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PathcoreFlow User Manual

Folder Listing


Folder Navigation

Depending on your Accessible Content settings, some folders may not be visible or accessible.

Navigating through the folders in the Repository is similar to other online file sharing systems or local file systems. Simply click into a folder to open it (i.e., enter into it) or click on a file to launch it. Any of the supported image formats, such as whole slide images, DICOM images and photos, can be viewed with the built-in image Viewer on-demand via streaming technologies. Many non-image data files will need to be downloaded and viewed using external software.

You may also use the tree browser in the Left Hand Side Panel to navigate directly to a folder. More entries are loaded automatically as you scroll down in the tree browser.

To navigate to a folder

  1. Click on the Repository Repository button from the Left Hand Side Panel

  2. Navigate to a folder using the folders listing

To navigate to a folder using the tree browser

  1. Click on the Expand button to the right of Repository in the Left Hand Side Panel to expand the list of folders

  2. Dig down into the folder tree by clicking on the Expand button to the left of folder names to expand their contents

  3. Click on the name of a folder to open it in the current view

Click on the Collapse button to the left of a folder's name to collapse it.
To create a new folder

  1. Click on the Actions button at the top right of the item list

  2. In the popup menu, click Create Folder

  3. Type a name for the new folder in the field

  4. Click on the Submit button

Current Folder

Wondering where you are? The path to the current folder is shown in a breadcrumb at the top of the item list, just above the Search Box. For example, Repository > Folder > Subfolder

If the breadcrumb exceeds a certain width, all of the folder names but the last are collapsed into an Ellipsis ellipsis button. You can click on the ellipsis button to display the complete list of folders.

You can navigate to a parent folder by clicking into the breadcrumb.

Current Folder Operations

By clicking the Down Arrow button next to the current folder's name in the breadcrumb (near the top of the page) you can access the Context Menu for this folder. See that page for descriptions of the available actions.

Filtering Items

The list of items can be filtered by name, description, or any other System or Custom Field.

The search box above the folder listing will have different options depending on your PathcoreFlow package. See the Search Overview for more details on how these search methods differ.

Status

A status icon is displayed next to an item's Name if there is something notable about that item. Hovering over the icon shows a tooltip with additional information.

Images and attachments also have a Status System Field which describes the current status of the item within the Repository. The possible values for this field are "Available", "Not Available", and "Missing".

The status icon is only displayed in List View and Compact List View.

IconTooltipStatusDescription
Alert IconFile upload incompleteNot AvailableThe file upload was incomplete
Alert IconFile type detection failedNot AvailablePathcoreFlow was unable to determine what type of file this is
Alert IconFile not ready for useNot AvailableSome other error has occurred with the file
Missing IconFile missingMissingThe underlying file data for this item is missing
Sharex Share Link(s)AvailableThe number of Share Links associated with the item

Read Status

The names of items (files and folders) in the Repository are in bold to indicate an item is "unread". Once an item has been "read", plain text font is used for the name of the item. New items are always unread and are automatically marked as read once they have been opened, viewed or downloaded by a user. The following actions will cause the status of an item to be marked as "read":

  • Clicking on an image file causing the Viewer to launch
  • Clicking on any other item causing it open in the browser or be downloaded

The read status is unique for each user and can be toggled at any time, making it useful for tracking items that require further attention.

The "read" status can be changed manually from the Context Menu for an item.

Starred Items

Each Repository item can be Starred, which can be toggled by clicking on the Empty Star button adjacent to the item's name. A solid star indicates an item has been starred while a hollow star (default) status indicates the item has not. Items tagged this way are quickly and easily accessible from the Starred page.

To toggle Starred status

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. Click on the Empty Star button next to an item name to add the Starred tag

    or

  3. Click on the Full Star button next to an item name to remove the tag

Description

Every item in the Repository has a user editable multi-line description. By default, an item's description is empty. Use the description to record a finding about an image, folder or file.

To edit an item's description

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. Select a single item in a folder

  3. Click on the Edit Description button (or Add Description button if no description yet exists) in the Metadata tab of the Right Hand Side Panel. You may need to click on the Expand button if the panel is collapsed

  4. Type the description in the text area that appears

  5. Click on the Save button to save the changes. To discard your changes, click on the Cancel button

If you attempt to modify an item which is governed by a reason for change tracking policy, you will be required to provide a reason for the change.

Display Settings

Image Labels

Image labels (sometimes called slide labels) can be shown in the Repository folder listing alongside an image's preview. Image labels are only displayed in List View and Icon View.

To toggle image labels

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. Click on the Display Settings button at the top right of the item list

  3. Set the Display labels in slide listings toggle

List View

List View displays the content of a folder in a tabular format and you can sort the table using the available columns. Each column corresponds to a field.

To enable List View

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. Click on the Display Mode button at the top right of the item list. This button will appear different depending on the current display mode: List (List), Compact List (Compact List), or Icon (Icon)

  3. In the popup menu, click List

Sorting in List View

List View arranges Repository items in a tabular fashion, making it convenient to display metadata and to sort the entries. In this mode, the columns of the table can be customized to show the Fields that are associated with each entry.

The table columns and sort order are automatically remembered.
To sort items in List View

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. In the table header, click on a column until the desired sort order is shown (sort order is shown with Up Arrow for ascending order and Down Arrow for descending order in the table header adjacent to the selected column)

To add a column

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. Click on the Display Settings button at the top right of the item list

  3. (Optional) Filter the available fields using the search box in the Available Columns section

  4. Click on the Add Circle button next to a field in the Available Columns section

  5. Click on the Save button

To remove a column

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. Click on the Display Settings button at the top right of the item list

  3. Click on the Remove Circle button next to a field in the Visible Columns section

  4. Click on the Save button

To restore the default columns

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. Click on the Display Settings button at the top right of the item list

  3. Click on the Restore Defaults button at the bottom left of the popup dialog

  4. Click on the Save button

Image Thumbnail

The size of the preview image (thumbnail) is controlled by the Row height setting

You can hover over the thumbnail with the cursor for a larger view
To change the Row Height

  1. Click on the Display Settings button at the top right of the item list

  2. Use the slider to adjust Row height to the desired value

  3. Click on the Save button

Compact List View

Compact List View displays the content of a folder in a tabular format similar to List View, however image thumbnails are not shown and the rows are more compact. This allows you to see more entries at a time on a smaller display. You can still sort the table using the available columns. Each column corresponds to a field.

To enable Compact List View

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. Click on the Display Mode button at the top right of the item list. This button will appear different depending on the current display mode: List (List), Compact List (Compact List), or Icon (Icon)

  3. In the popup menu, click Compact List

Sorting in Compact List View

Sorting in Compact List View is the same as sorting in List View. See that section for more details.

Icon View

Icon View displays the content of a folder as a series of icons. Icon View provides larger image thumbnails and labels, making it easier to preview image content. In this mode, metadata can only be seen for the selected item from the Metadata tab of the right-hand sidebar.

To enable Icon View

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. Click on the Display Mode button at the top right of the item list. This button will appear different depending on the current display mode: List (List), Compact List (Compact List), or Icon (Icon)

  3. In the popup menu, click Icon

To view metadata for an entry

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. Select an entry by clicking on it

  3. View associated metadata in the Metadata tab of the Right Hand Side Panel. You may need to click on the Expand button if the panel is collapsed

Sorting in Icon View

The folder items in Icon View can be sorted by item name, type, or last modified time.

To sort items in Icon View

  1. Navigate to any folder in the Repository (click on the Repository Repository button from the Left Hand Side Panel then navigate to a folder)

  2. Click on the Display Settings button at the top right of the item list

  3. Select the desired sort option from the Sort By dropdown menu: Name, Type, or Last Modified