The following list summarizes views available in Perceptive Content, including views created by you, your view manager, and views created automatically by the Perceptive Content system.
Application Plan
An application plan view returns a set of documents captured using a specific application plan. Application plans that do not have a defined view action do not display results.
- Modifiable components
- View conditions
- Security considerations
- Users with application plan management privileges can modify application plan views, including view actions and components, in Application Plan Designer.
Batches
A batch view returns the batches in your Perceptive Content system. By default, batch users can see all batches, batches that are ready for QA, and batches that are ready for linking.
- Modifiable components
- Column layout
Document
A document view returns a set of documents. Document views appear in the Views pane under Documents.
- Modifiable conditions
- View name
- Security considerations
- Users with view access can run a document view.
File Plans
A file plan view returns a set of records within a particular record category or record folder. File plan views appear in the Views pane under File Plans, and are organized according to the hierarchy of file plans, record categories, and record folders in the system. When you select one of these items, Perceptive Content retrieves the set of records within that item.
ImageNow Explorer uses the system-defined view and it cannot be modified. You can modify a view during a viewing session, but you can’t create and save filters or views for file plan view.
File plan view does not use Quick Search, only Advanced Search.
- Modifiable components
- View conditions
- Security considerations
- In the views tree, users see only the file plans for which they have been granted Search privileges, and the record categories and record folders for which they have been granted Use privileges.
Folder
A folder view returns a set of folders. Folder views appear in the Views pane under Folders.
- Modifiable conditions
- View name
- Security considerations
- Users with view access can run a folder view.
Folder content
When the user opens a folder, Folder Viewer displays a secondary grid that lists the folder's contents. This secondary grid is called a folder content view. Because document and folder shortcuts can belong to any number of folders, the same document or folder might appear as a representation in Folder Viewer with different grid layouts, depending on the type of folder the user opens.
Changes you make apply to all folders associated with the modified folder type. Because you can represent a document or folder using shortcuts in any number of folders, the same item might appear in a folder content view with different grid layouts, depending on the folder's type.
- Modifiable conditions
- Column layout
- Security considerations
- Users with folder type management privileges can modify components of the folder content view in Management Console.
Recently received documents
Recently received documents appear in a temporary view that appears when one Perceptive Contentuser transfers documents to another user with the Send to User feature. This transfer must occur while both users are connected to the same Perceptive Content Server. The view sorts the received documents according to the name of the sending user and the time they were sent.
Record
To view records functionality, you must install a Records Manager license.
A record view returns a set of records. Record views appear in Perceptive Content, in the Views pane under Records.
- Modifiable conditions
- View name
- Security considerations
- Users with view access can run a record view.
Record Folder
A record folder view returns a set of record folders and record categories. Record Folders views appear in ImageNow Explorer, in the Views pane under Record Folders.
- Modifiable conditions
- View name
- Security considerations
- Users with view access can run a record folder view.
Record Folder Content
When the user opens a record folder, Record Folder Viewer displays a secondary grid that lists the folder’s contents. This secondary grid is called a record folder content view. Because record folder shortcuts can belong to any number of record folders, the same record folder might appear as a representation in Record Folder Viewer with different grid layouts, depending on the type of record folder the user opens. Changes you make apply to all record folders associated with the modified record folder type.
- Modifiable conditions
- Column layout
- Security considerations
- Users with record folder management privileges can modify components of the record folder content view in Management Console.
Recycled documents and document folders
When the user deletes a document or folder, Perceptive Content moves the item to a system view called My Recycled Documents or My Recycled Folders.
Items remain in the recycled view for the number of days that you specify in the inserverFS_ini file.
- Modifiable conditions
- Private filters
- Security considerations
- If the user is a Department Manager, two additional views appear. These views, All Recycled Documents and All Recycled Folders, display all items deleted by all users. As long as the user can see a recycled document or folder, the user can restore it to its previous state, at which time the document or folder keeps the attributes it had before deletion, if possible.
Related
Related views appear in the Related Documents pane of the document viewer and in the Related Folders pane of the folder viewer. A related view applies the relationship selected in the list to the current document or folder. The view displays a list of all documents or folders that satisfy the conditions of the relationship.
- Modifiable conditions
- Relationship name
- Security considerations
- Users with document view management privileges can create and modify document relationships in Management Console. Users with folder view management privileges can create and modify folder relationships in Management Console.
Task
A task view returns a list of tasks assigned to the user according to the type of task, such as My Assigned or To Review. Task views appear in the Views pane under Tasks.
- Modifiable conditions
- Public filters
Workflow process
A workflow process view returns a list of items (representing documents or folders) when the user accesses a workflow process, which appears in the Views pane under Workflow.
- Modifiable conditions
- Private filters
- Security considerations
- Workflow process views appear automatically depending on the workflow queues for which a user has the necessary privileges. Users with workflow process management privileges can modify workflow queue view components in Workflow Designer.
- Security considerations
- Users with view access can run a folder view.
Workflow queue
A workflow queue view returns a list of items (representing documents or folders) when the user accesses a workflow queue, which appears in the Views pane under Workflow.
- Modifiable conditions
- Column layout
- Security considerations
- Workflow queue views appear automatically depending on the workflow queues for which a user has the necessary privileges. Users with workflow process management privileges can modify workflow queue view components in Workflow Designer.