Chapter 3 Projects and Framework Matrices

Example: Specifying a File action

The File action lets a framework matrix user (add or) create one or more files of the specified kind in the cell. The file will be displayed in the Browser under the project node and as a document in the cell to which it has been attached.

In the following example, we will specify an action that requires the user to create at least one MS Word file from a predefined template.

Steps To require the creation of at least one MS Word file:

  1. Double-click a framework matrix cell to open its property sheet, and click the Actions tab.
  2. Click the Add a Row tool to create a new action, and double-click it to open its property sheet.
  3. On the General tab, enter "MS Word File " in the Name field.
  4. Select the Mandatory check box to specify that at least one MS Word file must be attached to the cell.
  5. Click the Detail tab, and specify the following properties in the fields (see Framework matrix action property sheet Detail tab):
    Property Select or enter
    Type File
    Document template Click the Ellipsis button to select the Functional specifications.doc template.
    File type .doc

  6. Click OK to close the action and cell property sheets and return to the framework matrix.

    The File action is now available for use by framework matrix users (see Attaching a document to a framework matrix cell).

 

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