(Dansk version)

Overview

There are various ways you can display information in the Explorer panel, depending on your needs and work style.

You can display items in a list or detail view. Or you can create a custom view by showing/hiding specific columns.

Once the custom view is created, the administrator can set up which groups and users should have permissions to use these custom views.

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Bemærk venligst:

• Several of the module roles under the "explorer" section ("Manage views", "Choose column view", "Modify views of others", "Change view for items"), will be necessary to administer column views. See: Module roles </aside>

Global and item level settings

Column view settings can be defined in different ways:

<aside> ⚠️ Please note:

• The settings applied to the specific item have the higher priority and overwrite the global and case type settings, if any. </aside>

• On global level; The Settings (124) Explorer view, (150) Business unit view, (151) Archive cabinet view, (152) Case view, (153) Document folder view, (507) Email folder view and (733) Mail list view. See Case settings

• On the specific item (Do not count documents); Access the properties of the element, and choose the wished view under “Column view”

  

• On all case types and their nested document folders;

  

1. To define the global settings navigate to the Backstage panel and then click System setup*.*

2. In the navigation tree in the left column, select the case type of choice or create a new one.

3. Using the Case view, Document folder and E-mail folder view drop-boxes, select the views of your choice.

   • These changes only affect new creations of the case types in question, but by clicking on Roll out all existing cases of this case type and its embedded document and email folders can be updated.

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     Please note:

     • A pop-up window will ask you to confirm the rollout, and warn you that rollout changes cannot be undone!

     <aside> 💡 TIP:

     • The client isn’t blocked while roll out is taking place, as the system process for this is handled by a service. </aside>

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4. Save your changes.