Configure Default Views for the Publication Space

Publication Space Default View

The Publication Displays information to you as a grid with different columns displaying different information.

These can be customised at a user level by clicking on the Columns icon within the Publication Space. Refer here for how to do this.

If you would like to configure the Default view for a new project follow the below steps.

1. Go to the Views tab on the Publication Space Settings page.

2. Then tick the columns you want to have turned on by default for new users.

3. And click Save.

Pin Default Criteria

You can Pin Criteria to always appear when users are searching for documents. This would make it easier for all users in this project to search with recommended criteria by pinning it. Rather than clicking 'More Criteria' and adding it every time, it would be appearing on the main search page. 

This works in both Modern Forms and Publication space. 

In modern forms, just go to Configure → Form Types → Select a form (e.g. Defect) → General/Basic tab → Configure Default Pinned Criteria. The criteria you will pin here will appear on main search page when that form type (e.g. in this case Defect form) is selected in search. 

To Pin Criteria go to Publication Space Settings → Views → Configure Default Pinned Criteria

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Choose the User Field Values you would like to Pin as Default Criteria

You have now pinned this criteria for all users of this project. The user will now see it in their Default Search Criteria :