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Dashboard

In the middle of the dashboard, you will find the multi-part search input field.

In the footer area, the objects that you recently created or edited are displayed in the form of a tile row. Click the Recently created or Recently edited buttons below the tile row to select which objects you want to view. If you click the More... button to the right of the objects listed in the footer area, the listed objects are displayed in a hit list.

Navigation by Keyboard

To make all functions and actions in yuuvis® Momentum client as reference application easily accessible, most of the commands can be called without using a mouse. To navigate through the application by keyboard, open the Quick access command palette at any time by pressing the Ctrl key twice. Then, start typing a string to find the command you are looking for.

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The Content aspect area offers a content preview of the selected object. Different content previews are used depending on the file type of the document file, based on the VIEWER service or PDF rendition as described in Preview of Binary Content Files.

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You require the YUUVIS_CREATE_OBJECT role to be able to create objects.

You can create objects (folders and documents) in stages. This procedure is especially useful if you create a lot of objects in a short period of time that you do not want to complete until later.

>> ObjectCreateComponent

Creating Documents

The following options are available for you to create documents:

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• Selected elements:

  • The row of selected elements is highlighted.

  • Multiple rows can be selected.

• Focused elements: 

  • Only one element out of all selected elements can be focused.
  • The icon is highlighted again at the beginning of the row.
  • For focused elements, the object aspects are displayed in the object area.

You can use the mouse to select further elements by additionally holding down the Ctrlkey or the Shift key while clicking these elements. If you hold down the Shift key when clicking the mouse, all the rows between the row you have clicked and the row with the most recent focusing are selected, but the focus remains on the first row. If you hold down the Ctrl key when clicking the mouse, the row you have clicked is highlighted in addition to the existing selections. The focus still remains on the first row. When you position the cursor on another selected row and click the right mouse button, this row is focused.

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• The My follow-ups view lists all active follow-up processes that you created via the object actions menu.
• The Inbox view lists all tasks of processes the currently logged-in user is assigned to, such as reminder tasks for follow-up processes that have reached their follow-up date.
  
• The My processes view lists all processes except follow-ups started by the logged-in user.

>> YuvBpmModule

In each if those the My follow-ups and My processes views, the process /task list can be sorted by individual columns as already described for hit lists. Furthermore, it is possible to filter by specifying a term that should be matched by the subject of each displayed process/task.

Follow-up Processes

Those processes can be created for both folder and document objects. They act as processing reminders, for example. You can only create one follow-up for each object via the object actions menu. Once you have created a follow-up, it will be displayed in the My follow-ups view provided via the main menu until the due date of the follow-up is reached. Here you can edit or delete all active follow-ups (i.e., follow-ups for which time has not yet expired).

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