Administrators have comprehensive control over the file management system, including storages, folders, file types, and validation rules.
This is the location where the file is stored. Each file can have only one Storage, while many files and folders can be stored in the same Storage. By default, only Local (Linux) Storage is available to the user. Other types are available after installing paid modules. For example, MS SharePoint Storage is provided with the Microsoft 365 Connection module. The Base Storage exists in the system by default. All newly created folders and files are placed in it if no other Storage is specified. Files and folders cannot be moved from one Storage to another after creation.
The Storage contains the following fields:
The Storage page also contains panels with files and folders. The folder specified as Mounted Folder is present in the folder panel by default.
You can create a new folder from a Storage or from the Folder entity itself. To do this, go to the Administration > Folders
and click the Create Folder
button. You will see a window for creating a new folder containing the following fields:
An administrator can manage file types in Administration/File Types menu.
All Files in PIM can be divided into types. And you can create variants of these types and validation rules for them yourself. The type field is optional. One File can have only one type. By default, the following types are added to PIM: Presentation, Graphics, Archive, Video, Audio, Icon, Image, Spreadsheet, Document and File. You can create new types, change the validation rules or priority for existing types, or delete them.
To create a new file type, go to Administration > File Types
and click the Create File Type
button
To add validation rules to a type, click the +
button in the corresponding panel. Select the validation type and set the necessary parameters.
If "Assign automatically" checkbox is checked, the system will check automatically, if a newly uploaded files can receive this file type automatically, provided the validation rules for this file are complied with.
You can specify the valid file types for fields (including the fields of type link multiple) and attributes of the File type. If you do so, the user will only be able to upload certain file types to the required field or attribute.
To set the allowed file types, go to the Administration / Entities
, select the desired entity, and click Fields -> files
If the field value is not specified, you can link any file type to the record.