Add a File Grid to a Form

File grids allow users to add new files to objects that tasks run against or to link existing Primavera Cloud files to running workflows.

When a task performer uses a file grid to add a file, that file becomes available alongside other files in the folder structure of the object that the task runs against. In order for task performers to add files to an object, they must have the required file security privileges for that object.

When a task performer uses a file grid to link a file, information about that file is visible on the file grid for subsequent workflow tasks that use it in the same context. In order for task performers to link files, they must have the required security privileges for these files.

In order for subsequent task performers to see information about added or linked files on the file grid, they must have the required security privileges for these files.

To add a file grid to a form:

In the object selector, select a workspace.
In the sidebar, hover over  Workflows and Forms, and select Form Design.
On the Form Design page, select a form.
On the Form toolbar, select the  File Grid icon and drag it onto the form canvas.
In the Select Fields dialog box, in the Available list, select the fields to add to the file grid and then select  Move Right.
The fields you select here determine what information the file grid displays about all files that are added or linked with the file grid.

You can add multiple fields at once.

To reposition a field in the Selected area, select it and then select  Move Up or  Move Down.
Select Select.
Select the new file grid.
In the Properties: File Grid area, edit the properties of the file grid.
Under Usage, select Required for those columns you want required, and Editable Data to make those columns editable.

Note: Some columns are automatically configured. For example, Name is required. Some columns, such as Last Modified By, are not required nor editable, so these options are disabled.

Under File Grid Usage, select Add if you want users to be able to add new files to the objects that the form runs against. Select Link/Unlink if you want users to be able to link existing files to the workflow.

Note: Files are linked or unlinked only to a form used in the workflow.
Select Save.

Tips

You can add, delete, reposition, and resize file grid columns in the Properties: File Grid area, under the Columns heading.
Note: The Name column is mandatory, cannot be deleted from or moved within the grid, and is by default the first column.
To add columns, select  Add.
To delete a column, select the column and then, under the Columns heading, select  Delete.
To change the position of a column, select it, and then select  Move Up or  Move Down.
To change the width of a column, select the width percentage of the column, and enter a new value.
To change the width of a file grid, move your cursor to the left or right edge and drag it to the desired length.

Last Published Tuesday, May 21, 2024