Object Types

Define permissions for object types here, so user can access the lists / thesauri. Set custom file names for download & export or add search filter for fields.

General

OPTION	DESCRIPTION
ID	Object type identifier. Will be assigned automatically.
Contact Person	Contact person of the object type. Users can access the contact person in the object type details (in "Sources" for example).
Description	Description of the object type. Users can access the description in the object type details (in "Sources" for example).
Masks	By default, all records of this object type will be rendered in all masks you created for the object type in the data model. If you, for example, only want the records to be rendered in one of the masks, disable the checkbox and drag all masks that should not be rendered for records of this object type, below the gray line.
XMP/IPTC/EXIF Import-Profil	Default metadata mapping which will be used when user upload a file with the standard mapping. Can be chosen when uploading files (data will be extracted from the file and written into data fields).
XMP/IPTC/EXIF Export-Profil	Default metadata mapping which will be used when user download a file with the standard mapping. Can be chosen when downloading files (data will be written into the file itself) or when exporting records (data will be written into a XML file then).
Dublin Core Export-Profil	Default Dublin Core metadata mapping which then will be used for OAI/PMH. Mapping does not appear in the frontend when downloading or exporting records.
Show in Main Menu	Enter an icon from FontAwesome and the object type will then appear in the main menu with it's own search.
Show in filter in group "Linked object types"

File Names for Download & Export

When downloading or exporting files, the original file name will be used as a default. If you want to rename files when downloading or exporting, you can define a file name for different languages here. You can use static text and data from the record (click on the "Show Replacements" button to see the supported replacements).

Example to create the file name "PF - 3 - Title - original.jpg":

PF - %_system_object_id% - %objects.title% - %_asset.version%.%_asset.extension%

Tags

Only available for object types with enabled tag management. By default, all globally defined tags are available c. If you want to disable certain tags for specific object types, you have to enable "Use Individual Tags" in the lower right. You then see all the tags above and can disable individual tags or make them a default. For more details, please refer to "Tags & Workflows".

Tags that are "Persistent" globally can't be disable here.

Workflows

Only available for object types with enabled tag management. By default, all globally defined workflows are available for all object types. If you want to disable certain workflows for specific object types, you have to enable "Use Individual Workflows" in the lower right. You then can set up individual workflows. For more details, please refer to "Tags & Workflows".

Workflows that are "Persistent" globally can't be disable here.

Permissions

Only available for object types without enabled tag management. Define which user / user groups can, for example, view, download, edit or delete the records of this object type.

Please refer to Permissions for more details.

Input & Output

Usually only the current version of records will be indexed. So if you create a record and edit it later, only this second version will be available in the search. The first version can no longer be found (old versions can only be accessed in the change history).

But it's also possible to tag a record as "published" and then keep on working on the record internally. Then external guest users for example would see the published version, while the internal editors work on updated versions of the same record.

If you want users to also access an old version of records, you can do so by following this tutorial (coming soon).

Please note, these settings are only available for object types with tag management and with multiple masks.

Field Visibility

Instead of creating masks to hide / show fields, you can also use the field visibility plugin to give users / user groups access to more or less fields in the editor or detail view. By adding a field for a specific user / group, this field will automatically be hidden for all other users.

Please note, that the field visibility plugin is a frontend only feature. Over the API all fields from the used mask are available (even though they might be hidden with the field visibility plugin).

OPTION	DESCRIPTION
Internal Name	Internal name to identify the settings.
Fields	Select all fields that should only be visible for a specific user or user group.
Tag Filter	Add a tag filter, if the fields should only be visible when a record has a specific tag.
User / Group	Select the user and / or groups that should be able to access the specified fields.

So if you have a field "Insurance Sum" that only users of the group "Power Users" are allowed to access, add one row, select the field "Insurance Sum" and select the group "Power Users". All other users won't be able to access this field.

Filter for Linked Object Types

If an object type refers to other object types, filters for these lists / thesauri can be defined here.

Use Case 1

If, for example, you have a list of persons where you, for example, define if the person is a photographer or a sculptor, you can set up a filter, so that only persons with the type "Photographers" will be shown for the "Photographer" input field. All other persons would be hidden. If the same list is also used for other fields (e.g. for "Artists"), the filter does not apply there and all records from the person list are displayed.

Use Case 2

If, for example, you have a hierarchical list of categories and want users to be able to only link records from the lowest level, this can also be accomplished with a filter. To do this, select the relevant field (e.g. "Categories") and activate the checkbox "Restrict Selectability to the Lowest Level". Afterwards, only the records on the lowest level can be linked to a record in this specific field. Records with subordinate entries cannot be linked. This filter does not take effect in the expert search. There, records of all levels can still be selected in the specific field.

Options

OPTION	DESCRIPTION
Display Name	Name of the filter. Will be shown in the search.
Fields	Select the fields you want to filter. Only fields that are linked to an object type are available.
Restrict Selectability to the Lowest Level	Enable if only the lower levels in a hierarchical list should be selectable. If enabled, records with subordinate records can not be linked. See use case 2.
Filter	Use the expert search to filter the records of the connected object type. This search will automatically be applied to the selected field(s).

Please note, that these filter cannot be disabled in the frontend. Only root users are able to deactivate a filter in the search and access all records of the linked object type.

PDF Creator

Create custom PDF templates. See our Tutorial.

The "PDF Creator" plugin is licensed as a separate module. Please check your license agreement in case of doubt.