Defaults

Overview

inPoint.Web can apply specific settings either:

• Globally (default fallback when no other matches - when not setting an itemUri nor any formatIds)
• A specific folder by itemUri (specify itemUri and exactItemUri=true)
• A specific folder including it's subfolders of an itemUri (specify itemUri and exactItemUri=false)
• any folder that uses the defined FormatIds

You can configure the following items in the Defaults configuration:

• Upload restrictions - limit which files can be uploaded
• Document List
  • Quick Filter settings - which column/operator and whether to enable/disable this feature
  • Persist user settings - whether to remember sorting/filtering
  • Document row click actions - icon/single/double/context click events
  • Flags - edit/download/assignment/classification/sync features
  • default Sorting and Filtering to apply
• ItemActions - customized actions panel
• ItemFlows - customized import/export settings
• Visual Rules
  • Custom Attribute Icons & Colors
  • Custom Markers

See Configuration for setting this up.

Syntax

"defaults": [{
    "itemUri": "pam-item://hierarchy=51@path=78$-7",
    "exactItemUri":  true,

    "formatIds": [ ... ],

    "persist": false,

    "shouldBeVisible": {
        "isDocEditAllowed": true,
        "isDocDownloadAllowed": true,
        "isDocAssignmentAllowed": true,
        "isDocClassificationEditAllowed": true,
        "isDocSendByEmailAllowed": true,
        "isFolderClassificationEditAllowed": true,
        "inPointSyncIntegration": true,
    },

    "docList": {
        "quickFilter": {
            "name": "Common Name",
            "visible": true/false,
            "operator": "Equals/NotEquals/Contains/DoesNotContain/StartsWith/DoesNotStartWith/EndsWith/DoesNotEndWith"
        }
    },

    "docListClick": {
        "onIconClick": false,
        "onIconClickNewWindow": false,
        "onSingleClick": false,
        "onDoubleClick": true,
        "onContextClick": false
    },

    "sorts": [{
        "name": "Nummer1",
        "direction": "Descending"
    }],
    "filters": [{
        "name": "Nummer2",
        "operator": "Between",
        "values": [ "0.1", "0.3" ]
    }],

    "formActions": {
        "replace": false,
        "actions": [ ... ]
    },

    "itemActions": {
        "replace": false,
        "categories": [ ... ],
        "actions": [ ... ]
    },

    "itemFlows": {
        "replace": false,
        "categories": [ ... ],
        "flows": [ ... ]
    },
    "activityList": {
        "showNotes": true,
        "showAddNote": true,
        "showHistory": true,
        "showRetentionInfo": true
    },
    "viewName": "folder/mail/flat",
    "visualRules": [{
        "targetNames": ["location"],
        "markerImage": "/path/to/marker.svg",
        "markerSize": [50, 80],
        "markerAnchor": [25, 80],
        "iconImage": "/path/to/icon.svg",
        "iconSize": [10, 10],
        "color": "red",
        "rules": [{
            "filters": [{"name": "status", "value": "WIP"}],
            "markerImage": "/path/to/marker.svg",
            "iconImage": "/path/to/icon.svg",
            "color": "red"
        }]
    }],
    "share": {
        "shareType": "share/link/attachment/pdf",
        "isInPointClientAllowed": true/false,
        "isInPointWebAllowed": true/false,
        "isLinkAllowed": true/false,
        "isShareAllowed": true/false,
        "isDocSendAsAttachmentAllowed": true/false,
        "isDocSendAsPdfAllowed": true/false,
    }
}]

Examples

Global upload restrictions

"defaults": [{
    "upload": {
        "maxNumberOfFiles": 1,
        "deniedFileTypes": [ ".zip", ".7z", "application/zip", "video/*" ]
    }
}]

Folder specific filter and sort

"defaults": [{
    "itemUri": "pam-item://hierarchy=51@path=78$-7",
    "exactItemUri": true,
    "persist": false,
    "sorts": [{ "name": "Nummer1", "direction": "Descending" }],
    "filters": [{
        "name": "Nummer1",
        "operator": "GreaterThanOrEqualsTo",
        "values": [5]
    }]
}]

Disable inPointSync integration

NOTE: this basically disables Editing the file - the user will have to download and re-upload as a new Version.

"defaults": [{
    "inPointSyncIntegration": false
}]

Disable Download

NOTE: this only removes the Download actions from the Context menu and ItemActions panel - a savvy user will still be able to download at most the PDF version of the document (since even the Document Viewer needs to download it in order to Preview it).

"defaults": [{
    "shouldBeVisible": {
        "isDocDownloadAllowed": false,
    }
}]

Disable sending Documents via Email

NOTE: this only removes the Send Document action from the ItemsActions panel.

"defaults": [{
    "isDocSendByEmailAllowed": false,
}]

Visual Rules

Define visual rules for custom markers, attribute icons and attribute colors.

See Configuration for setting this up.

NOTES:

• Reference any attribute by {CommonName} in color, iconImage or markerImage nodes to calculate your URL/path of the file or color string.
• Local image paths, filter names and values are case insensitive.
• References to attributes are case sensitive.

"defaults": [{
    "visualRules": [{
        // Defaults/Fallbacks
        "targetNames": ["location"],
        // Custom Marker defaults
        "markerImage": "/lib/marker/{Status}-{Type}.svg", // (optional fallback)
        "markerSize": [50, 78],
        "markerAnchor": [25, 63],
        // Attribute Icon defaults
        "iconImage": "/lib/icon/default.svg", // (optional fallback)
        "iconSize": [10, 10],
        // Attribute Color
        "color": "{Color}", // (optional fallback)
        // Rule sets (Define from specific to general)
        "rules": [{
            // Specific Rule to set marker, all filters must apply
            "filters": [
                {"name": "type", "value": "Offer"},
                {"name": "status", "value": "WIP"}
            ],
            "markerImage": "/lib/marker/some-custom-marker.png",
        }, {
            // Rule to set attribute icon and color
            "filters": [{"name": "status", "value": "WIP"}],
            "iconImage": "/lib/icon/special-{Type}.png",
            "color": "blue"
        }, {
            // Fallback Rule with no filters, if none of the above apply
            "markerImage": "/lib/marker/fallback.svg",
            "iconImage": "/lib/icon/fallback.svg",
            "color": "orange"
        }]
    }]
}]

Manage Activities

See Configuration for setting this up.

NOTE: This configuration will override your ItemView_Activity configuration.

Show Comments (read-only)

"defaults": [{
    "activityList": {
        "showNotes": true,
        "showAddNote": false,
        "showHistory": false,
    }
}]

Show History (with Retention Info)

"defaults": [{
    "activityList": {
        "showNotes": false,
        "showHistory": true,
        "showRetentionInfo": true
    }
}]

Share

Define how to share documents/folders.

See Configuration for setting this up.