Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

Draft.

SY: “The new Search Results Grid View affords new opportunities for working more efficiently with search results. Easily sort your results by one or more columns in ascending or descending order. Pin or hide columns as needed. And with the new enhanced data export utility, you can customize which fields of data you need to make custom report generation easier than ever. To take it even further, users now have the power to control how they work, as all of the sorting and display options can be customized to the individual user’s needs.”

The table format, familiar in the desktop client when you run a Search, is available in browser-based GlobalSearch, but with a few more features. The Grid View presents your search results in a compact list to efficiently view many records at a glance. No need to scroll to see the data you need, you can sort, resize, and pin columns how you need them. Use the View tabs to dynamically group information based on its workflow stage or on who a task is assigned to.

With your search results arranged the way you want them, now you can quickly update your records right from the list without opening the Document Viewer (with the proper permissions). Use the search and replace feature when you need to update multiple records.


These can stay here or go on separate child pages...

View Columns in the Grid View

From the Search Results Grid View, you can reorder, resize, pin, or hide columns to quickly give you the data you need.

  • Resize or ReorderFieldsColumns – Drag the edge of a column to resize it. Drag a column to a new place in the column order and drop it into place. Settings are saved to browser storage, and can be reset via the button in the column settings (right panel). Double-click on a column to fit the entire column to the width of the content.
  • View Tabs – Get View tabs, if configured to show. (See below)
  • Select Columns – Select records to act upon. To select more than one record: Click the column header to select or unselect all of the records on the page; enable the checkbox on multiple records; use SHIFT + select consecutive rows.
  • Sort by Columns – Click the small down arrow (chevron) icon to see the column menu:
    • Sort Ascending and Sort Descending –  Click to sort the records into ascending or descending order values in the selected columns. If click either, contextual Remove Sort menu item appears so you may clear your sort selection and then disappears.
    • Hide Column – Click to hide selected columns. (Use Show All Columns to unhide it).
    • Pin Left and Pin Right – Pins the selected column to the side of the Results Pane. You can scroll around, but it stays there, like Excel behavior. Contextually, Pin Left (<) /Pin Right (>) disappears from the menu after it’s selected and Unpin () appears.

      

    1. Results Priority – Fix wording. Clicking the column header produced a small black up arrow w/a number.
    2. See Thumbnail Previews – Hover over the small thumbnail icon in the second column to view a thumbnail of the document’s first page.

Column Menu

Need info here… To sort your stuff from the Column menu,…  Select the header for a column of data in the Search Results Document List and choose from a variety of ways to view your results:

 

  • Sort – You can…
    • Sort Ascending (up arrow) – Click the Sort Ascending icon to…
    • Sort Descending () – Click the Sort Descending icon to…
    • Remove Sort (  ) – Click the Remove Sort icon to… contextual menu option…
    • Hide Column ( X ) – Click the Hide Column icon to…
    • Pin – You can…
      • Pin Right ( > ) – Click the Hide Column icon to
      • Pin Left ( < ) – Click the Hide Column icon to
      • Unpin ( X ) – Click  contextual menu item.

Archive History

Add intro.  The Archive History, available in the Search Results Grid View, opens Archive History box. Has Archive History Filter at the top (enter one of the filter types listed to the right to filter out those type. Does not work on words in the History list, only the designated filter types), then list of steps taken.

  1. To view a history of actions taken on an Archive, click the Archive History () icon.
  2. In the History list that appears, choose from the following:
    1. Export History (   ) – Show or
    2. Refresh (   ) – Click to refresh the history.
    3. Arrange ?? – Use the ?? (up/down arrows) to move the rest of the choices into view. Click one to filter those type out of the list. Click again to restore.
    4.  
  3. Click the Close (X) icon to close the Archive History.


Document History


View Tabs in the Grid View

Add intro... For example, now you can search for invoices with invoice amounts over $1000 in then click a “New” tab to see only those invoices that are both new and over $1000.

Monitor Audit Trails


Add info.           SY: “Need to know who’s doing what to your documents? GlobalSearch 4.5 delivers a new Audit Trail view that gives you immediate insight into who viewed, edited, emailed, or moved a document, and provides convenient filtering and export options for making even greater use of that data.”


Customize How Your View Data from Search Results


This opens a contextual menu or list to the right of the Document List when in Grid View whose options depend upon which Grid View action was selected.


Search Results Pane


Add info.        Drag to reorder and resize. Pin/Unpin. Column Heading menu: Sort Ascending, Sort Descending, Hide Column (this does not toggle to restore. Instead, go to rt menu > Columns > Unpin All Columns), Pin Left, Pin Right.

Grid Menu

  1. To select column display options, click the Grid Menu () icon.
  2. Click the Columns (three thick bars) icon to open the Columns menu and choose from the following:
    1. Column Visibility – Show or hide columns in the Grid View by clicking Visibility (), which is on by default, or Hide (add icon). Show or hide all columns in the Grid View by clicking Show All Columns (), which is on by default, or Hide All Columns ().
    2. Column Pinning – Pin a column to the right-hand or left-hand side of the Document List so that the column is always visible when scrolling across rows. Off by default, click the Pin (thumbtack) icon to pin a column and the Unpin All Columns () to clear pinning from the Document List.
    3. Column Width – Resize column widths based on the data in the cells using the Fit to Column Width (), Restore Columns ( 3 thick vertical stripes) icons.
  3. Click the Close (X) icon to close the Grid menu.



 



  • No labels