Available in: Ribbon > View > Views

Use the Manage views dialog box to edit folder and tasks views. Existing views are listed in the left-hand column of the dialog box. Edit the selected view in the right column of the dialog box.

Views

Under Views, you can see the available folder views in the Repository work area. You can edit a view once you have selected it.

Name of view

Name: Change the name of the view in the Name field.

Folder

Under Folder, you can change the folder associated with the view. To change the folder, navigate to the required folder using the integrated tree structure and confirm your selection with Apply or OK.

Tasks views

You can see the available tasks views in the Task views area. You can edit a tasks view once you have selected it.

Name of the tasks view

Name: Change the name of the tasks view in the Name field.

Criteria

Type: Use the Type drop-down menu to select the type of tasks you want to filter by. If no task type is selected, all tasks are displayed.

Choose from the following options:

• Workflow (without form)
• Form-based workflow
• Reminder
• Monitoring

Priority: Use the Priority drop-down menu to specify the priority according to which you want to filter the tasks. Only tasks with the selected priority are displayed. If no priority is selected, all tasks are displayed.

Choose from the following options:

• A
• B
• C
• A_Escalation
• B_Escalation
• C_Escalation

Status/Name/Workflow step: Use the drop-down menu and the input field to define which criteria the status, name, or workflow step of the tasks must meet for the corresponding tasks to be displayed.

Use the drop-down menu to select which condition applies. Choose from the following conditions:

• contains/does not contain
• starts with/does not start with
• ends with/does not end with

In the input field, enter the character string that the selected condition should be applied to.

Editor: Select an editor of the tasks. Suggestions will appear as soon as you start to type. The tasks view only contains tasks assigned to the selected editor.

Owner: Select an owner of the tasks. Suggestions will appear as soon as you start to type. The tasks view only contains tasks assigned to the selected owner. The owner is the user who started the workflow.

Metadata form: Use the Metadata form drop-down menu to select a metadata form if you only want tasks with the corresponding metadata form to be displayed in the tasks view.

Fields: If you have selected a metadata form, you can use the plus sign to add fields so that you can filter by their contents.

Select the field from the first drop-down menu. In the second drop-down menu, select which condition applies. The following options are available:

• contains/does not contain
• starts with/does not start with
• ends with/does not end with

In the input field, enter the character string that the selected condition should be applied to.

Show postponed workflows: If the option Show postponed workflows option is enabled, postponed workflows will also be displayed within the new tasks view.

General buttons

New: Click New to open the Add new view dialog box. Select the type of view you want to create. The new view shows up in the Manage views dialog box in the corresponding area. Modify the settings of the new view as required.

Delete: Use the Delete button to mark the selected view for deletion. To delete a view, click Apply or OK.

Use default: Click the Use default button to delete all custom views. Views created by an administrator remain.

Information: The changes automatically restart the ELO Java Client.

Apply: Click Apply to save the changes. The dialog box remains open.

OK: Click OK to apply your changes and to close the dialog box.

Cancel: Click Cancel to close the dialog box without saving the changes.

Information: The following functions are only available to administrators.

For administrators

Select user: Select a user or option group via the Select user button to assign the user/option group specific settings in the configuration.

Transfer settings to other users (icon): Transfer the settings you made to one or multiple users or an option group.