{"id":20099,"date":"2015-07-08T11:29:13","date_gmt":"2015-07-08T09:29:13","guid":{"rendered":"http:\/\/help.qualiware.it\/qw-help\/?p=20099"},"modified":"2018-04-04T18:49:46","modified_gmt":"2018-04-04T16:49:46","slug":"document-manager-configuration-defining-subgroups-of-category","status":"publish","type":"post","link":"https:\/\/help.qualiware.it\/qw-help\/document-manager-configuration-defining-subgroups-of-category\/?lang=en","title":{"rendered":"DOCUMENT MANAGEMENT CONFIGURATION: DEFINING SUBGROUPS OF CATEGORY"},"content":{"rendered":"

For each category of documents, you can define subgroups<\/b>, to simplify the search in the tree and provide a classification of documents, according to various criteria. <\/span>On the General form\u00a0of document management Configuration<\/a><\/b>, press the button “sub-groups”<\/strong> (absent if the category is fictional), which opens the following form:
\n\"07conf_d19_en\"
\n<\/span><\/p>\n

    \n
  1. Press the button\u00a0\"P_AGGIUNGI\" to define a subset of a category: give it a Description<\/b><\/span> and a sequence number (Ord.<\/b><\/span> field) to set the display order in the tree (if the number remains 0, or equal numbers, the order is alphabetical).<\/li>\n
  2. Then define the grouping policy:<\/li>\n<\/ol>\n
      \n
    • Grouping to document code<\/b>: fill in the fields from\u00a0type\/code<\/strong><\/span> and to type\/code<\/b><\/span>, inserting the full code of the first and of the last document to be included in the Group: will be included (and then displayed or managed by special forms) all documents whose codes fall within the same range.<\/li>\n
    • Second Grouping SQL filter<\/b>: you can specify in the field Filter<\/b><\/span>, a SQL expression that is evaluated on the Management Form\u00a0of documentation (you can use in SQL filter, the LIKE operator and all functions permitted by the SQL database language used). <\/span>Will be included in the group all records whose fields meet this expression.<\/span><\/li>\n
    • Grouping based on the value of a field or SQL expressions<\/b>: you can specify one or more fields (up to four) of the Form\u00a0of management of documentation by choosing from the drop-down box, which includes the only character fields; t<\/span>his creates many sub-groups as there are distinct values of that field, with the exception of null values.<\/span>
      \nThe possibility of grouping for SQL expressions <\/b>is very useful if you need to group for date fields, numeric fields, fields combinations or also make decoder using subqueries.<\/span><\/li>\n
    • Grouping by Status: <\/b>in particular, between the values of the fields you can also choose the Status<\/span>\u00a0<\/i>in which the documents are divided into subgroups corresponding to the phase of planned workflow (editorial<\/i>, Published<\/i>, etc.)<\/span>.<\/i><\/i>Note<\/span><\/strong>: grouping is done on the basis of a new field added to the DOCUMENT table. <\/span>This field is not updated for documents already existing at the time of the QualiWare update, but it updates\u00a0each subsequent modification. <\/span>For this reason, in sub-groups may appear only documents created or modified after the update.\u00a0<\/span><\/i>To be able to see directly into the document tree of the Panel list of documents contained in a subgroup and its related documents (but only if QualiWare internal), tick the box “Show documents list in the tree”<\/strong>.<\/span><\/span>\u00a0\"07gruppd2_en\"<\/li>\n<\/ul>\n

      In the example shown, the category Consumi energetici<\/b> provides the grouping for year (Anno) and users (utenza) <\/i>and the relative secondary groups.<\/p>\n

       <\/p>\n","protected":false},"excerpt":{"rendered":"

      For each category of documents, you can define subgroups, to simplify the search in the tree and provide a classification of documents, according to various criteria. On the General form\u00a0of document management Configuration, press the button “sub-groups” (absent if the category is fictional), which opens the following form: Press the button\u00a0 to define a subset…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ngg_post_thumbnail":0,"footnotes":""},"categories":[5],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/posts\/20099"}],"collection":[{"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/comments?post=20099"}],"version-history":[{"count":0,"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/posts\/20099\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/media?parent=20099"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/categories?post=20099"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/tags?post=20099"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}