Creating a Document Library

If you are licensed to use the optional document library feature, you can create document libraries for your users. To add a new library:

  1. On the DivePort title bar, select ADMIN > Document Libraries.

    The Document Libraries Closeddialog box opens.

  2. Click New.

    The Add Document Library Closeddialog box opens.

  3. Enter a Name for the new document library, and then click OK.

    The library is added to the Document Libraries list.

  4. Click the chevron next to the new document library name, and then select Settings.

    The Document Library Settings Closeddialog box opens.

  5. Click Add.

    The Add Attributes Closeddialog box opens. This is where you define the custom attributes for the document library.

  6. Edit the attributes:

    • Name: Specifies a name for the metadata column. This attribute is required.
    • Description: Specifies the purpose of the column. This description appears as a tooltip on the data entry form.
    • Default value: Specifies a default to initialize the column. The value can be explicit or the result of resolving a macro, for example, $(MACRO Threshold). This attribute is optional.
    • Display label: Specifies an alternative column heading. This allows you to change what the user sees when prompted for input for this attribute. This attribute is optional.
    • Perform lookup: Enables the Lookup configuration option.

      NOTE: Selecting this option disables Must be unique, Required item, and all five Data type options

    • Lookup configuration—Opens the Configure Lookup Constraint Closeddialog box, which you can use to define the Closedlookup values.

       Configure lookup constraint dialog box.

      • Source Attribute—Specifies the column that is used for the lookup. Click the search icon Search icon that looks like a magnifying glass. to see a list of available columns. This attribute can be a free entry column or one with an in a list constraint to match the lookup values.
      • Hide the source attribute in the data input dialog—Prevents users from seeing the source attribute.
      • Table—Identifies an entry from the tables subdirectory to be used as a data source.
      • Show '+' button when available—Adds a + button next to the pull-down list or combo box that users with permission can use to add another row to the table.
      • View—Opens the Select a Column Source File dialog box, that you can use to browse your DiveLine directories and select a model, DivePlan, or Tunnel script file to use as a data source.
      • Change—Opens the Select a Column Source File dialog box, that you can use to browse your DiveLine directories and select a different model, DivePlan, or Tunnel script file to use as a data source.
      • Lookup ID column/attribute—Specifies the column on which to perform the look up. For a View, you must select a dimension with values that match those of your source attribute and also has info fields attached.
      • Lookup value column/attribute—Specifies the column from which to retrieve a value. For a View, select from the info fields in the list.
      • Use alternate column to sort values—Specifies use of the order resulting from sorting a column that you specify in the table. This overrides the default alphabetical order.
      • Display in form as—Specifies the format of the list (for example: Pulldown list, Dynamic combobox, Radio buttons). When the default, Auto is selected, DivePort determines the presentation based on the size of the data set. To optimize performance, a pull-down list is used for small data sets and a combo box is used for large data sets. Both support a maximum of 120 items for form portlets.
    • Read-only: Select if the column is displayed in the table, but cannot be changed.
    • Must be unique: Select if the value must be unique.
    • Required item: Indicates if the user must specify this attribute to add a document.
    • Data type: Select one of the five available data types:

    • Text—Specifies that the column accepts any data characters. Click the adjacent Configure option to open the Format text input Closeddialog box, which you can use to specify the number of rows of text. Default is 1 row.

      Format text input dialog box.

    • Number—Specifies that the column accepts only numeric data characters. Click the adjacent Configure option to open the Configure Attribute Constraint Closeddialog box, which you can use to specify the numeric format and a range of acceptable values. For more information, see Formatting Numeric Values.

      Configure attribute constraing dialog box.

      NOTE: When entering Minimum and Maximum number values, do not include commas. Decimal points are allowed.

    • Date—Specifies that the column accepts a date. Click the adjacent Configure option to open the Configure Date Constraint Closeddialog box, which you can use to Closedspecify the date format and other restrictions.

      Configure date constraint dialog box.

      • Format—Select a format from the list. Default is mm-dd-yyyy.
      • Earliest/Latest Allowed Date:

        • No Restriction—All dates are allowed.
        • Fixed Date—Enter a date or select a date from the calender picker.

        • Today—Limit the date to the current date (unless using an offset).

        • Offset—Enter an offset number of days to use the current date as a reference point. A positive number moves the date forward from today; a negative number moves the date backwards.
        • From Marker—Set the date from a marker.

          Click Change to specify the marker file.

          Column—Select a column from the marker.

          Row—Select a row from the marker

    • In a list—Requires that you indicate where the set of values resides. You can enter a short fixed list when you define the constraint, select a library table, or a DiveLine file. Click the adjacent Configure option to open the Configure In A List Constraint Closeddialog box, which you can use to Closeddefine the list and other constraints.

      Configure in a list constraint dialog box.

      • Fixed List—Specifies that the list values are entered in a comma-separate list in the adjacent text box. This option is useful when the values do not change very often and do not need to be stored in a separate table.
      • Table—Specifies that the list values are retrieved from an input table. The Table list provides all options for your portal.
      • Show '+' button when available—Adds a + button next to the pull-down list or combo box that users with permission can use to add another row to the table.
      • Column—Locate and select a column from the specified table.
      • Sort Column—Specifies an alternative sort order resulting from sorting a specified column.
      • View—Specifies that the list values are retrieved from a model, DivePlan, or Tunnel file. The View must have a dimension that matches the column specified in the next text box. Click Change to open the Select a Column Source File dialog box, from which you can select the model, DivePlan, or Tunnel script.

      • Column—Locate and select the column from the selected file

      • Display in form as—Specifies the format of the list (for example: Pulldown list, Dynamic combobox, Radio buttons) on a form portlet. When the default, Auto is selected, DivePort determines the presentation based on the size of the data set. To optimize performance, a pull-down list is used for small data sets and a combo box is used for large ones. Both have a limit of 120 items for form portlets QuickView.

        NOTE: If you select the Radio buttons format, and no default value is specified, the first value in the list is selected by default in DivePort 7.1(6) and earlier. Later versions of DivePort do not select a default value unless one is specified on the Edit Attribute dialog box.

    • Boolean checkbox—Specifies that two values are available: one displays as a selected check box, and another displays as a cleared check box. Click the adjacent Configure option to open the Configure Attribute Constraint Closeddialog box, which you can use to Closedspecify the Boolean values.

      NOTE: If the column contains more than two values, including empty or null values, DivePort treats the unspecified values as if they are unchecked by default and presents a cleared check box. Alternatively, you can select Treat values other than the two as checked, in which case the check box representing those values is selected.

      Configure Attribute Constraint dialog box for Boolean values.

      • Value (checked)—Specifies the value to use if the check box is selected.

      • Value (unchecked)—Specifies the value to use if the check box is cleared.

      • Treat values other than the two as checked—Specifies that values that do not match either the checked value or the unchecked value are to be interpreted as checked.
  7. Click OK to save your changes. Add as many attributes as needed to complete the definition of your document library, and then click OK.