Project Settings

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EQuIS 7  >>  EDGE > EDGE Features >

Project Settings

EDGE allows users to load a "Project Configuration" and choose from a list of multiple configurations from just one EDGE instance.

 

EDGE can collect a variety of data through its library of forms/tabs. There may be scenarios where EDGE will be used for a number of different projects with conflicting requirements on how EDGE should be configured (e.g. which forms are visible, field defaults, required fields, etc.). The Projects feature allows for the storage of any number of distinct sets of configuration files (in .\EDGE\Projects), among which EDGE can switch at the user’s request.

 

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Save a Project

 

1.Open EDGE

2.Make configuration changes as desired, including general EDGE Options, form layout options, and options available through the Configuration Plugin Tool

3.Click the application menu > Projects

4.Click Save Project; or to save a new copy of the Project, click Save Project As

 

Projects may be configured by an EDGE administrator prior to distributing the configured EDGE to users. If this is done, there remains one setup step for each end user: point each Project to the correct format file (e.g. .\EDGE\Formats\EDGE\EDGE.xse) on the local computer.

 

1.Click the application menu > Projects

2.Hover the cursor over a Project row's Format column to find a white rectangle on the right

3.Click this rectangle

4.Browse to the format file when prompted

 

Choose a Project

 

1.Click the application menu > Projects  

2.Select a Project from the list

3.Click Yes to the prompt confirming that you wish to switch configuration.

4.If applicable, click Yes to save any changes to your current Project's configuration; else, click No

 

EDGE copies the configuration files from the selected Project into the appropriate locations in the main EDGE directory. This allows EDGE to quickly load these configuration files so that the desired tabs/forms are visible, settings are enabled, field defaults and settings are activated, etc.