Thu, 10/27/2011 - 08:14 — admin

Selecting a SharePoint or harmon.ie view

What are the available views?

Every SharePoint document library has one or more views to control how items are displayed in the Web browser. harmon.ie for SharePoint lets you select any document library view. These aspects of the SharePoint views are taken:

  • Columns. The view can define a set of visible columns for a document library.
  • Sort. Items can be sorted by one or two columns.
  • Filter. Documents and folders can be filtered by criteria. For example, the view can define only items of a specific content type to be shown.
  • Group By. Items can be grouped by a category, up to two levels. See Working with groups for more information.
  • Folders (applies to SharePoint 2010 document libraries only). Specify whether to navigate through folders to view items, or to view all items at once.

    • In addition to the SharePoint views, harmon.ie adds a new view - My Checked Out Documents.

    Note: Per-Location View Settings are not supported in the sidebar.

    How do I select a view?

    To select another view for the current library, click the Select View icon () in the toolbar and select a view from the list.

    Select a view from the View menu.

    What changes when a view is selected?

    If no view is selected, the Select View icon is blue.

    When a view is selected:

    • The Select View icon is yellow ().
    • The breadcrumbs in the status panel indicates the selected view.
    • In the View menu, the current view is indicated with a blue dot.

      • The breadcrumbs in the status panel show the selected view name.
    • When you navigate to another document library:
      • If you have already visited that library, the last used view is selected.
      • Otherwise, the selected view is reset. By default, No view is selected; you will see all files, and the columns you configured to view. You can configure to view the default SharePoint view instead.
    • When uploading files to harmon.ie, they are temporarily added to the current view, and an asterisk (*) is added to the view name.

    Working with groups

    Displaying a view containing Group By settings.

    • When Group By is defined for a view, the harmon.ie tree view groups the SharePoint items by category. 2 Levels of grouping are supported. The Collapsed / Expanded initial state is taken from the SharePoint settings. Paging is not supported.
    • Right-click a group and select Expand All / Collapse All to expand or collapse all groups at once.
    • Use the arrow icons to expand () or collapse () a group.
    • The order of the groups is retrieved from SharePoint. You can only sort the items within a group.
    • It is recommended to use a Group-By view when working with large libraries, as data is retrieved from SharePoint only when a group is expanded.
    • To change Group By settings:
      1. Click the arrow in the lower right corner of the harmon.ie ribbon group, or select Options from the harmon.ie sidebar menu, and select the SharePoint tab.
      2. Click the Group By button:
        • Check Exclude folders from an empty group if you want to view folders that do not belong to any group in the beginning of the documents list. Uncheck if you want to view them in the empty group (for example in Territory:<none>).
        • Check Show Group By field name if you want to show the field name by which the content was grouped. Uncheck if you don't.

    How do I close the current view?

    To close the selected view, and see all items in the library with the columns defined in the Visible Columns dialog, click the Select View icon again and select No View.

    Configuring Views setting

    To view the library default SharePoint view when you navigate to a new library:

    1. Click the arrow in the lower right corner of the harmon.ie ribbon group, or select Options from the harmon.ie sidebar menu, and select the SharePoint tab.
    2. Select Columns > Use the default SharePoint view.