Posts tagged "customization"

Create Correspondence UI view preferences

 

Correspondence Management create correspondence UI is split in to two columns.

LHS shows the contents that are used in the letter and RHS shows the PDF preview.

CCR view has a drop down that changes the view on left hand side to data entry view or content view based on value selected in the drop down

Create Correspondence UI

Create Correspondence UI

 

 

 

 

 

There is some logic that determines the default view on left hand side (Flex UI) and shows content view or data view depending specific to letter

If a letter contains only layout fields that are user fillable – default view is data entry view

If a letter contains any content (like text , condition , image and/or list ) – default view is content view

There are some customer use cases where they always want the default view to be data even if the letter has content data modules.

To enforce Create Correspondence UI to always show data entry view (by default) follow the steps mentioned below :

 

  • Log on to CRX DE Lite http://hostname:port/lc/crx/de/index.jsp as admin
  • Navigate to /content/cm/tbxeditor-config.xml
  • set ccr default view as DATA (default would be AUTO , change it to DATA)

<!– In Create Coorspondence UI, LHS should default to what view: DATA|CONTENT|AUTO–>

<CCRDefaultView>DATA</CCRDefaultView>

  • Click Save All
  • Repeat the above steps on all instances (author & publish)
tbxeditor-config

tbxeditor-config

 

 

 

 

 

 

 

Now for any letter preview the default view would be data entry view (data is selected in the drop down by default) but users can switch to content view by changing the value of drop down to content

some customers had a requirement to completely hide the content tab , I will blog a separate post to select the default view to data and completely hide the data/content drop down

stay tuned…