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        <title>Document management conundrumn</title>
        <link>https://interactivetools.com/forum/forum-posts.php?Document-management-conundrumn-79889</link>
        <description></description>
        <pubDate>Fri, 15 May 2026 12:54:37 -0700</pubDate>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235883#post2235883</link>
          <description><![CDATA[<p>Hi Ragi, </p>
<p>Yea, there's no right or wrong way to do it.  So you need to weigh the cost of data re-entry, time to redevelop it, and the impact on the various requirements of the project.  </p>
<p>Good luck and let me know if you have any other questions or there's anything else we can help with.  Cheers!</p>]]></description>
          <pubDate>Tue, 27 Jan 2015 12:17:37 -0800</pubDate>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235882#post2235882</link>
          <description><![CDATA[<p>Hi Ragi, </p>
<p>Yea, there's no right or wrong way to do it.  So you need to weigh the cost of data re-entry, time to redevelop it, and the impact on the various requirements of the project.  </p>
<p>Good luck and let me know if you have any other questions or there's anything else we can help with.  Cheers!</p>]]></description>
          <pubDate>Tue, 27 Jan 2015 12:17:35 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235882#post2235882</guid>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235879#post2235879</link>
          <description><![CDATA[<p>Thanks Dave.  I was hoping to avoid that, but I don't think I have a choice.</p>
<p>Oh well!</p>
<p>Ragi</p>]]></description>
          <pubDate>Tue, 27 Jan 2015 11:57:20 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235879#post2235879</guid>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235875#post2235875</link>
          <description><![CDATA[<p>Hi Guys,</p>
<p>I haven't looked through the code or schemas, but a really clean way to set this up (if it's possible) is to have a single section that allows one upload per record, so it might look like this:</p>
<p>Section: Documents</p>
<ul><li>Name - Name or document </li>
<li>Upload - Allows 1 upload only</li>
<li>Public - [x]  Checkbox</li>
<li>Private - [x] Checkbox</li>
</ul><p>Then it makes it really easy to sort and display files.  Note that you don't need a checkbox for "both" since you can test for (public &amp;&amp; private).  Also, if all documents are public by default you could just use a checkbox for private, showing only non-private documents in the public section and all documents in the private section (perhaps with an image beside private-only) documents.</p>
<p>Depends on the needs of the project but there's some ideas for it.</p>
<p>Hope that helps!</p>]]></description>
          <pubDate>Tue, 27 Jan 2015 11:21:34 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235875#post2235875</guid>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235874#post2235874</link>
          <description><![CDATA[<p>Ah I'm sorry - this isn't going to be possible with checkboxes. You'd have to move the documents into a related records section, or just add 'public' and 'private' to their info fields as needed.</p>]]></description>
          <pubDate>Tue, 27 Jan 2015 11:02:38 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235874#post2235874</guid>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235871#post2235871</link>
          <description><![CDATA[<p>ok, but how do I add the checkboxes to each file entry?  Would I use info2 &amp; info3??</p>]]></description>
          <pubDate>Tue, 27 Jan 2015 10:55:47 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235871#post2235871</guid>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235870#post2235870</link>
          <description><![CDATA[<p>The actual merge could be tricky, but it looks like the fields are the same. Assuming you could get all the records into one table, adding two checkboxes - one for public, one for private - would work fine. All you'd have to do is make a few changes to the logic in the two getRecords calls.</p>]]></description>
          <pubDate>Tue, 27 Jan 2015 10:43:30 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235870#post2235870</guid>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235869#post2235869</link>
          <description><![CDATA[<p>Claire:  Right now, it works, but if the client wants to publish a document to both public and private, he posts them twice.  I was hoping to merge the 2 tables into one and have a checkbox (public, private, both) which would then allow publication in the appropriate area.  Not sure how I would do this. I have attached both schema definitions.</p>


]]></description>
          <pubDate>Tue, 27 Jan 2015 10:34:56 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235869#post2235869</guid>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235868#post2235868</link>
          <description><![CDATA[<p>Ah I see. Okay, it might be a problem if the documents are stored in two different sections, and there are multiple documents stored in each record.</p>
<p>Are all the documents for each record all set to the same status?</p>]]></description>
          <pubDate>Tue, 27 Jan 2015 10:19:35 -0800</pubDate>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235865#post2235865</link>
          <description><![CDATA[<p>Hi Claire:  it's both tables. Minutes_overview for the public files and minutes_rods for the private. </p>]]></description>
          <pubDate>Tue, 27 Jan 2015 10:00:12 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235865#post2235865</guid>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235863#post2235863</link>
          <description><![CDATA[<p>Thanks. It's not clear which table the documents are attached to, however. Can you explain which section has the documents?</p>]]></description>
          <pubDate>Tue, 27 Jan 2015 09:55:35 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235863#post2235863</guid>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235856#post2235856</link>
          <description><![CDATA[<p>Hi Claire:  see attached file</p>]]></description>
          <pubDate>Mon, 26 Jan 2015 15:37:14 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235856#post2235856</guid>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235849#post2235849</link>
          <description><![CDATA[<p>Hey there - what's the code you're using to select which documents to show on each page?</p>]]></description>
          <pubDate>Mon, 26 Jan 2015 10:14:45 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235849#post2235849</guid>
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          <title>Document management conundrumn</title>
          <link>https://interactivetools.com/forum/forum-posts.php?postNum=2235845#post2235845</link>
          <description><![CDATA[<p>Hi all!</p>
<p>I have a bit of a problem.  I am trying to figure out the best way to implement the following:</p>
<ol><li>the client site has a page (controlled by WebsiteMembership plugin) which list public documents and private documents;</li>
<li>currently, I have created two multi-record editors, one to control public documents and the other private documents.</li>
</ol><p>This works great!</p>
<p>The problem is that some documents are both public &amp; private, and I am trying to avoid having the client upload the documents twice, once for each area.</p>
<p>The editors are defined as follows:</p>
<ol><li>Group Title</li>
<li>Filename (includes document title - info1).  No maximum uploads.</li>
</ol><p>I was thinking of adding 3 check boxes (Public, Private, Both) and based on which is checked, publish to those areas.... won't work, as that would not work at the document level, only at the Group level.</p>
<p>Any ideas?</p>
<p>Thanks...................ragi</p>]]></description>
          <pubDate>Sun, 25 Jan 2015 21:00:21 -0800</pubDate>
          <guid isPermaLink="true">forum-posts.php?postNum=2235845#post2235845</guid>
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