Create, modify, and delete views

SharePoint views provide users with a selected subset of the available information.

To create or modify a view:

You can create and modify views for IBM FileNet Browse, Public Inbox, and Private Inbox web parts. To create or modify a view, you must have Manage Lists permission or higher.

  1. Click the arrow in the View field on the web part and select either Create View or Modify this View.
  2. In the View Name field, type the name that is to appear in the View menu for this view.
  3. If you want this view to be the default, select the Make this the default view for the object store check box.

    NOTE You can also configure a default view for a specific instance of a web part. See Configure web parts for instructions.
  4. Specify the columns that are to be displayed in this view. For more information, see Selecting browse view columns and Selecting inbox view columns.
  5. Move the columns in the Show Columns list to change the order in which they are displayed in the web part. The columns are displayed from left to right in the order in which they are listed.
  6. Optionally, for an inbox view, specify a property to be used to display only a specific subset of workflow task items. For more information, see Filtering task items displayed in an inbox view.

To delete a view:

  1. If this is the default view, specify another view to be the default.
  2. Switch to the view you want to delete.
  3. Click the arrow in the View field and select Modify this view.
  4. Click Delete View.

Selecting browse view columns

In a browse view, the columns represent document and folder properties. By default, the Available Columns list on the Create View or Edit View page includes only properties of the base Document and Folder classes. Select the Display columns from subclasses check box to include properties of document and folder subclasses in the list.

The Available Columns list does not include hidden properties that are not typically displayed to users. It also does not include binary or object-type properties because the values of such properties cannot be displayed in a web part.

The display name of the property is used for the column header.

Selecting inbox view columns

In an inbox view, the columns represent properties of workflow task items.

By default, the property name is used for the column header. You can specify a display name to use instead of the property name:

  1. On the Create View or Edit View page, select the property in the Show Columns list.
  2. Type the display name in the Column Header field.
  3. Click Update.

Filtering task items displayed in an inbox view

By default, all workflow task items assigned to an individual or a group are displayed in the inbox view. You can limit the task items that are displayed by defining a conditional statement based on the value of a selected property:

  1. On the Create View or Edit View page, click Filter to show only items where the property. This option gives you access to the property selections that are described in steps 2, 3, and 4.
  2. Click the arrow in the first field, and select the property to be used to filter task items.
  3. Click the arrow in the second field, and select the conditional operator for the filter statement.
  4. Type the property value in the third field.

 



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