New View Widget

Overview

The New View widget is a top menu type widget to create a new view with the current search filters. This widget allows you to generate a completely new view based on current search results or selected documents.

If the Create new index from search box is not checked, the widget will simply create a new view and a Content Search Connector with its default search set to the current search value.

If there is no search value, the pages will be identical, as they are pulling from the same source with the same query.

Using the New View Widget

  • New View Display Name: The name that appears on the window, tab, or in the UI

  • New View Short Name: Used for most operations with the view, as well as part of the url used to retrieve it.

  • Add Security Marks to New View: Requires the Records Management Module and Security Officer Role. Add Security Marks to documents in the newly created view.

  • Create new index from search: A new search collection will be created based on your selection. You will be given the option to choose either the current search or the selected documents. In either case, the documents will be copied to this new search collection and no default search will be applied to the new view.

Configuration

Widget Instance Example

  • Name: New View Widget

  • Widget Definition Id: NewViewWidget

  • Field: na

  • Label: Create New View

Preview