Profile General tab
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General section
Section titled “General section”| Field | Description |
|---|---|
| Name | The name of the profile. Two profiles cannot share the same name. |
| Active | Sets whether the profile is enabled. |
Misc section
Section titled “Misc section”| Field | Description |
|---|---|
| Web skin | Sets the default skin (CSS styles applied). Info message |
| Keywords enabled | Enables or disables keyword shortcuts. |
| Increase version | When enabled, users can choose whether to upload a document as a minor or major version. |
| Add document title | When enabled, documents have an extra field named title. A title is shown: - A column in a file explorer view. - Search view - When uploading a new document. - On the document properties tab. |
| Show event notifications | When enabled, messages sent by the application are shown to the user in a pop-up. Common notifications: - New documents uploaded. - New task assigned. - New mails received. |
| Sent Mail Storage | Sets the default mail storage location. Available options: - Mail folder (“/okm:root/${user}/sent”) - Current folder (user-selected frontend UI folder). |
| Quick search visible | Show or hide the top-right quick search in the UI. |
| Extensions | Sets the enabled extensions for the profile. |
| Reports | Sets the enabled reports for the profile. |
| Workflows | Sets the available workflows for the profile. |
| Property Groups | Sets the available property groups for the profile. |
Pagination section
Section titled “Pagination section”Pagination control
| Field | Description |
|---|---|
| Page list | Sets the distinct values that will be shown for the number of elements per page. For example, the value “10;25;50;100” sets the number of elements per page to 10, 25, 50, or 100. From the user’s view, they can choose one of these options. When pagination is enabled, at least one value must be set. To separate the distinct values, use the character “;”. |
| Type filter | When enabled, a type filter is shown, which helps the user display only documents, folders, records, or mails. * |
| Show folders by default | Shows or hides folders by default. * |
| Show documents by default | Shows or hides documents by default. * |
| Show mails by default | Shows or hides mails by default. * |
| Show records by default | Shows or hides records by default. * |
- * When the type filter is enabled, options such as ‘Show folders by default’ must be active; otherwise they are not taken into consideration and all types are shown.
Section General
Section titled “Section General”Shortcuts are keyword combinations for a faster way of accomplishing a task.
| Field | Description |
|---|---|
| Rename | Executes the rename action on the selected node. F2 |
| Copy | Executes the copy action on the selected node. CTRL+SHIFT+C |
| Cut | Executes the cut action on the selected node. CTRL+SHIFT+X |
| Paste | Executes the paste action on the selected node. CTRL+SHIFT+V |
| Download | Executes the download action on the selected node. CTRL+D |
| Testing | Shows a pop-up to do some user interface testing. CTRL+G |
| Log | Shows the user interface log. CTRL+Z |
| Create Folder | Executes the create folder action on the selected node. CTRL+N |
| Refresh | Executes the refresh action. F5 |
| Add Document | Executes the add document action. INSERT |
| Bookmarks | Executes a bookmark action on the selected node. ALT+B |
| Help | Shows a help popup. F1 |
| Logout | Logs the user out of the application. CTRL+ALT+Q |
| Delete | Executes a delete action on the selected node. ALT+DELETE |