How to set Views

Working with SharePoint, OnePlace Solutions can support various views to be presented in the Insert From, Open With, and Save to SharePoint dialogs. These views will also be presented in OnePlaceDocs, and when viewing content directly in Outlook.

Minimal View

When viewing the contents of a SharePoint list or library from within Outlook (by clicking on a OnePlaceMail folder) you may configure SharePoint to use the standard layout(masterpage) as viewed in a web browser, or you can choose to see a minimal layout (OnePlaceMail masterpage) that omits some of the standard SharePoint navigation and provides a custom layout when viewing SharePoint content from within Outlook.

 

Example of the minimal layout:

 

To enable the minimal layout follow this procedure:

1. Navigate to the Document Library you would like to create the Minimal View
2. Go to ‘Settings – Document Library Settings’
3. Scroll to the bottom of the page where all Library Views are listed – under the section called ‘Views’
4. The OnePlaceMail email Library template provided has a view called  ‘AllMinimal(Inactive)’. Click on it and rename the view to be ‘AllMinimal’.  Click OK.

 


5. You can now add the Library to your Outlook My OnePlaceMail area via the ‘Mange My OnePlaceMail Folders’ and the All Minimal view will display when clicking on the Folder in Outlook.

 

tip


Note: To create/activate the OnePlaceMail Minimal View to a library that is not based on the OnePlaceMail email library template, use the SharePoint designer to either copy the ‘AllMinimal’ view from a library that has been created based on the OnePlaceMail email library template to your library. Or update the masterpage reference of an existing view to reference the OnePlaceMail masterpage.

 

Content View

It is possible to customize the default view OnePlaceMail uses for location content in the Open, Insert and Save to SharePoint dialogs.


The view OnePlaceMail uses by default when accessing a locations content can be modified to a specific view which can be tailored to your exact business requirements.

 

The steps to set this up are as follows:

Create a view called 'Content View' in Library/List

 

note

 When creating a view named 'content view' - this will be used as the default view to display the location content in a library or list.

 If no content view is created, the default view as set in SharePoint will be presented to the user.


The example below shows the use of a view called "Content View" and how OnePlaceMail will use it by default when accessing that location:

 

 

OnePlace Solutions will use the view by default.

Navigation Content View - Filter the folder structure

How to filter the folder structure of a library/list in the navigation tree of OnePlaceMail

 

It is possible to customize the way OnePlace Solutions presents the  folder structure for a library/list using a SharePoint view to drive the list of folders that appear.


There maybe times when you wish to filter the list of folders or document sets in a library so that only a subset appear in the navigation tree of OnePlaceMail. This provides a customized experience to the end-user, an example is to present a list of document sets/folders based on a piece of metadata such as status (e.g. Open or Closed).

note

 To filter the folder structure based on a view, a configuration update is required. Please see example xml below.

 

Example xml:

<?xml version="1.0" encoding="UTF-8"?>
<configuration>
    <contentViews>
        <contentView type="navigationtreefolders" action="delete"/>
        <contentView type="navigationtreefolders" name="Content View" action="insert"/>
    </contentViews>
</configuration>

 

 

Folders/Document Sets in Navigation Tree
The folders that appear in the navigation tree for a location can be modified using the technique below:

 

  1. In SharePoint create a view specifically to be used in the navigation tree only.

  2. Set the view to display a subset of document sets/folders, based on a filter.

  3. Add the configuration update as per the example above. Please find general instructions for the configuration update process here:

 

In the example below a view called "Content View" has been created to display only cases with a status of "Open":

 

This will be displayed in OnePlace Solutions as: