Handling Views
Show Columns
In the Browse pane and the Search pane, you can add columns to be viewed by a right mouse click on one of the existing column headers, and selecting “Show Column”. In that list you can select or deselect the field you want display in a column or hide a particular column.
The list of fields is the summary of all metadata fields in all document types defined by your organization. You can modify the width of the column by dragging the edge of the column header. Note that these modifications will be saved as the default view when you open Alfred Desktop at a later date.
Show a Set of Columns
In the Browse and Search panes, you can change your column view; Alfred Desktop allows the selection of a predefined or custom defined set of columns.
The predefined column sets are the document types defined in the Alfresco document model. Selecting one of these document types will show all metadata fields related to this document type in the columns.
You can select the individual columns you want to add in your custom view. This view will be set as the actual view and will be maintained when closing and reopening the repository.
Creating Personal Views
You can select a specific set of columns and save this view with the “Save Current Columns” option. You will be prompted to provide a Column set name. This column set will then be available under “Saved Column Sets”.
You can remove the custom column set by using the “Delete Column Sets” command.
Sort on Columns
Clicking on the column header will sort the files by alphanumeric values within the folder.
Zoom
The Zoom function provides alternative and extended navigation functionality in a subpart of the folder structure. It is mainly used to provide a different view of the content in, for example, a project folder.
Initially, Zoom provides an extra navigation structure, based on the Category structure, as defined on your Alfresco server.
Select the folder and click on Zoom.
A separate tab will open where the selected folder will become the root folder and the sub folder structure is presented. All navigation and document functionality is available, provided you have permissions in this sub structure.
The category structure is presented as an additional navigation structure. Selecting a folder will filter the content in the above folder structure and present the list in the Details pane.
In the example below, selecting Commission will present all documents for project A, which have been tagged with the categories ‘Commissions’, ‘Energy’ and ‘SME’.
Uploading Documents into the Zoom Tab
You can upload documents into a specific folder in the Zoom tab.
You cannot upload documents when you are navigating in the Category structure, as this does not indicate the folder in which you wish to upload the document.
Virtual Views
A Virtual folder is a filtered view on a part of the document repository. It allows you to create a virtual folder structure based on filtered views on the repository.
Below is an example of views defined for
an invoice approval process. The views are defined in configuration
files in the Data dictionary. For each folder, you can define the
filter, the folder icon, the columns, etc.
Your system administrator can configure Virtual Views.