Folders as keywords

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

If a folder is marked as a keyword folder, 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 tags. If the checkbox Stichwort Ordner is activated, the checkbox will automatically Subordner erlauben enabled and set to read-only.

As an example, projects are assigned to different languages. The folder Projects by industry is marked as keyword folder. Next, the class of the entries must be entered under For class.

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

In this way, different entries (addresses, projects, users, etc.) can be flexibly assigned a keyword. Entry 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 show 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 personal folder (Personalfolder class), the keywords are only shown if the personal 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 contained in ONE of the subfolders ( Exclusive ), such as an employee who belongs to only one department
• ALL entries of a particular type MUST be placed in one folder ( Inclusive ), such as, for example, all employee to a department.

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

Usually you create a parent folder, e.g. a folder Department, 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 long time to determine the consistency (the folder must determine for each entry in 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 use the folder only Exclusive to make.

Inclusive means that all entries from the base folder must be present at least once in the current folder or one of its subfolders.

Checkboxes appear, with one of the checkboxes always activated. If the last checkbox is deactivated, the default checkbox is automatically activated again (corresponding to the default folder in the inclusive condition).

base folder

• The base folder can be any folder in Vertec that contains entries of the corresponding class. The base folder must be located outside the current folder structure.

• If no base folder is specified, this applies to all entries of the class specified under Class / 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 will be 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 will not be able to include the entries (in the example shown here, this would not work because the field under Class is empty), and the Inclusive is violated. We therefore recommend to specify a default folder in every case.

Exclusive AND Inclusive

A combo box for selection will appear, but without the delete button, since the entry must be assigned to a keyword. New or not yet assigned entries will be assigned to 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 a single keyword. Exclusive Folders.

Exclusive keywords

For Exclusive keywords in lists, there is the control element 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 to find.

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:

folder->select(parentfolder.name='Projects by Industry’).name->listtostring(',')

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