Create a new document view

User role: System Administrator, KMAdmin

A document view determines how the document displays to a user. Document views are associated with document types. Each document type has a default document view, and each document type must have at least one document view associated with it.

Note In some cases, before creating a new document view you will need to add a field or fields to the database and use Forms Designer to create new forms or to update existing forms. Before beginning these procedures, you should be familiar with the information in the Database Administration and Tailoring online help modules.

To create a new document view, follow these steps:

  1. Click Knowledge Management > Configuration > Document Types.
  2. Click the document type for the document view you want to create.
  3. Click a document view from the list of Associated Document Views that is similar to the document view you want to create.
  4. Click Modify.
  5. Click Source in the editor to view the HTML source.
  6. Right-click and then click Select All.
  7. Right-click and then select Copy.
  8. Click Cancel.
  9. Click New for the document views of the document type for which you want to create a new view.
  10. Click the Source button for the editor.
  11. Paste the old document view into the editor.
  12. Click the Source button to see the view as it will display.
  13. Type a name for your new view in View name.

    For example, if you added a field called notes to the kmdocument table in dbdict and added a Notes tab to the Error Message Cause form (kmdocument.errormsg), you can copy and paste the last two lines in the document view:

    <div class="formSectionHeading">Workaround/Fix</div>

    to make a new section Heading "Notes" that contains the new "Notes" field:

    <div class="formSectionHeading">Notes</div>
  14. Modify the security level for this document view.
  15. To insert a field in the view, position your cursor in the rich text editor window at the location where you want the field to appear on the form or select the field you are replacing and click the Insert a Field Reference icon.
  16. Select a new field in the Insert a Field Reference window.
  17. Click OK.
  18. You can use the formatting features of the editing tool to format the appearance of the field label and its position in the form.
  19. Repeat adding or modifying the fields on the document view as required.
  20. Click the Groups tab and select the document groups that can use this document view.
  21. Click OK.
  22. Click Save.
  23. Click OK.