a collection, the ability to set Custom
allows you to control which categories of information you will see in
relation to each drawing. The files present within a particular
folder of a selected Collection are displayed in a list. The number of
files along with the file names and the custom field information are displayed
row-wise. These can be seen under the Collection
Files screen. The Manage View
feature lets you choose which custom field information to display and
also lets you create which custom field info will be displayed in which
column position of the grid view.
Follow the given procedure to manage file view:
button) at the top right-hand corner of the screen. A number of options
within a menu appear.
on Custom View
to set the number of visible columns of file information under the
grid section or click on Modify
View to change the existing column view under the grid
section. Either way, the Manage View screen opens up. This screen
is shown below,
- From the Select
View drop-down you can choose the option to create a new view
structure (meaning choosing which custom field to display and the
custom field position) or modify an existing View structure.
- If you choose
Create New View then
you will have to enter the name of the view structure within the
View Name textbox and
select the access level i.e. Public
or Private. Public means
all users will be able to see the File View structure and Private
means only you will be able to see the View structure.
- If you choose
as existing view then you will have the option to change the View Name and change the access
- Tick the Set
as default checkbox to make the view created or modified
the default view of all files within all folders of the selected Collection.
- Under the
select the custom field(s) (by ticking the checkbox) which you would
like to display under the Files
Grid View on the Collection
the associated column number on the right-hand side of the custom
field under the Position
column. If you select the Position as 1 then the associated custom
field will be displayed after the File
Name column on the File Grid
View under the Collection
Files screen. The number of position is equivalent to the number
of custom fields to be selected to be displayed.
- Click Save to save the created or modified
The custom fie to be included within the
grid view are created from the Custom
lookup fields screen under Settings.
Details are given here.
To display the
files according to the newly created
View or modified View
(inclusion of new column & position change of exiting columns) under
the right-hand side grid section of the Collection Files screen, select
the View from this drop-down as shown below [highlighted
by the red rectangle],
If you select
All Fields from the drop-down
then all the fields associated with the files will be displayed.
& Understanding Collection Folder & File Screen
Checking In Files
Alert for Folder/File