12.5.2.1.1. Views in eXo Platform

Warning

You are looking at documentation for an older release. Not what you want? See the current release documentation.

All eXo Platform views are in the Views tab. Here, you can view, edit, delete, and add new views.

Admin

Icons

List

Categories

Web

To learn about differences between these views, see the following table:

View namesDefault actionsDefault templatesDefault permissions
Admin

Add Folder, Edit Document, View Permissions, Manage Actions, Manage Auditing, Manage Relations, Show JCR Structure, Upload, View Metadata, View Properties

List*:/platform/administrators
Icons

Add Folder, Edit Document, Manage Versions, Tag Document, Upload, View Metadata, View Permissions, Vote, Comment, Watch Document, Overload Thumbnail

Thumbnails *:/platform/users
List

Add Folder, Edit Document, Manage Versions, View Permissions, Tag Document, Upload, View Metadata, Vote, Comment, Watch Document

List *:/platform/users
Categories

Add Category, Add Document, Edit Document, View Permissions, Manage Categories, Manage Publication, Approve Content, Publish, Request Approval, Upload, Tag Document, Vote, Comment, Watch Document

Content

*:/platform/web-contributors
Web Add Category, Add Document, Add Folder, Edit Document, Manage Categories, Manage Publication, Approve Content, Publish, Request Approval, Upload, View Permissions Tag Document, Vote, Comment, Watch Document, Add Translation Content *:/platform/web-contributors
Viewing/Editing/Deleting a view

Warning

You are looking at documentation for an older release. Not what you want? See the current release documentation.

Viewing

Simply click corresponding to your desired view in the Action column.

The View form will open.

Editing a view

  1. Click in the Action column.

    The Edit View form appears.

  2. Edit the view properties.

    • You cannot change the view name.

    • If you select the Enable Version checkbox, this view automatically increases to one version after you have clicked Save. It is displayed at the Base Version column in the Views tab. Moreover, the View tab in the Edit View form will have the Restore Version field which allows rolling back a given version.

    • By default, the Hide explorer panel in side bar checkbox is only selected for the Admin and List views. This means you can use the Explorer tree to browse content from the side bar in the Icons, Categories, and Web views by default. However, in the Admin and List views, you need to deselect these checkboxes first.

  3. Optionally, select the Action tab to do the following actions on the tab.

    • i. Click to edit one existing tab. You can add or remove functions on the selected tab by selecting/deselecting the corresponding checkboxes. Note that you cannot change the tab name.

    • ii. Click to delete an existing tab.

    • iii. Click Add to add a new tab to the view.

  4. Optionally, select the Permission tab to delete the existing permissions or to add new permissions.

    Note

    Setting the * membership for a group will allow all users of the group to use this view when exploring documents.

  5. Click Save to apply all changes in the View tab.

Adding/deleting an action in a view

In the previous part Views in eXo Platform, we described different views in eXo Platform with their defaut actions.

It is possible to edit the action bar of a view by following these steps:

  1. Log in to eXo Platform as an administrator.

  2. Go to AdministrationContentContent Administration.

  3. In Manage ECM Main Functions panel click on Explorer tab and the click on Views item.

  4. In the right panel, click on edit button of the view you want to change, List view for example.

  5. In the Edit form, select Action tab then click on .

  6. A new popup appears, you can check to add or uncheck to delete actions on the view.

  7. Click Save to apply actions check/uncheck then save in the Edit View form.

Deleting a view

Click corresponding to the view you want to delete, then click OK in the confirmation message.

Note

You cannot delete a view which is in use.

Adding a view

Warning

You are looking at documentation for an older release. Not what you want? See the current release documentation.

  1. Click Add View located at the bottom to open the Add View form.

  2. Specify the view name in the Name field that must be unique, and only contains standard alphanumeric characters. This field is required.

  3. Select one template from the Template drop-down menu.

    Note

    Tick the Enable Version checkbox if you want to activate versioning for your view.

  4. Select the Action tab, then click Add to create a functional tab on this view. This step is required.

    The Add/Edit Tab form appears.

    • i. Enter the name for the tab in the Tab Name field.

    • ii. Tick checkboxes corresponding to the actions you want to add to the tab.

    • iii. Click Save to finish creating a tab.

      The newly created tab is displayed in the Tab column.

  5. Select the Permission tab, then click Add to add permissions for the view. It is required.

  6. Click Save to finish adding your view.

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