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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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• Language
  You can use the English and German buttons to control the language display of the general user interface elements and the object types, menus, fields, and catalogs specifically configured for your company.
• Permissions
  The Roles dropdown menudisplays the roles that are assigned to the currently logged in user.
• Layout
  Customize the design of the client layout to your personal preference.

  • Theme, Accent color and Dashboard background image
    Choose between a light and a /dark/high contrast design, set an accent color, and upload a background image. This setting is stored on your device, meaning you can work on different devices with different layouts.

  • Dashboard type (as of 2022 Winter)
    Choose between the default dashboard layout and a customizable dashboard layout.

  • Export, Import and Reset
    You can also export the layout settings for use in other clients by clicking the Export button. Similarly, you can transfer the layout settings from other clients to yours by clicking the Import button. Click the Reset button to delete all of your individual layout settings.

• Configuration
  Edit Hit lists, Search filters and Cache.

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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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In-tray – Assigning Final Object Types

Variable The functionality is based on floating secondary object types are the starting point for this. You can assign those object types to incomplete objects to this object type after the creation process.

In the first step of the creation process, only a small amount of general type metadata is entered and the object is created. You can assign the final object type at a later point, depending on the configuration of the variable secondary object type.

All incomplete objects are listed in the Main menu in the in-tray.  If you select want an object to be displayed in the list of incomplete objects in the in-tray, the object aspects will be displayed. You can see assign the appclient:dlm:prepare tag with value 0. Replace the value with 1 as soon as you are finished with the desired manual adjustments for the object. As the tag is specified in some object type definitions in the client's schema, it can be set via metadata form.

If you select an object in the list of incomplete objects in the in-tray, its object aspects will be displayed. You can see which additional options are available for the selected object by the buttons displayed in the Metadata aspect area:

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If the Assign object type button is displayed in the Metadata aspect area, then you can assign an object type to the object. You can only assign an object type to an object once and this cannot be changed. After you have assigned an object type to an incomplete object, the Assign object type button will no longer be displayed and the object will be removed from the list of incomplete objects.

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The search combines all search terms and all limitations on object properties and object types with AND by default. Object types are combined in the search with OR. In the search dialog, you can change the logical operator of multiple search terms or criteria to OR and/or create nested searches.

>> QuickSearchComponent
>> Search via Web-API Gateway

Hit List View

The results of a search are displayed in a hit list of all objects that were found. The hit list view is divided into the areas described below. You can sort, filter, and configure the hit list. Search results are sorted lexicographically. This means that sorting is case-sensitive and special characters are accounted for. Depending on the configuration, the hit list will contain several columns with basic metadata, type metadata, tags, such as type, title, description, editor, etc. The view of a hit list always corresponds to the hit list configuration of the selected object type.

>> SearchResultPanelComponent

Header Area

Image Removed

Image Added	Hit list configuration menu. You can add or remove columns via the Hit list configuration menu in the header of the hit list.
Image Removed	Refresh the hit list.
Export the hit list with the displayed columns as CSV file. Datetime values will be formatted in ISO standard whereas decimals will be formatted corresponding to the localization of the logged-in user. Note: If you want to display the exported file in MS Excel, please use CSV import with UTF-8 encoding (or the configured encoding).
Image Added	Hit list configuration menu. You can add or remove columns via the Hit list configuration menu in the header of the hit list.
Image Added	Refresh the hit list.
	Object actions menu. If multiple objects are selected, the action will be applied to all of them.

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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 processesfollow-ups view lists all processes except active follow-ups started by the logged-in user.

>> YuvBpmModule

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• up processes that you created via the object actions menu.
• The My processes view lists all processes started by the logged-in user.

>> YuvBpmModule

In the 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 Image Removed icon represents tasks of custom processes and the Image Removed 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 Image Added icon represents tasks of custom processes and the Image Added 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 functional icons in the header area are already described for the hit list view.

The first column of the hit list contains a colored label that indicates whether the expiration date is already exceeded or not. A time is specified that tells users by how long the expiration date is already exceeded or how long it is until the expiration date is reached. 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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