Manage column templates
To allow reviewers to quickly access a set of columns in the List pane, you can save the columns as a column template.
A column template is a saved list of fields, binders, and other items that appear in the List pane on the Documents page. Reviewers can quickly change the columns that appear in the List pane by selecting a column template.
Administrators and group leaders with permissions can create and manage column templates. For information about how to grant permissions, see Grant administrative access.
Create a column template
Administrators and group leaders with permissions can create column templates on the Column Templates page.
Administrators can allow group members and group leaders to create and edit column templates in the List pane. For information about how to allow users to create and edit column templates in the List pane, see Work with security for features. For information about how to create column templates in the List pane, see Configure columns in the List pane.
To create a column template:
On the Case Home page, under Case Setup, click Column Templates.
Click Add.
Type a Name for the column template. Reviewers see this name in the List pane on the Documents page.
In the Type list, select Search results or Migration.
Click Save.
Click the name of the column template.
To add an item to the column template, do the following:
Click in the Select a field box, and then select an item. Press Enter or click outside the box.
To select the information about an item to display, in the Attribute column, click Value. Then select the information that you want to display, such as Count or Coded By.
Note: Depending on the item that you select, the attributes that you can display vary.
To specify the sorting order of documents in the List pane, do the following:
Note: One-to-many fields cannot be sorted.
In the first column that you want to sort, click in the Sort column to add a number. Documents are sorted first by the column with a sort number of 1, then 2, and so on.
To remove a sort number, click the number.
To sort documents in ascending or descending order, click A to Z or Z to A.
Repeat the previous steps to sort documents by additional columns. You can sort up to five columns.
Repeat the previous step to add additional items to the column template.
To rearrange items, hover over an item, and then drag the handle to move a row up or down.
The List pane displays columns from left to right according to the order of the columns.
Click Save.
Grant groups access to the column template. For information about how to grant groups access, see Set security for a column template.
Set security for a column template
Administrators can set the security for a column template based on user groups. By default, the security setting for a new column template that is created on the Column Templates page is set to Deny for the group in which you create the column template.
For information about how to set security for multiple column templates at the same time, see Work with security for objects.
To set security for a column template:
On the Case Home page, under Case Setup, click Column Templates.
Click the name of a column template.
In the navigation pane, click Security.
Depending on which groups you want to set security for, select from the following:
To set security for one user group, hover over the row for the group, and then select an option.
To change the security for all user groups, select an option in the heading row. Then click OK.
The following security settings are available.
|
Permission |
Description |
|
Deny
|
Denies the group access to the column template. |
|
Allow
|
Allows the group access to the column template. |
Edit the name of a column template
Administrators and group leaders with permissions can change the name of a column template.
Administrators can allow group members and group leaders to edit column templates in the List pane. For information about how to allow users to edit column templates in the List pane, see Work with security for features. For information about how to edit column templates in the List pane, see Configure columns in the List pane.
To change the name of a column template:
On the Case Home page, under Case Setup, click Column Templates.
Click the name of a column template.
In the navigation pane, click Properties.
Type a Name for the column template.
Click Save.
Clone a column template
Administrators and group leaders with permissions can create a copy of a column template, and then modify the items on the template.
To clone a column template:
On the Case Home page, under Case Setup, click Column Templates.
Click Clone.
In the Source template list, select the column template that you want to copy.
Type a Name for the new column template.
Click Save.
To modify the items on the column template, click the name of the template. Then edit the details as needed.
Grant groups access to the column template. For information about how to grant groups access, see Set security for a column template.
Delete a column template
Administrators and group leaders with permissions can delete column templates.
To delete a column template:
On the Case Home page, under Case Setup, click Column Templates.
Select the check box next to the templates that you want to delete.
Click Delete, and then click OK.