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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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- 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.
Creating Documents
The following options are available for you to create documents:
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A drop-down menu to the left of the search input field to limit your search to selected object types. | |
Search term | Full-text search for terms that you think might occur in the objects you are looking for. Searches the contents of document files as well as the string fields within metadata of objects. Note that number and date fields are not taken into account in the full-text search. |
Define search conditions. Search for specific properties of objects, such as
Select the property and specify the value by which you want to filter. For properties with resolved user IDs as values, a preview of available users is displayed after typing the first letters. To display all users, type **. The Filter panel in the Hit list view uses predefined filters. In addition, filter criteria can also be changed in the search field in the yuuvis® Momentum bar. These settings are not saved and are only available for the current session. | |
Run the search request. |
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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). | |
Hit list configuration menu. You can add or remove columns via the Hit list configuration menu in the header of the hit list. | |
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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