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Resources & Remarks
Modification History
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| Main menu |
| If you left-click the yuuvis® icon while pressing Ctrl, a new tab will open with another dashboard in your browser. If you left-click the yuuvis® icon in the hit list, folder, or object view, the dashboard will appear again. |
| Create object |
| Search (not displayed in the Dashboard view) |
| Settings menu |
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.
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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Processes are created based on at least one object, which is stored as an attachment in the process. Each process contains tasks that must be completed by users.
There are three specific views that allow users to handle processes:
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In the default configuration, users can start a follow-up process for an object via Manage follow-us provided by the object actions menu. If an administrator configures further types of business processes in addition to follow-up processes, they can be started for individual objects via the respective object action under MORE ACTIONS in the object actions menu.
Each process contains tasks that must be completed by users.
There are three specific views that allow users to handle processes:
- 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 follow-ups view lists all active follow-up processes that you created via the object actions menu.
- The My processes view lists all processes except follow-ups started by the logged-in user.
>> YuvBpmModule
In the My follow-ups and My processes individual 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).
When the due date of a follow-up is reached, the object to be followed up is also displayed in the Inbox provided via the main menu. By confirming the follow-up, you can remove expired follow-ups from both the Inbox and the My follow-ups view.
Other Processes
If an administrator configures further types of business processes in addition to follow-up processes, they can be started for individual objects via the respective object action under MORE ACTIONS in the object actions menu. All active processes started by yourself are listed in My processes.
Inbox
The Inbox shows an overview of all the tasks a user is assigned to.The view of the Inbox can be toggled between a list view and a table view using the corresponding buttons at the bottom right.
In the Table view, the following columns are displayed: Type, Task, Subject, Received on and Due on. In the Type column, the 
icon represents tasks of custom processes and the 
icon represents follow-ups. The sort order can be changed by clicking on the header of the corresponding column. The position of columns can be rearranged within the table by drag and drop of individual columns. A red entry in the Due on column indicates that this task is overdue.
In the List view, Type (icon only), Subject and Task are displayed on the left-hand side, and the due date on the right-hand side. Sorting the inbox items or repositioning the information is not possible.
Tasks can be opened for editing by clicking on the respective task in the Inbox view. On the right-hand side, the task details will open, in which you can edit the task. After editing, the task can be further processed using the buttons at the bottom of the task details.
To process tasks, different buttons are available depending on the nature of the task. Standard follow-ups with the entry “Review” in the Task column only offer the option Confirm. For custom processes, Delegate, Forward, and other custom buttons are available as well as individual entries in the Task column, depending on the process model.
In the Inbox, attachments can be added to the task or deleted from it while the process is running. Attachments are displayed in the Attachments task aspect in the task details for every task. The document highlighted in the accent color is the focused attachment for which object details are displayed. Note that the first attachment cannot be deletedThe number of displayed processes/tasks is limited to 100 in the individual views in the default configuration. The configuration can be customized by specifying other values in the main.json configuration file.
>> Customizing the Main Configuration
Inbox View
The Inbox shows an overview of all the tasks a user is assigned to. The view of the Inbox can be toggled between a list view and a table view using the corresponding buttons at the bottom right.
In the Table view, the following columns are displayed: Type, Task, Subject, Received on and Due on. In the Type column, the icon represents tasks of custom processes and the icon represents follow-ups. The sort order can be changed by clicking on the header of the corresponding column. The position of columns can be rearranged within the table by drag and drop of individual columns. A red entry in the Due on column indicates that this task is overdue.
In the List view, Type (icon only), Subject and Task are displayed on the left-hand side, and the due date on the right-hand side. Sorting the inbox items or repositioning the information is not possible.
Tasks can be opened for editing by clicking on the respective task in the Inbox view. On the right-hand side, the task details will open, in which you can edit the task. After editing, the task can be further processed using the buttons at the bottom of the task details.
To process tasks, different buttons are available depending on the nature of the task. Standard follow-ups with the entry “Review” in the Task column only offer the option Confirm. For custom processes, Delegate, Forward, and other custom buttons are available as well as individual entries in the Task column, depending on the process model.
In the Inbox, attachments can be added to the task or deleted from it while the process is running. Attachments are displayed in the Attachments task aspect in the task details for every task. The document highlighted in the accent color is the focused attachment for which object details are displayed. Note that the first attachment cannot be deleted.
My follow-ups View
Follow-up 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).
When the due date of a follow-up is reached, the object to be followed up is also displayed in the Inbox provided via the main menu. By confirming the follow-up, you can remove expired follow-ups from both the Inbox and the My follow-ups view.
My processes View
If you started a process, it appears in the My processes view. In addition to the filter option by a query term, the predefined filters All, Running and Completed are available.
By selecting a process in the task list, the users can open the process details view with the Summary, Progress, Comments and Attachments aspect areas.
Retention Management View
The Retention management view is accessible via the Main menu as of product version 2022 Winter LTS. A hit list view displays all objects with a system:rmExpirationDate property. The first column of the hit list contains a colored label that indicates if the expiration date is already exceeded or not. A time is specified that tells the users how long the expiration date is already exceeded or how long it still lasts. If the time is longer than 12 months, it is indicated in years (e.g., 1.5 year(s) means one year and six months).
The predefined filters All, Next month and To be removed are available.
By clicking an object in the hit list, you open the object aspects for this object.
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