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You can define as many layouts as needed. Each layout contains the following information:
Perspective sets available in all views
For some views, also class and selected fields (Supported for GridView and Popup Grid View)
Each layout can be assigned to specific users or groups. You can also use single default layout that will be applicable to all users.
Please note that hiding fields using layouts is not a security feature. For securing access to specific metadata fields, please refer to Field Level Security (FLS).
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Managing Views
Views list is built in and it cannot be modified:
Main TreeView - represents tree like structure in the main Archive UI.
Main Object properties Panel - represents object properties list view.
Main GridView - represents main tabular object view.
Main DocView - represents main document viewer.
Popup Grid View - represents additional grid view available in popup properties.
Perspective Sets
Perspective sets should be assigned to these views in each layout:
Main TreeView - one or more perspective sets to be used for tree structure.
Main Object properties Panel - Not applicable.
Main GridView - one or more perspective sets to be used for the main grid view.
Main DocView - single perspective set to be used by Viewer (to determine how to display complex objects like Rental Units).
Popup Grid View - single perspective to display additional content in popup grid view.
Limited list of Class fields
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At the moment limited class fields feature is supported only for Main GridView and Popup Grid View. It will have no effect for other Views.
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Steps to create a custom fields list:
Select Layout and View in top lists
Open Fields Tab
Select a class from drop-down list
For a selected class, a list of avail;able fields is shown on the left
Selected fields are shown on the right
Select fields as desired and use Add/Remove buttons to move items between the lists.
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Default configuration - by default if a class in a given view and layout does not have any fields selected, all fields will be used. Once at least single field is added to Selected fields list, then only fields from this list will be used. |
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Example below shows Main Grid View will full set of columns and a Popup Grid View with a minimal, limited set:
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| Info |
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Please remember that after changes are done in Layouts panel, they will be visible to users after they log in to system next time. |
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