Folder Fields

Name

Name is a mandatory field.

Parent Field

In Vine, foldersA folder in Vine is a named group of objects. can be classified using the hierarchy of a folders tree.

The hierarchy assumes that any folder in the tree has a parent folder, i.e. the folder which is one level higher in the hierarchy and which includes the “child” folder. Naturally, top-level folders cannot have parent folders.

A parent folder contains its child folders which are shown when the parent is opened.

In order to be shown in a folders tree, any folder, except top-level folders, must have a parent folder.

It is recommended that you always assign a parent to any folder.

Note that the Parent field is a link field. When you open the folder edit form to create a new folder, the last previously selected folder will be automatically added as the parent of the new folder.

Visibility Field

From the Visibility listIn lists objects are represented by small icons and object names. Icons help you to recognize object types. Press a keyboard character (a letter or a digit) to jump to the list item that starts from this character. The first matching item will be chosen, counting from the top of the list., you specify users and user groups who can see and use the folder. These users cannot open the edit form of the folder and change its name or any of its settings.

Editing Field

From the Editing list, you specify users and user groups who have full control of the folder. They will be able to change the folder's name and its other settings.

Contents Type Field

From the Contents Type list, you choose the connectionVine objects are linked to each other by connections. Vine shows an object together with links to all objects directly connected to it. type with which objectsAll information in Vine is stored in the server database as named objects of different types. Examples: a company, a person, an event, a sales case. will be linked to the folder as members.

If you want the folder to contain other folders, you need to choose “Folder" from the Contents list.

If the contents does not include the types you need, you should ask your Vine database administrator to add them. Note also that the administrator can change the names of connection types which follow object types in the list entries.

Access Rights

For information about object access rights please see the Protecting Objects chapter.

Image Field

For information about image fields please see the Image Fields chapter.

Description

Use this field for a free-form description of the folders. A standard description field can store up to 2000 characters.

Excluding Checkbox

Folders including other folders can be of the Excluding type. It means that within that folder any object can be included into a single sub-folder only.

An important thing to notice is that a folder’s Excluding setting is valid only for the folder’s immediate sub-folders, i.e. the sub-folders of the first level.

Example 1:

You have a top-level folder "Company Roles" which group all the companies in the database into 4 distinct folders: Competitor, Customer, Partner, Prospect:

If you do not want any company to be present in more than one of these folders at the same time, you set the "Company Roles" folder as excluding. Vine will watch companies you add to the direct sub-folders of the "Company Roles" folder and will not allow you to add a company to more than one of these folders.

Example 2:

For quick reference, you may want to store all projects in a single folder and to classify them by customer and by status. For instance, you can organize projects of your customers separately from those of your partners and, in addition, classify all projects by their current status, for instance, Started, Active, Closed.

One possible solution is the following: You create a top-level folder “Projects” with the following sub folders:

Name

Contents

Description

By Customers

Folder-Belongs

To store folders of customer projects

Started

Project-Belongs

To store all recently initiated projects

Active

Project-Belongs

To store all working projects

Closed

Project-Belongs

To store all finished projects

You set the “Projects” folder to be Excluding to ensure that no project can be included into more than one status folders: Active, Closed, Started.

You set the “By Customers” folder to be Excluding to ensure that no project can be assigned to more than one customer folder.