CCL File Attachments Download - Revision history

Philip Lacey at 09:37, 22 January 2015

2015-01-22T09:37:45Z

Philip Lacey at 09:36, 22 January 2015

2015-01-22T09:36:57Z

Patrick Jenkins at 09:00, 22 January 2015

2015-01-22T09:00:56Z

Patrick Jenkins at 08:59, 22 January 2015

2015-01-22T08:59:45Z

Patrick Jenkins at 08:57, 22 January 2015

2015-01-22T08:57:37Z

Patrick Jenkins at 08:56, 22 January 2015

2015-01-22T08:56:54Z

Patrick Jenkins at 08:56, 22 January 2015

2015-01-22T08:56:05Z

Patrick Jenkins at 08:55, 22 January 2015

2015-01-22T08:55:22Z

Philip Lacey: /* Getting the Download link */

2015-01-08T12:43:49Z

‎Getting the Download link

Philip Lacey: /* Getting the Download link */

2015-01-08T12:42:26Z

‎Getting the Download link

@@ Line 49: / Line 49: @@
 '''Example link'''
-https://ww3.allnone.ie/client/client_allnone/main/userContact_HistoryExternal-download.asp?a=399A8D50-2D84-4C75-A348-9312AAB5DF0a1b2c3655a1b2c31a1b2c313a1b2c3E2C192A1-646A-49C0-9E4F-348DDCF6829
+https://ww3.allnone.ie/client/client_demo/main/userContact_HistoryExternal-download.asp?a=399A8D50-2D84-4C75-A348-9312AAB5DF0a1b2c3655a1b2c31a1b2c313a1b2c3E2C192A1-646A-49C0-9E4F-348DDCF6829
 [[Category:Module Specific:Form Management]]

@@ Line 1: / Line 1: @@
-== Overview ==
+= Overview =
-Previously, this was the only way to download file attachments assigned to records. Now bxp users, as well as non bxp users can download a file using a custom hyperlink. This allows users of bxp to get a hyperlink of a file attachment and send it on to any other bxp user or non bxp user they wish.
+bxp software (bxp) enables users with the ability to upload and attach a file to a data record (CDA) by adding it to the ''contact history'' of a record (CCL). Users have the ability to download the attached files by opening the contact history on a record and clicking the download link.
-'''** Note -''' The hyperlink only gives the recipient of the link the ability to download the file, it does not allow them to gain access to read or update the data record. This will always be the case.
+Previously, being logged in with appropriate permissions was the only way to access these files through the contact history and download the files attached to the records. Now bxp users, as well as non bxp users can download a file using a custom hyperlink. This allows users of bxp to get a hyperlink of a file attachment and send it on to any other bxp user or non bxp user they wish.
 In order to allow CCL documents to be downloaded from the contact history of a record in a form, you must explicitly set permissions to allow non-bxp users to download a file that is apart of a records contact history. To enable this setting simply navigate the following system path:
-''Main Menu > Form Management >Form - Primary Management > Form Advance Settings ''
+''Main Menu > Form Management >Form - Primary Management > Form - Advanced Settings > External''
-Once you have navigated the above system path open the section ''External'', once here you will see the setting ''Allow External CCL file download''. Set this setting to '''True''' to enable the download ability or set this to '''False''' to disable the download ability.
+Locate the setting ''Allow External CCL file download''. Set this setting to '''True''' to enable the download ability or set this to '''False''' to disable the download ability.
@@ Line 22: / Line 28: @@
-'''** Note -''' By Default this setting is always set to '''False''' and must be turned on by a user in you instance of bxp
+ N.B. By Default this setting is always set to '''False''' and must be turned on by a user in you instance of bxp
-In order to receive the download link for a file attachment, you must have a bxp user account with access to the form the file is attached too. The first thing to do is navigate to the form and open the data record in question. Once this is complete, open the ''contact history'' for the record. Open the CCL that relates to the file you wish download the link. You will now see the field ''External Download Link''. This link refers to downloading the file outside of bxp. You must copy the link exactly as it is in bxp as the link contains access information required by bxp to allow the download.
+= Locating the Download URL =
@@ Line 36: / Line 50: @@
 https://ww3.allnone.ie/client/client_allnone/main/userContact_HistoryExternal-download.asp?a=399A8D50-2D84-4C75-A348-9312AAB5DF0a1b2c3655a1b2c31a1b2c313a1b2c3E2C192A1-646A-49C0-9E4F-348DDCF6829

@@ Line 17: / Line 17: @@
 Once you have navigated the above system path open the section ''External'', once here you will see the setting ''Allow External CCL file download''. Set this setting to '''True''' to enable the download ability or set this to '''False''' to disable the download ability.
 [[File:CCLExternalSetting.png]]
 '''** Note -''' By Default this setting is always set to '''False''' and must be turned on by a user in you instance of bxp
-== Getting the Download link ==
+== Getting the download link ==
 In order to receive the download link for a file attachment, you must have a bxp user account with access to the form the file is attached too. The first thing to do is navigate to the form and open the data record in question. Once this is complete, open the ''contact history'' for the record. Open the CCL that relates to the file you wish download the link. You will now see the field ''External Download Link''. This link refers to downloading the file outside of bxp. You must copy the link exactly as it is in bxp as the link contains access information required by bxp to allow the download.
@@ Line 31: / Line 33: @@
-'''Example Link'''
+'''Example link'''
 https://ww3.allnone.ie/client/client_allnone/main/userContact_HistoryExternal-download.asp?a=399A8D50-2D84-4C75-A348-9312AAB5DF0a1b2c3655a1b2c31a1b2c313a1b2c3E2C192A1-646A-49C0-9E4F-348DDCF6829

← Older revision		Revision as of 08:59, 22 January 2015
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	Once you have navigated the above system path open the section ''External'', once here you will see the setting ''Allow External CCL file download''. Set this setting to '''True''' to enable the download ability or set this to '''False''' to disable the download ability.		Once you have navigated the above system path open the section ''External'', once here you will see the setting ''Allow External CCL file download''. Set this setting to '''True''' to enable the download ability or set this to '''False''' to disable the download ability.

		+	[[File:CCLExternalSetting.png]]

	'''** Note -''' By Default this setting is always set to '''False''' and must be turned on by a user in you instance of bxp		'''** Note -''' By Default this setting is always set to '''False''' and must be turned on by a user in you instance of bxp

← Older revision		Revision as of 08:57, 22 January 2015
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−	Once you have navigated to the above system path open the section ''External'', once here you will see the setting ''Allow External CCL file download''. Set this setting to '''True''' to enable the download ability or set this to '''False''' to disable the download ability.	+	Once you have navigated the above system path open the section ''External'', once here you will see the setting ''Allow External CCL file download''. Set this setting to '''True''' to enable the download ability or set this to '''False''' to disable the download ability.

← Older revision		Revision as of 08:56, 22 January 2015
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	== Enabling the external download==		== Enabling the external download==
−	In order to allow CCL documents to be downloaded from the contact history of a record in a form, you must explicitly set permissions to allow ~~none~~ bxp users to download a file that is apart of a records contact history. To enable this setting simply navigate the following system path:	+	In order to allow CCL documents to be downloaded from the contact history of a record in a form, you must explicitly set permissions to allow non-bxp users to download a file that is apart of a records contact history. To enable this setting simply navigate the following system path:

@@ Line 7: / Line 7: @@
 '''** Note -''' The hyperlink only gives the recipient of the link the ability to download the file, it does not allow them to gain access to read or update the data record. This will always be the case.
 == Enabling the external download==
@@ Line 13: / Line 14: @@
 ''Main Menu > Form Management >Form - Primary Management > Form Advance Settings ''
 Once you have navigated to the above system path open the section ''External'', once here you will see the setting ''Allow External CCL file download''. Set this setting to '''True''' to enable the download ability or set this to '''False''' to disable the download ability.
 '''** Note -''' By Default this setting is always set to '''False''' and must be turned on by a user in you instance of bxp

← Older revision		Revision as of 08:55, 22 January 2015
Line 7:		Line 7:

	'''** Note -''' The hyperlink only gives the recipient of the link the ability to download the file, it does not allow them to gain access to read or update the data record. This will always be the case.		'''** Note -''' The hyperlink only gives the recipient of the link the ability to download the file, it does not allow them to gain access to read or update the data record. This will always be the case.
		+
		+	== Enabling the external download==
		+	In order to allow CCL documents to be downloaded from the contact history of a record in a form, you must explicitly set permissions to allow none bxp users to download a file that is apart of a records contact history. To enable this setting simply navigate the following system path:
		+
		+
		+	''Main Menu > Form Management >Form - Primary Management > Form Advance Settings ''
		+
		+	Once you have navigated to the above system path open the section ''External'', once here you will see the setting ''Allow External CCL file download''. Set this setting to '''True''' to enable the download ability or set this to '''False''' to disable the download ability.
		+
		+	'''** Note -''' By Default this setting is always set to '''False''' and must be turned on by a user in you instance of bxp
		+

	== Getting the Download link ==		== Getting the Download link ==

← Older revision		Revision as of 12:43, 8 January 2015
Line 10:		Line 10:
	== Getting the Download link ==		== Getting the Download link ==

−	In order to receive the download link for a file attachment, you must have a bxp user account with access to the form the file is attached too. The first thing to do is navigate to the form ~~the file is attached~~ and open the data record in question. Once this is complete, open the ''contact history'' for the record. Open the CCL that relates to the file you wish download the link. You will now see the field ''External Download Link''. This link refers to downloading the file outside of bxp. You must copy the link exactly as it is in bxp as the link contains access information required by bxp to allow the download.	+	In order to receive the download link for a file attachment, you must have a bxp user account with access to the form the file is attached too. The first thing to do is navigate to the form and open the data record in question. Once this is complete, open the ''contact history'' for the record. Open the CCL that relates to the file you wish download the link. You will now see the field ''External Download Link''. This link refers to downloading the file outside of bxp. You must copy the link exactly as it is in bxp as the link contains access information required by bxp to allow the download.

← Older revision		Revision as of 12:42, 8 January 2015
Line 10:		Line 10:
	== Getting the Download link ==		== Getting the Download link ==

−	In order to ~~get~~ the download link for a file attachment you must have a bxp user account with access to the form the file is attached too. The first thing ~~you will have~~ to do is navigate to the form the file is in and open the data record in question, ~~once you have done this~~ open the ''contact history'' for the record. Open the CCL that relates to the file you wish ~~to get~~ the ~~download~~ link ~~for, once here you~~ will see the field ''External Download Link''. This link ~~is what should be referenced~~ to ~~download~~ the file outside of bxp~~, you~~ must copy the link exactly as it is in bxp, as the link contains access information required by bxp to allow the download.	+	In order to receive the download link for a file attachment, you must have a bxp user account with access to the form the file is attached too. The first thing to do is navigate to the form the file is attached and open the data record in question. Once this is complete, open the ''contact history'' for the record. Open the CCL that relates to the file you wish download the link. You will now see the field ''External Download Link''. This link refers to downloading the file outside of bxp. You must copy the link exactly as it is in bxp as the link contains access information required by bxp to allow the download.