How to customize the documents' listing/columns? (Datagrid)

This article will teach you how to customize a workflow's list/columns, in order to show the most important and convenient document properties in the columns.

  TIP   If necessary, click the images to zoom in.

Documents list (Datagrid)

To customize a documents list, follow the steps below:

1. Open the documents list you intend to customize. You can reach it through the My Documents module.

2. Select the Document workflow you wish to customize.

3. Click on your user name, and select the option Customize Dashboard.

4. Click on the Visibility (1) icon as shown in the image below. Select the fields you want to see as a column in the Datagrid.

5. Example of added columns.

6. At the end of the Visibility list, you'll find the personalized fields on the documents' properties. Selecting those will add a column with the property information and a search filter above the Datagrid.

 TIP   After editing the table, you must remove the selection Customize Dashboard (step 3)

 TIP  You can also customize a workflow's folder listing. You only need to have access to the folder and follow the same steps as shown in this tutorial How to costumize workflow listing/columns?

 ATTENTION  The table contents are automatically ordered. The default AGIR fields (Reference, tasks, status, publication date, etc...) will be listed on the left side, and on the right side, your workflow customized fields will stand, alphabetically sorted according to the fields' name.

If you wish to change this order, you can "play around" with the fields' labels, in order to organize it as intended.

This customization will appear to all users, since it's a global customization of the workflow/folder.

 PERMISSIONS   To perform these changes, you need administrator permissions.