Work with primary views
The primary views, shown in the left navigation sidebar in Workplace, allow you to work with objects from different perspectives. Your site administrator can limit access to specific views in Workplace. If you do not have access rights to a particular view, it will not be listed. Additionally, your site administrator can change the order of the views, assign custom names, and add new views.
- My Workplace provides a portal view to several Workplace pages at one time and can include a portlet for external websites.
- Tasks provides access to workflows and work items that you have permission to view or work on. You can access the current step for each task, its status, and see when it was received.
- Shortcuts provide quick links to items that you use frequently, such as a specific folder in Browse, a specific search template, electronic forms (if FileNet P8 eForms is enabled), and entry templates. You define the shortcuts for your user name.
- Browse helps you find objects by browsing through the hierarchy of object stores and folders.
- Search helps you find objects by filling in search criteria fields or by running a search template. Search templates can search across object stores.
- The Author primary view consists
of General Tools
and Advanced Tools. The General Tools view provides access to wizards
for adding new documents, new custom objects, or new folders, for
managing document checkouts, and for downloading Application Integration.
The Advanced Tools view in the Author page provides access to creating publishing templates, stored searches, search templates, entry templates, workflow definitions and subscriptions, and security policies. Access to process-related tools, such as Process Designer, Workflow Subscription Wizard, Process Simulation Designer, and Process Simulation Console, are restricted to users with appropriate access rights. Your site administrator determines the access rights. For more information, click the Help link in the Advanced Tools page.
- The Admin view provides access to Site Preferences, the Process Administrator, and the Process Configuration Console. The Admin page is restricted to use by selected administrators, and is only displayed for users with appropriate access rights.
You can select your favorite view to use as the destination for the Home link in the banner. When you click Home or the banner graphic, the specified view opens. For more information on setting the destination for the Home link, see General settings in the User Preferences section.
To display a primary view
- Click the view name in the left pane or any other toolbars that list the same primary views.
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