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Comment: Updated wording to v4.5, typos, added labels

Administrators can create custom views to control how Document Lists in Grid View appear for a Search by separating the results based on a pre-determined predetermined Field value. This is very beneficial in scenarios where a Status field is applied or where documents are grouped by a User Name user name, for example. Each Archive can only have one View and the View can be customized. The tab label and Field value do not need to be the same.

You can enable or disable Views based on a Search. To learn how to enable your searches Searches to support Custom Views click hereViews, refer to the Display Archive Views in Search Results page.



  1. To edit assign Views which that appear in the desktop client Search Results Grid View Document List for a new Archive, click Edit Views in the New Archive dialog.

  2. The Edit Views dialog box can also be accessed by clicking Views from the More Options menu in a selected Archive bar.
  3. Click To edit Views in an existing Archive, click Views from the More Options (Image Added) icon for the selected Archive.

  4. In the Edit Views dialog that appears, click Enable Views.

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  5. Click the Status FieldExpansion expansion (triangle) icon and select a Field from the list to use to generate for the separate Views tabs.

  6. To add an Archive viewadditional Views, click the Add View button.

  7. In the View Properties dialog boxthat appears, enter the name which will appear as the tab name in the View Label box.

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  8. Enter the exact value found in the list that will filter the records to appear on the tab Status Value box. The value is case sensitive and must be typed in exactly as entered.

  9. Click the Color button, select a color, and click the Close (x) icon to close the color selector.

  10. Click Save to save changes and exit View Properties.

  11. Click Save to save changes to and exit Edit Views.

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