Use the View drop-down list to customize the Document Manager log to display files based your filter criteria. You can use the following pre-defined views or create your own view:
- All
- Owned by me
- Checked out by me
- Locked
- Uploaded in last 7 days
- Uploaded in lat 30 days
- Create New View
- Manage Views
If the option DM View is available, it enables you to see the views defined in Log views, in Document configuration, at runtime. In such scenario, you can only see the active views at runtime, and you can see all active views pertaining to a the Documents log, if you who have permission to access to the DM log.
To create a new view:
- Go to your Documents log.
- Click the View drop-down list and select Create New View to open the New View page.
- On the New View page, enter a name for your new view under the field Save View As.
- In the Columns tab, select columns that you want to display.
- Select the columns that you want to remain static on the page from: Lock after selected Column drop-down list.
In addition to arranging the columns, you can go to the Filters, Group By, and Sort By tabs to customize the new view by applying more refined selections.
- Click Save to create your new view.
Your new view appears in View drop-down list.
To manage your views:
- Go to your Documents log.
- Click the View drop-down list and select Manage Views to open the Manage Views window.
Use the Manage Views to create, delete, or hide views within any log. In addition, you can reorder views by dragging and dropping them in the Manage Views window.
- When finished, click Apply.
Your arrangement appears in the View drop-down list.
To edit or delete an existing view:
- Go to your Documents log.
- Click the Edit View (
) icon .Note: If you modify the view and do not save the changes, the system keeps the existing name and adds the word "Modify" to the existing name.
- You can edit the view of the following elements on your log:
- Columns
- Filters
- Group By
- Sort By
- Click Apply when you have finished editing.