Route File MD - SINGLE UPLOAD  

  1. File MD can be configured to be either Single File upload or Multi File Upload. Based on if the File MD is either Single or Multi Upload, the UI for File Route will be different 

  2. A new toolbar button to configure a Route has been introduced to the File MD toolbar  

Note: The examples and content is related to For Single Upload: File MD configuring a File Route.


 

  1. Tapping on the File Route Toolbar button will invoke the existing 'Create Route' window .



  1. Configuring a Route from File MD will support all of the existing use cases.



  1. Once a File is routed via File, The Image will get the Route Watermark.  



Device Screen Example: 


          



Route File MD - Toolbar Options 


  1. When a File is being ACTIVELY Routed, Some of the Toolbar buttons Until the file route is complete has to be  DISABLED  

  • Add - Disabled when Route is Active   

  • Version - Disabled when Route is Active   

  • Sketch - Opens sketch and invoke the Route Widget  

  • Download - Enabled when Route is active  

  • Route - When the Route is Active, Clicking on this button will invoke the Route details in Read ONLY  mode 

  • Cancel Route - Enabled when Route is Active  

  • Delete - Disabled when Route is Active  


2. When a File is Actively Routed, Clicking on Sketch if a User is NOT part of the Route has to show the pop up  and clicking on YES will open the File is Sketch Read Only mode.



3. 'File is being Actively Routed to other team members, While the route is active, the File will open in View  Only. Are you sure you want to continue ?' Clicking on Yes will open the File in Sketch Read Only.



Cancel Route  

ACTIVE Routes can be canceled using the 'Cancel Route' toolbar button, Cancel toolbar button will ONLY be  ENABLED for Project Owners and App admins. For a normal User who has access to the App, cannot cancel the  route and the toolbar button will be disabled at all times. 



App Files - View Routed Files  

  1. Users can view the Files routed via File MD from the App Files folder in Drive. 



  1. File that was Routed via File MD, In the App Files Folder will show the Route Watermark.  

  2. Selecting the Routed file and clicking on the Route toolbar button will show the Route details.  

  3. Info Panel will show the Route History as a new section and show the Route data as well the history of the previous Route (Existing functionality in other areas we have currently implemented). 


  1. Double Tapping on the File MD has to honor the Route Security, If a User who is not part of the Route tries to  open the File, Show the below pop up, For the User who is part of the Route tries to open the File in Sketch  then Invoke Sketch with Route Widget open.


Route File MD File from App Files Folder  

  1. File MD File can also be Routed from App Files Folder using the Route Toolbar button.  

  2. Selecting the File MD and Routing from App Files is the same as Routing via the Smart Item by navigating into  File MD and Routing it from there. if the File MD file is routed from App Files, the same has to be written to File  in File MD of the Smart Item and vice versa.  

  3. As per existing implementation, an Active File Route can be Canceled from File INFO panel in version/ Revision for the File, For App File → File MD that is routed, CANCEL Route button will be available in the  toolbar. Users who created the File and User with Manage permissions can cancel the Route.  



Route via File MD when Item is NOT Saved  

When Smart Item is not NOT SAVED/Draft, Show the Route icon, when you click on the route icon, prompt user  to save the items first and them invoke the Add Route page.


Route File MD - MULTI File Upload 

  1. File MD can either be Single File Upload or Multi File upload. For File MD that is of type Multi, Clicking on the  Route toolbar button will show a toast 'Select One or more Files to Route'.


  1. When the Route toolbar button is clicked, 2 NEW UI elements will be available  

a. Select to Route  

b. Select All


  1. Users can Individually select files to Route or Select All the files part of File MD to Route. 


  1. To individually Route, Click on 'Select Files to Route' checkbox and click on the PREV/NEXT arrow and  navigate to the other file and select the checkbox on that file to Route  OR can do Select ALL button on the  right corner to Route all the files part of the File MD. As the User selects the Files to Route the count 'Selected  X' gets updated dynamically. 


  1. Once the Files to Route has been selected, Clicking on the Toolbar button will invoke the Create Route  window.


  

  1. Once a File is routed via File, The Image will get the Route Watermark. When a File is being ACTIVELY Routed, Some of the Toolbar buttons Until the file route is complete has to be  DISABLED  

  • Add - Enabled when Route is Active   

  • Version - Disabled when Route is Active   

  • Sketch - Opens sketch and invoke the Route Widget  

  • Download - Enabled when Route is active  

  • Route - When the Route is Active, Clicking on this button will invoke the Route details in Read ONLY  mode 

  • Cancel Route - Enabled when Route is Active  

  • Delete - Disabled when Route is Active  


  1. For the Files that are NOT routed will show the normal toolbar buttons (Existing functionality) .

Device Screen Example:  


We do not need CREATE File Route to work on devices from File MD, User will still be able to STAMP via  devices. 


        


Last Updated: Aug-04-22