned in lists. Note that entries can also be assigned to more than one keyword, unless it is an Exclusive folder.

Exclusive keywords

For Exclusive keywords in lists, there is the control cmbExclusiveKeywordFolder. This is done in combination with the renderer rndExclusiveKeywordFolder The column expression is the internal ID (integer) or entry ID (string, in single quotation marks) of the keyword folder.

Assign keywords to list

To assign keywords in lists that are not exclusive, there is the renderer rndKeywordFolder. This allows one keyword to be shown per column and assigned to the entry with a checkbox. A separate column must be inserted for each keyword (and not just for the parent folder as in the case of the Exclusive keywords).

Detailed information can be found at rndKeywordFolder .

Show associated keywords in lists

If the list should show the information to which keywords an entry is assigned, this can be done via OCL expression:

ordner->select(parentordner.bezeichnung='Projekte nach Branchen').bezeichnung->listtostring(',')

This example shows in a project list which branch the projects are assigned to.