ECMS - Create a view action for an application plan

This document explains how to create an Application Plan View Action.


What is view action

View action is the functionality that determines the subset of documents or projects displayed by ImageNow. You can configure view action to return documents or projects.

Create a view action for documents

Complete the following steps to create a view action for your documents:

  1. In Application Plan Designer, click the View Action tab.
  2. In the Screens pane, select the screen for which you want to configure view action.
  3. From the Type list, select Document.
  4. From the View list, select the document view you want to associate with this application plan.
  5. If you want to modify the document view properties, do one of the following:
    1. Quick Filter
      1. On the View Action tab, for each property you want the system to display, click the first column to add the binoculars icon.
    2. Full View
      1. On the View Action tab, select Advanced.
      2. Click the Add image button.
      3. In the Add Condition dialog box, Constrain By list, select the kind of constraint that will set up the lists you need in the Type, Field, and Operator boxes.
      4. In the Type list, click Normal or Variable.
        1. Note: If you are creating a condition for a filter, the Type list will also include Prompted.
      5. In the Field list, click the document field in which the value will be tested by the operator and value you select below.
      6. In the Operator list, click the operator.
      7. In the Value box, enter or select the value to which the operator will be applied.
        1. Note: If you selected Prompted in step iii, the Message box replaces the Value box. Enter instructions telling the user what value to enter.
      8. Click OK.
      9. Repeat sub-steps i-vii for any additional condition rows.
        1. Note: Each new row begins with AND by default. To change AND to OR or vice versa, click it.
  6. Click Preview to verify the system returns the current results. Modify column names or column sizes as necessary. ImageNow displays the changes the next time you execute the View Action
  7. Click OK.
  8. Close Application Plan Designer.

Project

Complete the following steps to create a view action for your projects:

  1. In Application Plan Designer, click the View Action tab.
  2. In the Screens pane, select the screen for which you want to configure view action.
  3. From the Type list, select Project.
  4. From the View list, select the project view you want to associate with this application plan.
  5. If you want to modify the project view properties, do one of the following:
    1. Quick Filter
      1. On the View Action tab, for each property you want the system to display, click the first column to add the binoculars icon.
    2. Full View
      1. On the View Action tab, select Advanced.
      2. Click the Add image button.
      3. In the Add Condition dialog box, in the Constrain By list, select the kind of constraint that will set up the lists you need in the Type, Field, and Operator boxes.
      4. In the Type list, click Normal or Variable
        1. Note If you are creating a condition for a filter, the Type list will also include Prompted.
      5. In the Field list, click the document field in which the value will be tested by the operator and value you select below.
      6. In the Operator list, click the operator.
      7. In the Value box, enter or select the value to which the operator will be applied.
        1. Note If you selected Prompted in step 3, the Message box replaces the Value box. Enter instructions telling the user what value to enter.
      8. Click OK.
      9. Repeat substeps 1-7 for any additional condition rows.
  6. Click Preview to verify the system returns the current results. Modify column names or column sizes as necessary. ImageNow displays the changes the next time you execute the View Action.
  7. Click OK.
  8. Close Application Plan Designer.



Keywords:Imaging Imaging System WebNow ImageNow perceptive content ecm ecms enterprise content management imaging imagenow perceptive Create a view action application plan   Doc ID:62003
Owner:Guy S.Group:ECMS
Created:2016-03-17 09:20 CDTUpdated:2016-05-02 19:10 CDT
Sites:DoIT Help Desk, ECMS
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