File location fields
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In Cloud mode, the following fields are read-only.
Folder
Description
Images
This is the location where images are stored. For example images of properties, spaces and assets. It is a PhotoFileRef; the file type is Image.
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For security reasons, not all files stored in Image fields are shown in the browser, but are downloaded.
System images
This is the location for storing 'system images'. A system image is a file type that requires storage in a secure file location, because it may hold a security risk when it is uploaded.
For example, SVG images that can contain JavaScipt (JS). For that reason, only system administrators with specific authorizations should be allowed to upload system images in system image fields.
File types that can be uploaded: JPG, JPEG, PNG, GIF.
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The Planon managed system setting is ignored for fields of the 'system image' type. The images are always placed in the root of the WebDAV location specified here.
Documents
This is the default location where documents are stored.
Technically, it is an OrderDocumentFile:
DocumentFileRef (file type Document)
CommunicationLog.DocumentReferral (file type Document)
CADImportDefinition. InputLocation (file type FileLocation)
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For security reasons, files stored in Document fields are not shown in the browser, but are downloaded.
Templates
Location for mail merge templates.
Example: in a mail merge report, the template file location points to this location. It is not available in Field definer , because it is non-configurable.
Forms
This is the default location where forms are stored when Save file copy is set to Yes on the form definition.
Example: OrderDocumentForm.DocumentFileRef (file type Document).
CAD Integrator drawings
Default location for the CAD .orj drawings (outbox).
Example: Property CADViewerFMDrawingFileRef (file type Objectraum).
If you use relative path references, the file location of the CAD Integrator drawings must always be inside the CAD inbox & outbox folders. Example: If the CAD Inbox & Outbox folders are at
https://test.cloud.com/webdav/Documents/CAD/
, then the CAD Integrator drawings (.orj files) must be inside this folder. Example of what it could look like:
https://test.cloud.com/webdav/Documents/CAD/CAD_Outbox/
CAD Integrator symbols
Default location to which the option 'Export symbol definitions' is directed. With this option all symbols used in a CAD drawing, such as tables and chairs, can be exported as .orj files. This is also the location where the system will look for .orj files that are used to display assets in CAD drawings (symbols).
Example: BaseAsset
CADViewerSymbolName (file type CADViewerSymbol)
CAD Integrator background drawings
This is the default location for scanned background images (old floor drawings) that can be shown in CAD Integrator, e.g. in GIF, PNG, JPG or BMP files.
Property.CADViewerConstructionDrawingFileRef CADViewerFMDrawingFileRef (file type Objectraum).
CAD Import inbox & outbox
Specify a file location for CAD Import input and output files.
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If you populate this field, all path references in CAD Import become relative.
BIM Exchange inboxes & outboxes
Specify a file location for BIM Exchange input and output files.
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If you populate this field, all path references in BIM Exchange become relative.
Invoices
Specify the default location for generated invoices. Invoices are generated by the invoice action Create invoice letter. On the Invoices business object settings, you can specify whether you want to store the generated invoices in secure documents. If the Secure documents field is set to Yes, the generated invoices will be stored in the Secure document location. If it is set to No, the generated invoices will be stored in the Invoices file location. In both cases, the generated invoices can be accessed through the Document reference field of the generated communication log.
PALs
This is the default location for storing price announcement letters. A price announcement letter is generated by the contract report action Add price announcement letter. The generated price announcement letter will be stored in the invoices file location and can be accessed through the generated communication log, Document reference field.
Enterprise Talk root
This is the base location that Enterprise Talk uses for relative files, or relative folder locations.
The folder will be used as a prefix for relative files and relative folders used in fields such as Documents > Data Source and Post-process file location and in relative files and relative folders specified in standard worker parameters.
For example in the ‘in’, ‘out’ and ‘xslfile’ parameters in the FileXSLTTransformationWorker worker.
If the field is not set the file/folder is relative to the Server\tanuki\appserver\bin folder.
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If a WebDAV location is specified in this field, no other WebDAV locations can be used within Enterprise Talk.
Space scenario drawings
Specify the path to the drawings used for space scenario planning.
BIM models
Specify the WebDAV path to the BIM models.
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Keep the number of subfolders to a minimum as this may affect performance.
BIM source models
Specify the WebDAV path to the BIM source model (for synchronization with Autodesk cloud).
Settings for secure documents
Maximum file size (MB)
Specify the maximum file size for secure files. By default, the limit is set to 20 MB by default, but you can extend it if required.
Server upload location
Specify the path to the secure file location. The path must have its starting point on the server that is used by Planon ProCenter .
File types
Specify the extensions of file types which Planon users are allowed to upload. The extensions should be separated by a comma, for example docx, txt, jpg. If no extensions are specified, all file types can be uploaded.
It is possible to change the set that is prefilled in this field.
Linking documents
Allow user-defined path
Specify if end users are allowed to store files that they upload to Planon ProCenter in a different root folder than the one specified in the File locations. If you select No, end users can only store documents in the default file location folder or subfolders of that file location.
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This setting works both for regular file locations and for WebDAV file locations.
File upload settings
Planon managed
Specify whether you want Planon to create and manage the structure on the file server. If set to Yes, you enable Planon to automatically create a logical file structure on the file server. Consequently, the end user does not have to think about where to store files uploaded to Planon ProCenter . When this setting is used, the Allow user-defined path is ignored.
Document file types
Specify the document file extensions that are allowed to be uploaded (available via the document path). The extensions should be separated by a comma, for example docx, txt. If no extensions are specified, all file types can be uploaded.
It is possible to change the set that is prefilled in this field.
Maximum image size
Specify the maximum file size for uploading images. 10MB is the default, 20 MB is the maximum.
BIM file upload settings
BIM source model - allowed file types
Specify the allowed file types for uploading BIM source models to the Forge platform.
For a list supported file types, see Supported Translation Formats (Autodesk).
You can enter multiple file types, separated by a comma - for example: .rvt,.nwd,...
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If you do not specify a file type, only files with extension .rvt will be supported.