This article describes the administrator features of the Tombstone tool. If you are a normal user, please see this article. If you want to know how to set up the database (where to put it, how to share it, etc...) please see this article.
Administrators manage the collection of Tombstones. They can add to, or remove Tombstones from the database, modify their metadata, and change their shape. They can also add, remove and edit what kind of metadata a Tombstone should have (date, amount, country, etc...).
Administrator buttons on the pane header
Compared to normal users, administrators have 3 additional buttons in the pane header: Insert, Edit Fields, and Export.
The first button, Insert Tombstone, allows you to add a new Tombstone to the database. When the button is clicked, a new window pops up. Simply fill in the values and click OK to insert the Tombstone.
The second button, Edit Tombstone Fields, allows you to manage the metadata that a Tombstone should possess. You can rename, delete, or reorder an existing field. You can also add a new field: just choose a Name, select a Type and decide whether it is required or not.
There are 5 different types of metadata fields:
- Text: a free text field
- Boolean: can be true or false (or also N/A if not required)
- Double: a number, positive or negative, with or without decimal points
- ConstrainedText: a text field with limited possible values. The values are limited to what is actually in the database. To add a new possible value, add it when inserting/editing a Tombstone
The first type, Text, is a bit different and is not associated with a proper filter. Instead, it is a field upon which you can filter by using the search bar of the Search Tombstone tab (see first picture of the article). All the other field types will automatically be associated with a filter in the Filter tab.
If a field is required, it cannot be left blank when inserting or editing a Tombstone in the database. Note that if you add a required field to your metadata model, and you already have Tombstones in the database, the value of the newly added field will of course be blank (or N/A) for these Tombstones, until a value is manually set.
The third button, Export Tombstones, allows you to export or import tombstones to different formats.
The Tombstone feature uses the same Shared Folder to the Customization Exchange (accessible via Settings > Customization). The other UpSlide users in your company will automatically receive the new version after a moment.
NB: When exporting, a .sqlite file is created in a Tombstones subfolder of the Customization Exchange folder.
Administrator buttons on the result pane
As an Administrator, you also have two additional buttons on your result panel: Edit and Delete. These buttons can be accessed by hovering over a Tombstone with your mouse, as shown on the picture below.
The Edit Tombstone button allows you to modify a Tombstone's metadata, or to keep the metadata but replace it by the selected PowerPoint shape.
Finally, the Delete button simply allows you to delete the Tombstone.