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Layouts in the result list

The table view of the result list can be customized to your preferences. Users can customize column selection and placement, sort the result list by column content, and group by data fields. The table view can then be saved under your chosen name and selected for reuse in the result list view.

Users can only access layouts they create. To share layouts with others, users can create an individual, independent copy of the layout. Shared copies of layouts become the property of the person with whom the layout was shared.

For further general information about working with layouts, see the d.velop documents documentation.

Advanced administration options

Within the administration area, there is a list of personal layouts as well as a special list for the administration group. All members of the administration group have access to these layouts.

Move layouts to the administration group for use by administrators. Otherwise, only you can view and use these layouts. 

Administrative layouts are useful in the following scenarios:

  • Layouts for different groups of people 

    As an administrator, you can create specific layouts for different groups of people, such as accounting or human resources staff. You can name these layouts accordingly and save them in the administration group. This enables you to provide appropriate layouts for a group of people at any time using Share layout, so that you do not have to create them manually.

  • Layouts as presets for direct calls from the DMS app 

    As an administrator, you can create layouts for displaying the result list when this is called directly via the DMS app using predefined URLs.

Managing layouts

Under Manage layouts, you can find the following settings:

Grouping by “Personal” and “Administration group” 

You can group the list of layouts by Personal and by Administration group. The group headings indicate the different areas.

Moving layouts 

You can also move layouts from the Personal group to the Administration group and vice versa.

This is how it works 

  1. Click the three horizontal dots for the layout you want to move.

  2. Depending on the use case, click Move to administration group or Remove from administration group to make the layout available either to the administration group or for personal use.

Using layouts for direct calls from the DMS app

Each layout is identified and managed using a unique UUID. With this UUID, you can cause the result list to be displayed in a predefined layout when called from the DMS app.

Determining the layout UUID – This is how it works 

  1. Perform a search in the DMS app.

  2. Under Adjust view, select the layout.

  3. Determine the layout UUID from the browser URL. You will recognize the UUID by the parameter &layoutid=<UUID>.

    Note

    For example, when you select a layout in the result list view, the browser URL will look like this:

    "https://<Servername>/dms/r/<Repository-ID>/sr/?<Parameterliste>&amp;layoutid=67bf4a43-6ad5-053a-fd54-de3a36b96940"

    The UUID of the selected layout is therefore “67bf4a43-6ad5-053a-fd54-de3a36b96940”.

Using a specific layout for calls from the DMS app

You can perform a search using the URL of the DMS app and display the result list directly in a specific layout. Add the parameter layoutid=<UUID of the desired layout> to the URL of the DMS app call.