Folder Types represent the basic types of folders (Jobs, Customers, etc...) of a physical file cabinet, and include a set of database fields specific to the folder type (e.g. the job number, job name, due date, etc.). Virtual Ticket Developer includes three pre-defined folder types: Customers, Digital Resources, and Jobs. You may create custom folder types in addition to these folder types.
Note: If Virtual Ticket Developer is part of a Workgroups system, eight pre-defined folder types are included: Cost Centers, Customers, Employees, Estimates, Departments, Digital Resources, Invoices, and Jobs.
Creating a new folder type
Select File Cabinet from the Administration menu. This will open the File Cabinet window if it is not open, or bring it to the front if it is already open.
Click New () and select Folder Type. A New Folder Type dialog box will appear, asking you to name the folder type and specify the folder type ID and Description fields.
Name the new folder type in the Name field. Example folder type names include "Art_Catalogs", "Products", "SKUs", "Brands", etc.
In the ID Field area of the dialog, specify the name, datatype, andmaximum length (if necessary) of ID field for the new folder type. The folder type ID field will store the unique identifiers used to distinguish individual folder records (its function is similar to that of the index tab on a physical file cabinet folder). For example, the jobs folder type uses a unique integer (the job number) to identify individual jobs while the customers folder type uses a unique alphanumeric code (the customer code) to identify individual customers. The folder type ID field can be either a character field (with up to 16 characters) or an integer field. Important! In order to utilize Virtual Ticket's serialization features for auto-numbering, you must select the integer datatype for the folder type's ID field.
In the Description Field area of the dialog, specify the name, datatype, andmaximum length (if necessary) of description field for the new folder type. The folder type description field will store the descriptions of individual folder records. For example, the jobs and customers folder types use the job name and customer name, respectively, as the descriptions of jobs and customers. The folder type description field can be a character field (with up to 255 characters), integer, 64-bit integer, decimal, decimal(HI), date, or time field. Note: Once a description field has been set, it can be changed in the File Cabinet window.
Click Add (). This will save the new folder type to the Virtual Ticket database and display the folder type within the structure grid of the File Cabinet window.
At this point, the new folder type has been created and is displayed in the File Cabinet window. In most cases, the next step will be to begin creating database fields that will store information about the folder type (in addition to the ID and description). The creation of database fields is the same process regardless of whether you are working at the folder type level or at the document type level. For more information on defining database fields, please Defining Database Fields for Folder and Document Types.
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