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Setting up Datagrid Views in Document Central

Document Central provides the possibility to create and manage Datagrid Views, which allow users to configure the display of documents within an entry. Presets can be defined to modify the column order and visibility, ensuring an optimized document viewing experience.

Creating and Managing Datagrid Views

Datagrid Views can be created as presets, enabling users to define customized views. These views can be activated for individual users or entire user groups. Users within a group will automatically receive the assigned Datagrid View upon joining the group.

To access the Datagrid Views, follow these steps:

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

Creating a New Datagrid View

To create a new Datagrid View:

  1. Open the Datagrid Views section.
  2. Click on New.
  3. Define the desired column order and settings.
  4. Enter a name and 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 section.
  2. Select the desired Datagrid View.
  3. Click on Activate View for Users.
  4. Choose the users who should receive this view.
  5. The Datagrid View is now 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 section.
  2. Select the desired Datagrid View.
  3. Click on Activate for User Group.
  4. Choose the user group that should receive this view.
  5. The Datagrid View is now applied to all users in the selected group.
  6. Any new users joining the group will automatically inherit 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 section.
  2. Select the desired Datagrid View.
  3. Click on Edit Selected View.
  4. Make the necessary changes.
  5. Optionally, update the Datagrid View for all users who have this view activated.

Info

Users with an activated Datagrid View can still personalize their view. Individual modifications do not affect the global preset.

By utilizing Datagrid Views, Document Central allows users to create structured and customizable document displays, enhancing efficiency and ease of use.

See also