Customize document library view

When managing the document library views, the setup for IDM Document Type attribute reflects to the Document Library entity view and behavior in the IPLMF application.

  1. From the menu, select Admin > Manage Views.
  2. To filter the view entries, click the Entity dropdown list, then select Document Library.
  3. Select the detail or list page view of the document type to personalize.
  4. Click the Copy icon.
  5. Optionally, select the Copy only required fields check box to use only required fields for the entity view.
    If you do not select the check box, all fields in the system-defined view is copied.
  6. Click OK.
  7. In View Properties, specify this information:
    Name
    Specify a name for the view.
    Description
    Optionally, provide a description for the view.
    Entity
    Set as Document Library. This field shows the entity on which the view entry is created or copied to.
    IDM Document Type
    Select the IDM document type to set when creating the layout.
    Note: The IDM Document Type selection is dependent on the selected custom document types from the IDM settings. This field also identifies the user-defined IDM attribute to load during layout creation.
    Page Type
    Set as Listing or Details. This field shows the page type on which the view entry is created or copied to.
    View Type
    Set as Main View. This field shows the view type on which the view entry is created or copied to.
    Show design outline
    Select to show the outline views of the layout canvass and containers. This field is displayed for Detail view format settings only.
  8. Continue customization for list or detail layout.

    See Create a personalized details page view.

    Listing view can be switched to list view or card view. For the list view, see Create a personalized listing page view.