Content Manager 25.1 Office Integration Help

# Modifying the view pane

You can customize the view pane by using the Customize View Pane dialog.

Modifying the view pane

1. Open a list window - for example, perform a search to generate a search results list or open a Locations list
2. Right-click in the view pane and select Customize.

   The View Pane dialog box appears.

   - To add a field, select it in the Available Fields list and click Add to add it to the Displayed Fields list.

     When you add a field, Content Manager removes it from the Available Fields list.

   - To remove a field, select a field in the Displayed Fields list and click Remove.

     When you remove a field, Content Manager adds it to the Available Fields list.

   - To move a field up or down the list, use the Up and Down buttons.
3. Click OK to save your changes.

- If the system administrator has locked configuration of the view pane, i.e. the Customize command is not there, then you cannot drag any fields, either.
- Modifying the view pane on a record search results list will only make changes to the view pane for the Record Type of the selected record in the list pane. You will need to modify the view pane for each Record Type.
- Some view pane fields are composed of merged sets of metadata.

  For example, the Full Description Location field within the view pane will display a Location's:

  - Organization
  - Gender
  - Title Code
  - Initials
  - Prefix
  - Last name
  - Suffix.

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Version 25.1 | Last updated July 2024
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Product: Content Manager 25.1

Topic Title: Modifying the view pane