¶ Document Types
In this page Documents types can be created, Document types can have specific properties through there related profiles and layout.
Empty state of Document type page will be displayed as below:
Document types home page list view has differenet columns, each column will show the information as below
- Name : Name of the Decision type will be displayed.
- Category : (Yet to fill the details)
- Profile and Layout : Linked Profile and layout name will be displayed under this column area.
- Date Created : - Date of creation of decision type will be displayed under this columm area.
- Created by - Created by creator will be displayed under this column area.
- Last Modified - Last modified Date and Time will be displayed under this column area.
- Modified by - Last modified creator name will be displayed under this column area.
¶ Create Document Types
Document Type can be created by clicking on the New document type button on the top right corner of the list view page.
After clicking on the button, New creation page will be opened to fill the details for document type, creation page of the document type will be displayed as below
In the Creation page, we have 2 options either to create new document type or create a copy of exisiting document type.
Profile and layout has to be linked inorder to create the document type. By Clicking on the Link Profile Layout, a side panel will be opened to show the dropdown field. only the published Profile and layout will be shown in the dropdown. Admin can click on Link button to link the Profile and layout to document type.
After linking Profile and layout, Fields related to that profile and layout will be displayed in the creation page of the document type.
After filling all the mandatory fields in the creation page, admin can click on Create button or can exit the Creation process by clicking on the Cancel button.
On clicking the Cancel button, a pop-up message is displayed to warning about the action which leads to information loss. clicking on Yes, I’m sure will exit the page from the creation, and clicking on No, I’m not will close the pop-up screen.
After the successfully Creation, Success toast message is displayed and Admin will land in the details page of the document type, which will be displayed as below image.
Kebab Menu option of the Newly Created document type contains 4 options, which are as follows
- Details - clicking on this option will show the Details page of document type
- Show in sidepanel - Clicking on this option will show the details of document type in side panel in read only mode
- Edit Metadata - Clicking on this option will show the details page in edit mode
- Delete - Clicking on this option will show pop-up message to display whether to delete or not, Image is displayed as below
Details page of document type is shown as below
There are 2 sections in the details page of the document type such as
- Default Values - Default values which are set during the creation of the document type is shown under this section
- Linked ProcessTypes - Details of the linked processtypes of the document type is shown under this section
Sort
A Sort icon is present against every column which allows a user to sort and display the data in either ascending or descending or in a default order.
Total
Total Document type shows the number of Document type are available in the overview page.
Search
Search Field is available to search any particular Document type in the overview page.