AX1599

Opening plan files using the Plan File Directory

Using the Plan File Directory page, you can review the list of plan files that you have permission to access in a file group, and open those plan files.

If your system is using the directory page, then your home page or another similar landing page will contain links to the appropriate directory. There is no built-in way to navigate to the directory; you must be provided with a link.

The directory shows the full list of plan files in the file group that you have security permission to access, as well as various columns with information about the plan file. The columns shown are defined at the file group level and cannot be changed in the Web Client.

Example Plan File Directory

Searching and filtering the directory

To find the plan files you are looking for, you can use the search box at the top of the page. You can also sort on any column by clicking the column header.

Additionally, if the Plan File Directory page has been set up with refresh variables, you can use these variables to filter the directory. Click the Filter icon in the toolbar to open the Filters panel and select values for the variables. When you click Apply, your selections will be used to filter the report.

Example filters for the directory

For example, imagine that the file group is for capital requests, and the Filters panel contains a refresh variable to select a request type. If you select type 1 and click Apply, the directory will be filtered to show only plan files that are classified as type 1. The current filter is shown at the top of the page, underneath the header.

The ability to filter the directory and the specific filters available are determined at the file group level. If the Filter icon is not present, then no refresh variables have been defined for the file group.

Opening a plan file

To open a plan file, click any column value that displays in blue hyperlink text. The column that contains the hyperlinks is configurable. In the previous example screenshot, the values in the CapReq column are hyperlinks and will open the corresponding plan file.

Viewing and managing attachments

If plan file attachments are enabled for the file group, you can view and manage attachments using the Attachments column. This column displays the current number of attachments for each plan file. You can click the link to open the File Attachments dialog, where you can upload, view, edit, and delete attachments for the plan file (depending on your level of permission to the plan file). The dialog provides similar functionality to the File Attachments panel for plan files.

The Attachments column is optional, and is only present if the directory has been configured to show it.

Creating a new plan file

If the current file group is an on-demand file group, then you can create a new plan file by clicking the plus icon at the top of the page. This plus icon displays along with customizable text. In the previous example screenshot, the custom text is Create new request.

This feature is only available if the file group has a designated form to allow creating new plan files (an Add File Form). Clicking the plus icon opens that form so that you can use it to create a new plan file.