Creating Document Manager Log Views in Admin Mode
The following list of views in the log are included in the OOTB (out of the box) views. These views can be modified only at the Admin level. Views defined in the Configuration node will also be treated as OOTB views.
To define log views for Document Manager, use the Document Manager node (Company Workspace tab > Admin mode > Configuration). The Document Manager log has the following operational options:
- Create
Enables the administrator to create new view.
- Actions
Possible actions is status which can be marked as active or inactive.
- Status (Active - Inactive)
- Delete
- Find on Page
To filter the results seen on Document Manager log and finding a specific view on the displayed page.
Note: The user will not be able to inactivate the DM configuration associated with a system-defined attribute form.
The Document Manager log has the following columns:
- No.
This is a system-generated number. When populated, it enables the user to know the sequence of the views.
- Name
Name of the view.
- Status
Can be Active or Inactive.
- Last Modified Date
The date that the View was last modified. For a new view this will be the creation date. For existing system-defined views, for the very first time, when no modifications are done, this field will be blank.
- Last modified by
The user who modified the view. For existing system-defined views, for the very first time, when no modifications are done, this field will be blank.
Important Information about Creating DM Log Views
The Administrator cannot inactivate all the views. At least one view must be active.
The 'check for duplicate view' names will be performed per user. A user will not be allowed to create two views with the same name per DM log.
If a user changes the sequence of the views that was initially provided as per DM configuration, or if an Administrator has made few changes to the sequence, the user's view sequence will not change.
The new active views will be appended to the end of the list, in user view, in Document Manager.
You cannot modify the view names "All" and "Current Phase" of the View option.
Defining New View
When you click Create, the New View window opens. From top to bottom, this window has the following elements:
- Save View As
- Cancel
- Save
- Columns tab
- Filters tab
- Group By tab
- Sort By tab
- Gear menu
Enables the user to conduct the following:
- Move Up
This option is not available for first view.
- Move Down
This option not available for last view.
- Delete
This option not available for Active view.
Changing the sequence will change the number seen for the view. The sequence seen is the sequence seen in the log. When a drag and drop is done to re-sequence the views, the numbers will change.
- Move Up
The Actions option enables the user to set:
- Status
The user will be able to defined the view status as Active or Inactive. The user can select one or more views and click Status to either Activate or inactivate the views.
- Delete
The user will be able to delete the views. Deletion of views will be possible only for Inactive views. If multiple views are selected and one of the views is active then post action only the Inactive views will be deleted.
Document Log Views and Configuration Package
Use the Log Views node (Company Workspace tab > Admin mode > Configuration Package Management > Component Lists > Configuration > Log Views) to include the designs for the selected log views, for Document Manager, in your configuration package.
DM log views in Component list/Configuration Package:
- The users can include DM log views and deployed designs.
- The users can include updated DM log views without any changes to the underlying columns used in View definition.
- When the configuration package is imported, it replaces any existing DM log views that were created by the administrator.
Note: The DM log view component will be included as part of impact analysis report, error report, and print report. In Impact Analysis Report, the name for log view will appear as "{DM configuration name} - Log View". In other reports the name will be maintained as is as seen in the DM configuration.
After a DM log view is included, the system will package all of the log Views for that particular DMS in the configuration package. When imported, the package replaces all of the log views created by the Administrator.
Note: The user-created view (the runtime created views) will not be impacted by Configuration package import.
The component name will be listed as Document Manager, for log views, and the location as Configuration > Log Views.
See Also
Last Published Monday, August 28, 2023