Question:
How to apply different views to a Document in PromoMats?
Answer:
Views can be applied to documents so that different data can be shown.
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
Document View:
Displays the artwork that is uploaded to the document on the full screen:
Notes View:
Please note that the Meeting Mode icon has changed to the Notes View.
When Notes View is turned on, Vault applies settings to better support MLR meetings.
When the user applies Notes View, the following settings are applied:
- Full screen
- Filter settings hidden
- Doc Info page in annotate mode
- Notes filtered to show all, sorted by page
- Annotation font size increased
- Preview window width set to 50%
Thumbnail View:
Thumbnail view documents are organized into columns and rows. The document thumbnail and document fields are shown in each tile.
Old User Interface:
Document View
Document View displays the artwork that is uploaded to the document on the full screen:
Mixed View
Mixed View displays the artwork that is uploaded to the document on the left-hand side of the screen and metadata of the document on the right-hand side of the screen:
Field View
Field view displays the metadata of the document on the full screen:
Timeline View
Timeline View displays the document's history including lifecycle state changes and workflow task details:
Related Documentation:
Vault Help Documentation: Vault Help
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