Column Profiles

You can save a specific column layout as a column profile in order to load it later. This allows you to configure multiple column layouts for different purposes and quickly switch between them.

Saving a column profile will save the columns displayed, the order they are displayed in, and the column widths.

Saving Column Profiles

You can save a specific column layout as a column profile to load it later. This allows you to configure multiple column layouts for different purposes and quickly switch between them.  For instance, you might want to view a document's last modified date when browsing for updated files, but you might need to quickly see template information when looking for documents pertaining to particular clients. You could create saved column profiles for both of these purposes, and load the appropriate one when you need it. Saving a column profile will save the columns displayed, the order they are displayed in, and the column widths.

Column profiles are stored on a per-user basis. This means that, when you save a column profile, you will be able to load that profile from any computer you use to access Laserfiche. Other users will not be able to load your column profile.

Tip: Administrators can create column profiles for the entire repository using trustee attributes, or can copy a saved column profile from one user to another. See Trustee Attributes in the Laserfiche Administration Guide for more information.

To save a column profile in the Windows client

  1. Configure the columns as you want to save them. Instructions for configuring columns can be found in the Assigning Columns and Resizing and Rearranging Columns topics.
  2. Open the View menu and point to Columns, or right-click the column header and point to Load/Save Columns.
  3. Click Save Columns.
  4. Perform one of the following:
    • To save a new column profile, select Save as New Column Profile and type the name of the new column display profile.
    • To overwrite an existing column profile, select Replace an Existing Column Profile and then select the profile to be replaced.
  5. Click OK.

To save a column profile in the web client

  1. Right-click a column header and select Column Picker. This will open the Configure Column Display dialog box.
  2. Configure the column display that you want to save, and click Save Profile in the lower left corner. This will open the Save Column Profile dialog box.
  3. Select Save as a new search to create a new search, and specify a name, or select Replace an existing search to overwrite a saved search.
  4. Select either Apply to myself to save the column profile only for yourself, or Apply to the following group to share the column profile with a particular group. You can select the Everyone group to share the column profile with all users.

    Note: You must have the Manage Repository Configuration privilege to share column profiles with a group.

  5. Select Save to save the search.

Loading Column Profiles

Once a column profile has been saved, you can load it to quickly change the column display in the folder browser.

To load a column profile in the Windows client

  1. Open the View menu and point to Columns, or right-click the column header and point to Load/Save Columns.
  2. Click Load Columns. (This step is not necessary if you have right-clicked the column header.)
  3. Select the column profile you want to load.

To load a column profile in the web client

  1. Right-click a column header and select Saved Columns.
  2. Select the column profile that you want to load.

Deleting Column Profiles

You can permanently delete a saved column profile.

Note:Column profiles that have been shared with all users in the repository using trustee attributes cannot be deleted by individual users.

Note: If a column profile is applied and then deleted, the column display will remain the same on folders to which it was applied until they are manually modified, or until another column profile is loaded.

To delete a column profile in the Windows client

  1. Open the View menu.
  2. Point to Columns and select Load Columns.
  3. Select the column you want to delete and click Delete.
  4. Confirm that you want to delete this column by clicking Yes.

To delete a column profile in the web client

  1. Right-click a column header and point to Saved Columns.
  2. Select Manage Saved Columns.
  3. Select the Delete icon () to delete the column profile.

    Note: You can delete any personal column profile, but you can only delete column profiles shared with groups if you have the Manage Repository Configuration privilege.

Related Topics