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Setting up Datagrid Views

Document Central provides the ability to create and manage datagrid views. These allow for the configuration of document display within an entry. Default settings can be defined to adjust the column order and visibility, ensuring an optimized document view.

Creating and Managing Datagrid Views

Datagrid views can be created as defaults to define custom views. These can be activated for individual users or entire user groups. Users within a group automatically receive the assigned datagrid view as soon as they join the group.

To access the datagrid views, follow these steps:

  1. Navigate to the Document Central - Administrator role center.
  2. Click on Mappings in the menu bar.
  3. Select a Document Library (e.g., P-S-INVOICE).
  4. Click on the action Datagrid Views to open the defaults.

Creating a New Datagrid View

To create a new datagrid view:

  1. Open the Datagrid Views area.
  2. Click on New.
  3. Define the desired column order and settings.
  4. Save the new datagrid view.

Activating Datagrid Views for Users

To activate a datagrid view for specific users, follow these steps:

  1. Open the Datagrid Views area.
  2. Select the desired Datagrid View.
  3. Click on Activate View for Users.
  4. Select the users who should receive this view.
  5. The datagrid view will now be applied to the selected users.

Activating Datagrid Views for User Groups

To activate a datagrid view for an entire user group, follow these steps:

  1. Open the Datagrid Views area.
  2. Select the desired Datagrid View.
  3. Click on Activate for User Group.
  4. Select the user group that should receive this view.
  5. The datagrid view will now be applied to all users in the selected group.
  6. New users who join the group will automatically adopt the assigned datagrid view.

Editing a Datagrid View

Existing datagrid views can be modified and updated for activated users.

To edit a datagrid view:

  1. Open the Datagrid Views area.
  2. Select the desired Datagrid View.
  3. Click on Edit Selected View.
  4. Make the desired changes.
  5. Optional: Update the datagrid view for all users who have activated this view.

Info

Users with an activated datagrid view can customize their view individually. These individual changes do not affect the global default.

By utilizing datagrid views, Document Central enables a structured and customizable document display that enhances efficiency and user-friendliness.

Resetting the Datagrid

The datagrid view can be reset in the user settings if users modify it.

To reset the datagrid view, follow these steps:

  1. Navigate to the Document Central - Administrator role center.
  2. Click on Setup in the menu bar and perform the action Users.
  3. Select the user and perform the action Settings in the menu bar.
  4. Perform the action Reset Document Library Settings in the menu bar to reset the datagrid concerning the document view.
  5. Perform the action Reset Inbox List Settings in the menu bar to reset the datagrid concerning the inbox lists.
  6. Perform the action Reset Inbox List Split View Settings in the menu bar to reset the datagrid concerning the split view in the inbox lists.
  7. The individual views for the user will be deleted once the actions have been executed.

See also