Result tabs

The Web Client allows for users to have multiple tabs open, displaying different sets of information without having to open a new Web Client instance. A new tab is opened whenever a search is run, whether it be from running a search from the Home tab using the Search Editor, or by navigating to another search result from a record, e.g. navigating to related records.

When more than 5 tabs are open in the Web client browser window, an All tabs drop-down menu is displayed in the tab panel. Click on the drop-down to display a list of all open tabs.

To close a tab, either on the tab or from the All tabs drop-down list, click the X next to the tab name.

The following standard toolbar icons are displayed in the results tab:

Icon Description
Refine search - displays the search editor to perform further refined search. Search editor is displayed for the current object and populated with the existing query. You can sort or fine search using Filter or Sort tabs and also change the existing query and search.
Save search - displays new saved search dialog box. Query, sort and filter information will be populated. Fill in the details and click Save to save your search.
Show URL - see URL Link.

Switch - switch between the list view and the grid view. By default the last used search layout is the default layout. Click Switch to toggle between list view and grid view.

  • List view - displays the properties of the selected object such as name, record number, title, date, assignee and so on. Click on the record to display the Actions and properties panel.

  • Grid view - displays the properties of the selected object as a grid. Click Column selection to modify the columns you want to be displayed for the object. Select the checkbox to display the Actions and properties panel. Click on the header or title of the column to sort the result set as ascending or descending order on the selected column. By default, the result set is sorted in ascending order. A small arrow is displayed in the header or title of the column indicating whether the column is sorted in ascending or descending order.

    NOTE: You can rearrange the columns and/or resize as per requirement, changes made in Web Client would be retained and also reflected in Content Manager client or visa a versa.

    However, if you have customized setting in Content Manager client, say Icons only or align right, then in the Web Client if you resize the column(s) width, the same will be applied to Content Manager client also. Since, by default, the columns in Web Client are left aligned and supports text only configuration, the prior setting in Content Manager client, say Icons only or align right, will be overwritten with the settings made in Web Client.

    The following options are available only for Grid view:

    Filter - allows you to refine the search of the current view.

    Click Filter to display filter panel on the left of the result set. Apply the required criteria and click Filter. Click Reset to clear the values of the filter.

    If you need to apply filter based on the column that is not currently available in the view, then add the column to the view to make it available in the filter panel.

    NOTE: The Filter supports object type, such as record type, location etc., and form fields, like boolean, date, text and numeric fields.

    NOTE: You can apply filter only for the fields that are available in the search editor.

    If a field is available in the view but not in the search editor, you cannot apply filter on that field. For example, if the field Source Type is available in the view but not in the search editor, then you cannot refine your search using Source Type.
    Resize columns to fit - column width is adjusted to fit the length of title.

    Export as - allows you to export the metadata of the columns displayed in the result set as a CSV. The options are:

    • Export as CSV (Comma)

    • Export as CSV (Semicolon)

    • Export as TSV

      Select atleast one record from the result set to enable this option.

    For more details, see Exporting records.

    View - lists the available views and Configure views. Select the view you want the result set to be viewed in.

    Enter the search query in the search box to search for the view you are looking for.

    The CM Desktop Client view is the default view in the Content ManagerWeb Client. You can set your own view as CM Desktop Client view. The changes are applied in the Content Manager client also. See Setting a view as CM Desktop Client view.

    For more details, see Views.