ECMS - Perceptive Content Fundamentals - Administration - Views
Perceptive Content Fundamentals
Views
Views Administration
As an Perceptive Content administrator, you create views that display only the documents and projects users need to work with. By tailoring the user's view, to only the items they need to see, you simplify their user experience. While Perceptive Content may contain hundreds or thousands of documents, users see only the subset of items that are enabled in their view.
Views enable you to enhance protection of documents on Perceptive Content Server. In addition to the access privileges set for drawers and document types, your users can see the documents within a particular drawer or document type that satisfy the view definition.
Using views, you can customize the columns that the user needs to see in Perceptive Content Explorer. In the view definition, you can preset column names with meaningful labels and column widths to accommodate the specific data that appears. You can predefine the sort order and the grouping of items. Your view definition can also include a summary of statistical data about the columns. If a view includes statistics, they appear below the search grid.
After you create a view definition, you can assign one or more of the View privileges (Access, Filter, and Manage) to specific users or groups, or both. When your users open Perceptive Content Explorer, they see only the documents and projects to which you have granted them access via a view.
In Management Console, you can create, modify, and delete view definitions. You can also create relationships between documents, which display as views. To learn the details of creating views, defining column display, and granting user access to views, first create a new view definition or modify an existing one. When you do so, Perceptive Content View Designer opens.
Types of views
The following table summarizes the kinds of views available in Perceptive Content, including views created by you, the administrator, and views created automatically by the Perceptive Content system.
| View | Defined By | Description | Modifiable Components |
|---|---|---|---|
| Application Plan | Users with application plan management Privileges | An application plan view returns a set of documents captured using a specific application plan. Users with application management privileges can configure View actions and components in Application Plan Designer. Application plans that do not have a defined view action do not display results in Perceptive Content Explorer. Users with the View privilege for the application plan can run the view. For the active business application plan screen, the View returns the associated results. For more information about defining view actions, refer to the "What is a view action?" topic in Application Plan Designer help. | View conditions; Column layout; View statistics; Sorting and grouping |
| Batches | System | A batch view returns the batches in your Perceptive Content system. By default, batch users can view all batches, batches that are ready for QA. and batches that are ready for linking. | Column layout; Sorting and Grouping |
| Document | Users with document view management Privileges | A document view returns a set of documents. Users with View access and search privileges for the document drawer can run a document view. Document views appear in the Views pane under Documents in Perceptive Content or Perceptive Experience. | View name; View privileges; View conditions; Public filters; Private filters; Column layout ;View statistics; Sorting and Grouping |
| Folder | Users with folder view management Privileges | A folder view returns a set of folders. Users with view access, folder viewing privileges, and search privileges for the folder's drawer can run a folder view. Folder views appear in Views pane under Folders in Perceptive Content or Perceptive Experience. | View name; View privileges; View conditions; Public filters; Private filters; Column layout; View statistics; Sorting and Grouping |
| Related | Users with document or folder view management privileges | Related views appear in the Related Documents pane of the document viewer and in the Related Folders Pane of the folder viewer. A related view applies the relationship selected in the list to the current document or folder. The view displays a list of all documents or folders that satisfy the conditions of the relationship. User with document view management privileges can create and modify document relationships in Management Console. Users with folder view management privileges can create and modify folder relationships in Management Console. For more information about defining document and folder relationships, refer to About administering related Views. | Relationship name; View privileges; View conditions; Public filters; Private filters; Column layout; View statistics; Sorting and Grouping |
| Folder Content | Users with folder type management Privileges | When the user opens a folder, Perceptive Content Folder Viewer displays a secondary grid that lists the folder's contents. This secondary grid is called a folder content view. Users with folder type management privileges can modify components of the folder content view in Management Console. For more information about modifying folder type views, refer to What is a folder content view? Because document and folder shortcuts can belong to any number of folder, the same document or folder might appear as a representation in Folder Viewer with different grid layouts, depending on the type of folder the user opens. | Column layout; View statistics; Sorting and Grouping |
| Recycled documents and folders | System | When the user deletes a document or folder, if you have enabled recycled item views, Perceptive Content moves the item to a system view called My Recycled Documents or My Recycled Folders. If the user is the owner or a manager, two additional views appear. These views, All Recycled Documents and All Recycled Folders, display all items deleted by all users. As long as the user can see a recycled document or folder, the user can restore it to its previous view, at which time the document or folder keeps the attributes it had before deletion, if possible. Note Items remain in the recycled view for the number of days that you specify in the inserverFS.ini file. For more information, refer to Configure recycle bin views. | Private filters |
| Recently received Documents | System | Recently received documents appear in a temporary view that appears when one Perceptive Content user transfers documents to another user with the Send to User feature. This transfer must occur while both users are connected to the same Perceptive Content Server. The view sorts the received documents according to the name of the sending user and the time they were sent. | |
| Task | Set as default | A task view returns a list of tasks assigned to the user according to type of task, such as My Assigned or To Review. Taskviews appear in the Views pane under Tasks in Perceptive Content Explorer. | Public filters; Private filters; View statistics; Column layout; Sorting and Grouping |
| Workflow Process | Users with Workflow process management privileges | A workflow process view returns a list of items (representing documents or folders) when the user accesses a workfiow process, which appears in the Views pane under Workflow in Perceptive Content or Perceptive Experience. Workflow process views appear automatically depending on the workflow queues for which a user has the necessary privileges. Users with workflow process management privileges can modify workflow queue view components in Workflow Designer. | Private filters |
| Workflow Queue | Users with Workflow process management privileges | A workflow queue view returns a list of items (representing documents or folders) when the user accesses a workflow queue, which appears in the Views pane under Workflow in In-lageNow or Perceptive Experience. Workflow queue views appear automatically depending on the workfiow queues for which a user has the necessary privileges. Users with workflow process management privileges can modify workflow queue view components in Workflow Designer. For more information on defining workflow queue views, refer to Administering workflow processes. | Column layout; View statistics; Private filters; Grouping |