Customizing list columns in the document journal
To personalize your document journal, you can add a number of dynamic columns to the document list in Continia Document Capture. These columns allow you to choose between three overall types of data (text, dates, and numbers), and it's possible to both sort and filter this data using standard sorting and filtering functionality – providing you with a more targeted alternative to the document search.
Up to six columns can be added to the list:
- Two columns with date fields
- Two columns with text fields
- Two columns with number fields
The data for each column is selected from a dropdown menu, which contains header template fields that match the data type of the column you want to add. For example, to add a date column to the document journal, the header template fields available in the dropdown menu are all date fields. This ensures that the columns can be filtered and sorted.
To add customizable columns to the document list
- Search (
) for and select Document Categories. - Click the code of the relevant document category – for example, PURCHASE – to open the document journal.
- In the action bar, click Actions > Document > Set up Custom Columns to open the Custom Field Card.
- On the Customizable Columns FastTab, select the field type that you want to apply to the new column, and then select a header field from the dropdown menu.
- Close the Custom Field Card to return to the document journal.
- A dialog is displayed, notifying you that you must close and reopen any open pages for changes to be applied. Click OK to close the dialog.
- Close and reopen the document journal to check that the column has been added.
For each document in the list, the newly added column displays any data that has been captured in the document (or manually entered) for the header field you selected in step 4 above.