Monthly Archives: April 2017

Displaying a Folder’s File List within the GM+View Tab

Sometime ago, we showed you how to Add a Folder Shortcut to the links tab.

Adding Folder Shortcuts to the Links Tab

Though that has been a popular post, I was recently asked by a customer to “one up” this entry.  They were asking me if they could display all the contents in a folder instead.  The answer was YES, but not via the Links tab.  The place to do that was the GM+View tab.  Here’s how to make that work.

  1. While logged into GoldMine with MASTER rights, go to Web | Setup GM+View…
  2. Click the New button
  3. Fill in the Template Name field (e.g. Client Files)
  4. Click inside the text body section to activate the toolbar
  5. Click the <H> button in the toolbar
  6. Replace the text that is added with the following one below and click the button with the Yellow Disk to save and work your way out

<!DOCTYPE HTML PUBLIC “-//W3C//DTD HTML 4.0 Transitional//EN”>
<HTML><HEAD>
<META http-equiv=REFRESH content=”0;url=File:///G:\Company\Client Files\&lt;&lt;Contact1->Company&gt;&gt;\”>
<META content=”MSHTML 11.00.10570.1001″ name=GENERATOR></HEAD>
<BODY leftMargin=1 topMargin=1 rightMargin=1></BODY></HTML>

When used it will look something like this:

A few items to note:

  1. This assumes the folder name matches the value in the Company field.  In our example our folder was called 123 Company.
  2. This tab will show the files based on your default folder settings.  I purposely switched to Large Icons to showcase the feature.
  3. At this time, the HTML code does not refresh the folder contents as you move from record to record.  If I come across the code that will allow it, I will update this post.  In the meantime, switching off the tab and returning to it usually will trigger the refresh.

 

That’s all there is to it!
Enjoy and Happy GoldMining!!