Create a scope

To create a scope, follow these steps:

  1. Open the USERS tab.
  2. Open the MANAGE SCOPES tab.
  3. Select Add Scope.
  4. Define a name for the scope.
  5. Create a filter that will define which files are part of the scope. 1
    • The filter is built with a Regular expressions. For example, the filter ^PP_FILE_STORE will give you access to all files in PP_FILE_STORE.
      Note: You can use https://regex101.com as an online regex tester.
    • The file path that you need to use for building the regular expression is different from the CLOUDFLOW URL.

      Differences:

      CLOUDFLOW URL File path for filtering
      Uses %20 for a space Uses a regular space
      Starts with cloudflow:// Starts with the name of the File store
      Example

      cloudflow://Fileserver3/01%20WIP/files/FD000038/Olive_Oil_Z34EN.pdf

      Example

      Fileserver3/01 WIP/files/FD000038/Olive_Oil_Z34EN.pdf

  6. Define a welcome page. 2
    The welcome page is an HTML file that will be visible for the user with a specific scope after logging in.
    Note: Make sure the HTML file is in a scope that is accessible for the user.
  7. Select Save.

To edit or delete an existing scope, select the scope and select Edit or Delete.

You can filter scopes by NAME, FILTER and WELCOME PAGE. To do so, enter a query in one of the headers.

1 This step is not compulsory. You can create a scope without defining a filter. In this case, the scope will only contain a welcome page.
2 This step is not compulsory. You can create a scope without defining a welcome page. In this case, the scope will only contain file access restrictions.