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Creating a view for a content type

If you use a content type as a structure node, you should also define a view.

In a view, you can specify the properties of the content to be displayed. Additionally, you can store ascending or descending sorting for a property.

Creating a view - This is how it works

  1. Open d.velop composer.

  2. Select the desired content type under Element relationships .

    Here: "Board book".

  3. Create a new view with the + button.

    (under Definition view in registers)

  4. Assign a name in the View name field.

  5. Add the name of the of the managed property in the field Managed property field in the line of the corresponding internal field name.

    The managed property must have been previously created in the SharePoint Online search schema.

  6. Specify the columns to be displayed:

    1. Check the Display box if you want the column to be displayed.

  7. Set the default sorting of the columns:

    1. Move the mouse to the column you want to move (grayed out area).

      The arrow for moving appears.

    2. Click with the left mouse button on the Internal field name of the corresponding field.

    3. Press and hold the mouse button.

    4. Drag the field to the desired position with the left mouse button pressed.

    5. Release the mouse button.

    6. Proceed accordingly for all other columns.

  8. Set ascending or descending sorting for a column:

    1. Click once on the column (grayed out area) for ascending sort.

      The ascending arrow appears.

    2. Click again on the column for descending sorting.

      The descending arrow appears.

    3. Click the column again to cancel the sorting.

  9. Save your entries with Apply.

  10. Save the structure.

Restricting the search to one site collection

You can use content types to link search results across site collections. If you do not want to link the search results, but instead want to restrict the search to a single site collection, you can select the option Restrict search to the site collection. This option limits the search to the site collection from which you added the content type to the configuration.

Prerequisites for sorting in the center

If you want to use the sorting option in the defined view for the structure, it is necessary that the selected column allows sorting.

To ensure this, an assignment to Refinable properties must be made in SharePoint Online. System columns (e.g. Title) are excluded from this. Depending on the field type, a corresponding Refinable field is required.

To find out which Refinable field is suitable for which field type, please refer to Microsoft's technical documentation. You can find the article under the search term "Managing the search schema in SharePoint".

This is how it works:

  1. Get the internal name of the site column.

  2. Open the website settings on the page where you use d.velop documents for Microsoft 365.

  3. Open the Search scheme (Site collection management).

  4. Under Managed properties, look for an appropriate Refinable field (e.g. RefinableDate).

  5. Assign to a still free managed property (e.g. RefinableDate00) the scoured property (internal site column name, e.g. OWS_ECSOFFERDATE).

    1. Important: Use a 1:1 relationship when mapping crawled and managed properties.

  6. Save the customization.

    Then wait for the site to be indexed.

  7. Return to the d.velop composer application and select the appropriate structure.

  8. Select the configured view under Definition display in tabs.

  9. Add the name of the managed property (e.g. RefinableDate00) to the similarly named field in the line of the associated internal field name.

  10. Check the Display box if you want the column to be displayed.

  11. Proceed in this way with all relevant columns for the view.

  12. Save your entries with Apply.

  13. Save the structure.