8.2 Creating a New Custom Folder View

Vibe lets you create custom folder views that contain elements that are unique to your needs. To do this, you must create both the form and the view. For more information about forms and views, see Section 8.1, Understanding Folder Forms and Views.

8.2.1 Creating the View

  1. Navigate to the folder or workspace where you want to create the new view.

    If you create a new folder view at the workspace level, the folder view can be enabled on any folder within the workspace. If you create the folder view at the folder level, the folder view can be enabled only on that folder where the view was created.

  2. Click the Configure icon next to the folder or workspace title, then click Form/View Designers, depending on whether you are creating the new folder view at the folder or workspace level.

    The Form and View Designers page is displayed.

  3. Click New > Folder Views.

    The Add a New Definition form is displayed.

  4. Specify the following information in the Add a New Definition section:

    Caption: Specify the name of the folder view that you want to appear in the Micro Focus Vibe interface. (For example, “Custom Blog.”)

    Name: Specify the internal name of the folder view. This name is not visible to regular Vibe users. (For example, “custom_blog.”)

    Family: Select the folder type that this view is most closely associated with.

    Create a File Entry on file drag/drop: Select this option if you want Vibe to create a new file entry when you drag and drop a file into the folder by using the Add Files to Folder feature, as described in Adding a File by Dragging and Dropping in the OpenText Vibe 4.0.8 User Guide.

    If you do not select this option, the default entry type for the folder is created when you drag and drop a file into the folder using the Add Files to Folder feature, as described in Dragging and Dropping Files in the OpenText Vibe 4.0.8 User Guide. For example, in a Blog folder, a blog entry is created, and the file is added as an entry attachment.

    If you are creating a new view for a Files folder, this option has no effect.

    Folder Icons: Select the icon that you want to represent the folder. The icon that you select is displayed with the name of the folder in the Navigation panel.

  5. Click OK.

  6. Continue with Section 8.2.2, Adding Elements to the Folder Add/Modify Form.

8.2.2 Adding Elements to the Folder Add/Modify Form

After you add elements and layout options to the folder form as described in this section, you must then add those same elements and layout options to the folder view in order for them to be displayed in your folder. For information on how to add elements and layout options to the folder view, see Adding Elements to the Folder View.

  1. Expand the custom folder form that you previously defined.

  2. Add, modify, and delete elements and layout options, as described in the following sections:

Based on the modifications that you make to a form element or option, you might need to make the same modifications to the corresponding view element or option.

Adding Elements to a Folder Form

  1. Click Folder Form.

  2. In the Folder Form window on the right side of the page, click Add.

  3. In the Standard Form Elements section, click the element that you want to add.

    For information on the types of elements that you can add, see Section 8.6.1, Folder Form Elements.

  4. Specify the appropriate information to configure the element.

  5. Click OK.

Modifying Elements in a Folder Form

If you are modifying an existing form, you can modify existing elements.

  1. Expand Folder Form, then click the element that you want to modify.

  2. In the window on the right side of the page, click Modify.

  3. Make the desired modifications, such as changing the caption or data name, then click OK.

Deleting Elements in a Folder Form

If you are modifying an existing form, you can delete existing elements.

  1. Expand Folder Form, then click the element that you want to delete.

  2. In the window on the right side of the page, click Delete.

  3. Click OK.

Adding Layout Options to a Form

  1. Click Folder Form.

  2. In the Folder Form window on the right side of the page, click Add.

  3. In the Layout Options section, click the layout option that you want to add.

    For information on the types of layout options that you can add, see Section 8.7, Understanding Layout Options.

  4. Specify the appropriate information to configure the layout option.

  5. Click OK.

8.2.3 Adding Elements to the Folder View

The folder view is how your folder form is displayed to other users. Every folder form must have a view associated with it. This view needs to contain all of the elements that you want to display in your folder. For information on how to add elements and layout options to the folder view, see Section 8.2.2, Adding Elements to the Folder Add/Modify Form.

  1. Expand the custom folder view that you previously defined, then expand Folder View.

    If you are modifying an existing view, all of the elements and layout options that are currently applied to the view are displayed.

    or

    If you are creating a new view, only the default options are displayed.

  2. Add, modify, and delete elements and layout options, as described in the following sections:

Adding Elements to a Folder View

  1. Click Folder View.

  2. In the Folder View Definition window on the right side of the page, click Add.

  3. In the Standard Form Elements section, click the element that you want to add to the view.

    For information on the types of elements that you can add, see Section 8.6.2, Folder View Elements.

    Before you can add some of these elements to your Folder View, you must first add them to the Folder Form. For information on how to do this, see Adding Elements to a Folder Form.

  4. Specify the appropriate information to configure the element.

  5. Click OK.

Modifying Elements in a Folder View

If you are modifying an existing view, you can modify existing elements.

  1. Expand Folder View, then click the element that you want to modify.

  2. In the window on the right side of the page, click Modify.

  3. Make the desired modifications, such as changing the caption or data name, then click OK.

Deleting Elements in a Folder View

If you are modifying an existing view, you can delete existing elements.

  1. Expand Folder View, then click the element that you want to delete.

  2. In the window on the right side of the page, click Delete.

  3. Click OK.

Adding Layout Options to a Folder View

  1. Click Folder View.

  2. In the Folder View window on the right side of the page, click Add.

  3. In the Layout Options section, click the layout option that you want to add.

    For information on the types of layout options that you can add, see Section 8.7, Understanding Layout Options.

  4. Specify the appropriate information to configure the layout option.

  5. Click OK.