Determining Contents of Document Lists

Use

The document list contains all the documents that meet the search criteria you entered. You can limit the information that you want to display about the individual documents for the current processing situation.

Determine Temporary Settings

You can call functions directly from the document list to structure the selection and presentation of the data. These settings are only valid for the current processing situation. They cannot be saved, and are therefore not reusable. No authorization checks take place.

Define Filter

You can restrict the documents reported even further by using a filter that you set with certain document data for the available value range.

Select (Set filter). You see the Define filter criteria dialog box.
Select the fields whose values you want to restrict further (for example, Document Type) .

If you set a value range of DA* to DW* for the document type before starting a document search you can use the filter to restrict the document type to DRW at a later point.

Choose Transfer. The Filter criteria dialog box appears which you can use to enter restrictive values for selected fields.
Confirm your entries. The document list appears that has been updated using the filter criteria.

Note Note

You can delete filter settings by choosing (Set filter) . The dialog box Filter criteria appears as soon as filter settings exist. Choose (Delete selection flag) or. (Delete all selections) .

End of the note.

Sorting Document Data

You can sort the individual document data that is displayed in a table-like structure in either descending or ascending order.

Choose (Sort in ascending order) or (Sort in descending order) . You see the Change layout dialog box.
Select the fields whose data you want to sort (for example Document Type, User) and whether want them sorted in ascending or descending order.
Choose Transfer. You return to the document list, which has now been updated using the sort criteria.

Note Note

You can delete sort settings by choosing (Sort in ascending order) or (Sort in descending order) . Select a field in the area Sort fields in the dialog box Define sort order and choose ( Cut ).

End of the note.

Define Layout

You determine via the Layout which fields are to be displayed or hidden in the document list, and in what form the data is to be presented.

Choose (Current Layout). The Change layout dialog box appears.
On the tab page Columns you determine the scope of the fields that are to be displayed on the list. Select fields from the column Column set , and choose the arrow to transfer them into column Columns.
If necessary, make any other settings. For example, determine the sort order on the tab page Sort Order. On the tab page Display decide whether gridlines are to be drawn between the columns, or whether the columns are to be made to fit the width of the field values.
If you have finished making settings, you Transfer the settings for the current processing situation.

Note Note

If you want to replace the current layout with another, already existing, layout variant, choose (Select Layout ). You see a dialog window, on which both the general layout variants, as well as the layout variants are displayed, and which you have saved user-specifically.

See also: Save Layout

End of the note.