Favourites, Recent, Trays, To Do Items
The shortcuts pane displays a number of shortcuts that you can click to quickly find items that fit their criteria.
You can find the shortcuts pane on the left of the Content Manager window, and the shortcuts are also available on the Search menu.
There are three tabs on the shortcuts pane:
You can add items to your favourites to find them quickly. Click a Favourites tab shortcut to find the items that you added to it.
See Managing items under shortcuts manually.
NOTE: If you do not have access to a type of item, for example Classifications, you cannot add it to your favourites.
- Recent Containers displays the container records with enclosed records that you have used recently up to a limit of 25 containers
- Recent Documents - displays the last 25 records with electronic documents you created in Content Manager, extracted to a local drive or have made a new revision of
NOTE:
- Content Manager does not add documents in Offline Records to the Recent Documents list until they are back in Content Manager. However, supercopies appear in Recent Documents as soon as you create them.
- To change the default number of 25 recent documents or 25 recently used containers that Content Manager displays, create the registry keys HKEY_CURRENT_USER\Software\Micro Focus\Content Manager\FavoriteLimits\RecentDocuments or HKEY_CURRENT_USER\Software\Micro Focus\Content Manager\FavoriteLimits\RecentFolders respectively as DWORD type and set them to the values you require
Most of the Trays tab shortcuts display useful lists of items that fit set Content Manager criteria. Items that do not fit the criteria any more because they have been updated, do not appear any more when you press the shortcut. For example, when there are no Actions due for a record any more because you have already completed them, the record will not appear any more when you press Records Due.
See Trays.
NOTE: When searching for records using the following options from the Shortcut pane:
- Favourite
- Recent Containers
- Recent Documents
- Records Due
- Records In
- Records In or Due
- Records Work Tray
Users can save the Filter and Sort options specifically for that shortcut search, so every time the shortcut is opened it will default to the user set Filter and Sort options.
To set default options, once the search has been run from the Shortcut pane, in the search results window, either right-click, point to Search and click Refine Search, or click F7 on the keyboard.
On the Filter and/or Sort tab, set the required Filters and/or Sorting options, then select the Set as default for... option on the tab window.
This will save the Filter and/or Sort options specifically for that tray search so next time the tray is opened the Filter and/or Sort options will be applied.
Right-click items like records or Locations and then use Send To and Remove From to add or remove them from the shortcut collections where that is possible.
You can add and remove the items from these shortcut collections manually:
- All under the Favourites tab
- Recent Documents
- Recent Containers
- Records Work Tray
- User Labels tray
You can also add records to the records shortcut collections by pasting record numbers into the respective shortcut window. This method is very useful when working with large sets of record numbers with no common details to search by.
Examples:
- Type up a list of record numbers - for example, in Notepad - and then copy and paste the numbers into your Records Work Tray window
- Copy record numbers from the record view pane of a search results list and paste them into your Records Work Tray window
- Copy and paste the contents of barcode text download file into your Records Work Tray window.
Related information