List view allows you to see all documents that you have access to. Viewing documents in a list allows users to have a quick overview of various files and associated objects, facilitating navigation.
List view provides a variety of Filtering and Sorting options, allowing users to easily find desired documents. These features help organize the items in the List View.
How to Navigate to the List View
- Click on the Module Explorer button in the top left of your screen.
- Click on the desired module, in this case, the Document module.
- You will be directed to List View.
Hierarchy Filter
EPC provides users with three major hierarchy filtering settings:
- No hierarchy filter: A list view where all items within the given module are listed.
- Current level & below: A list view where all levels below the selected item are listed.
- Current level: A list view where only the first level below the selected item are listed.
Columns
List view includes various data columns that users can add or remove according to their needs, providing flexibility in visualizing and filtering information.
- To add or remove columns from the List view, select the ‘Columns’ button, on the right side, where you will find the list of the available columns with checkboxes to select of deselect the desired information.
- Your list columns preferences can be saved to simplify navigation by clicking on the ‘Save Columns’ button. The configuration will be your default display when accessing the List view.
Here are the columns available:
| Columns | Description |
|---|---|
| Download/Preview | Allows users to download or preview the file |
| Favorite | Allows users to sort processes by favorites vs. non-favorites |
| Name | Textual search for any existing name of an object |
| Parent | Textual search for existing item’s parent name |
| System Serial Number (SSN) | Textual search for existing item’s SSN |
| Roles | Whether or not there are Roles directly associated with the item in question |
| Org Units | Whether or not there are Org Units directly associated with the item in question |
| Asset | Whether or not there are Assets inputted for the item in question |
| Documents | Whether or not there are Documents directly associated with the item in question |
| Subtype | Whether or not if this object is classified as a business type |
| Categories | Whether or not there are Categories directly associated with the item in question |
| Identifier | Textual search for any existing unique identifier of an object |
| Description | Whether or not there is a Description inputted for the item in question |
| Type | The type of the object |
| My RASCI-VS | The RASCI-VS associations existing on the item in question |
| Extension | The extension of the file illustrating the file type (e.g. xlsx, docx, etc). Users can make a textual search. |
| Size | The size of the file in question |
| Last Modified By | The name of the last resource that modified the object |
| Modified Date | The last date that the object in question was modified |
| Status | The current status of the collaboration engagement (Open, Work in Progress, Closed, Rejected) |
| Locked | Whether the item in question is currently locked or not |
| Purge period | Textual search for an existing item’s customized purge period |
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