ASSETS tab

The ASSETS tab provides you with an overview of the File stores.

The default File store in CLOUDFLOW is PP_FILE_STORE. Do not remove this File store.

Select a File store to open it and view the content.
Note: If the checkbox Enable selecting in viewer in SETTINGS > SETTINGS > ASSET VIEWER > SELECTING is checked, the files and folders in the File store will be selected first and you have to click to open them.
Note: If you're using SHARE, you can reach the files and File stores of the different sites by selecting the sites icon in the ASSETS tab ().

List View / Icon View

List View

Select List View to view the files and folders of a File store as a list. You can change the column width by using the drag handle which appears when you move the mouse over a column boundary. The following columns are present:
  • Name: the name of the file.
  • File Type: the file type.
  • File Path: the file path.
  • Approval: the approval state. All approved, rejected or pending files will have an attribute Approved, Rejected or Pending. If a file has multiple approval states, all according labels are displayed.
  • Tags: the file tags. You can add a new or an existing tag to both folder and files by selecting +.
  • Last Modified: the modification date and time.
Select the column header to sort the files and folders by column type.

Select Load More to load more files and folders. See ASSET VIEWER to edit the displayed asset limit.

To download a file, hover over the file and select . The file will be downloaded in high resolution.

Icon View

To download a file, hover over the file and select . The file will be downloaded in high resolution.

Files with an approval state are indicated by one of the following icons: V for an approved file, X for a rejected file, ? for a pending file and M for a file with multiple approval statuses.

When Icon View is displayed, an extra option Sort By is available. With this option you can sort the files by Name, File Type, File Path and Modification Time.

Upload file...

There are various ways in which you can upload a file to a File store:
  • By selecting Upload File...
  • By dragging and dropping them into the File store.
  • From within PACKZ with the function Save To Cloudflow. See the PACKZ manual for more information.
Note: Make sure the FILE INDEXING Worker is activated for the File store. If not, the file will not be indexed.

Open Folder in OS

Select Open Folder in OS to open the active folder on the operating system.
Note: This option is only available if you have a license for the CLOUDFLOW Plug-in Suite. See CLOUDFLOW Plug-in Suite for more information about this module.

Actions

Options:
  • Open in Packz: opens the file in Packz.
  • Open Folder in OS: opens the folder in the operating system.
  • Reveal file in OS: opens the file in the operating system.
  • Add folder: adds a folder to the File store.
  • Create Pagebuilder file: opens PAGEBUILDER and allows you to create a webpage in HTML format in the selected File store or Files store folder. The HTML webpage created with Pagebuilder is a CLOUDFLOW asset with a CLOUDFLOW URL and can only be used in a CLOUDFLOW environment. It can be for example be used as an upload page, approval page, customized landing page... See Use case of PAGEBUILDER for a Page Builder use case.
    Note: The option is only available if the checkbox Edit in pagebuilder in SETTINGS > SETTINGS > ASSET VIEWER > PAGEBUILDER is selected.

Search

You can search on all the asset information that is stored in the database, such as metadata, approval information, tags...

Examples
  • The name of the document.
  • The file extension.
  • The barcode code.
  • The MIME type(s) of the document.
  • The number of pages.
  • ...
There are two types of searches:
  • Basic or quick search: with this search you can enter content in the search field on the right. You can enable or disable automatic search:
    • In case the automatic search icon is selected (), the automatic search is enabled. This means that as soon as you enter content in the search field, the files you see will match the entered criteria. When you clear or add content in the search field, filtering will be disabled again.
    • If the automatic search icon is deselected (), the automatic search is disabled. This means that after you have entered content in the search field, you have to hit the Enter key first to see the files that match the entered criteria. When you clear or add content in the search field, filtering will be disabled after you hit the Enter key.
    Examples
    • If the asset you are looking for is 8 pages long, enter 8.
    • If you want to look for all assets that have been rejected, enter status:pending.
    • If the asset you are looking for contains EAN-13 barcode 4006381333931, enter 4006381333931. If you want to look for all assets that contain EAN-13 barcodes starting with 400638, enter 400638.
    Note: The search results are not limited to the folder where you are when you start typing, it encloses all the files you have access to.
  • Advanced search: with this search you can search on all information (colors, file info, ...) and execute sophisticated, combined queries (... AND ... OR ... ).

    You can select an existing query from the drop-down list, or create a new query from scratch.

    To create a new query from scratch, follow these steps:
    1. Select More Options next to the Search field. It appears when you hover with your mouse on the left side of the field.
    2. Select Add rule or Add group. A rule is a single rule, a group is a group of single rules.
    3. Select the criteria.
    4. If you want to add a second rule or group, select AND or OR.
    5. If needed, define the additional rules or groups.
    6. Select Delete to delete a rule or a group of rules.
    Example

    If you want to search for all .pdf files of which the file names contain 8 or 9, you can define the following rule:

    1. Rule File Extension equal .pdf

      AND

    2. Group
      1. Rule File Name contains 8

        OR

      2. Rule File Name contains 9

    Manage queries

    Select to open the query management window. To add a new query, follow these steps:
    1. Select Create new.
    2. Enter a name for the query.
    3. Add a rule or a group as described above.
    4. Select Save.
    You can now select the newly created query from the drop-down list.
Note: You can combine basic and advanced search.

Context menu

You can open the context menu for each folder or file by right clicking. The context menu contains the following options.

In case of a folder:
  • Open Folder in OS: opens the folder in the operating system.
  • Add folder: adds a folder to the File store.
  • Create Pagebuilder file: opens PAGEBUILDER and allows you to create a webpage in HTML format in the selected File store or Files store folder. The HTML webpage created with Pagebuilder is a CLOUDFLOW asset with a CLOUDFLOW URL and can only be used in a CLOUDFLOW environment. It can be for example be used as an upload page, approval page, customized landing page... See Use case of PAGEBUILDER for a Page Builder use case.
  • Delete: deletes the active folder.
  • Cut: cuts the active folder to the clipboard.
  • Copy: copies the active folder to the clipboard.
    Note: If there is a folder on the clipboard, open the folder where you want to move/copy it to and select the folder name from the Actions menu.
  • Paste: pastes the folder that is on the clipboard.
In case of a file:
  • Download: downloads the file.
  • Rename: renames the file.
  • Delete: deletes the file from the File store.
  • Duplicate: duplicates a file filename.extension in the same folder as filename 1.extension . If the file is a PageBuilder page it duplicates the content according to PageBuilder.
  • Cut: cuts the file from its current location to the clipboard to paste it in another location. Open the desired location and select Actions. Select the file you have cut from the menu to paste it.
  • Copy: copies the file to the clipboard to copy it to another location. Open the desired location and select Actions. Select the file from the menu to copy it.
  • Paste: pastes the file that is on the clipboard.