Hyland for Workday allows you to select the columns for the Document Grid, how these columns are displayed, and the metadata for uploaded documents. You can configure these through the Configure Dynamic Columns tab in Hyland for Workday. The metadata for documents that are captured using Hyland for Workday provide context to the documents and are used for filtering and displaying documents in the Document Grid.
To configure dynamic columns:
Note:
- Complete the instructions in this section only if you are using the CIC content repository. For OnBase, see Configuring Dynamic Columns for OnBase.
- Before you begin, ensure you are logged on to Hyland for Workday and selected a Business Object to configure. If you have not yet done so, please complete the instructions under Configuring a Business Object for CIC
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From the Configure Hyland for Workday page, navigate to
the Configure Dynamic Columns tab.
The Configure Dynamic Columns for Employee page is displayed. This page displays the Saved Columns table, the total number of preconfigured columns and their respective alias names.
Note: If the feature is already configured, select the Configure again? check box to reconfigure it. Selecting this check box will display another table named Select columns to be configured next to the Configured columns table.Tip: To view the Configured columns or the Select columns to be configured tables in full screen view, click the Toggle Fullscreen Viewing Mode icon next to each table:
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From the list of columns displayed under Select columns to be
configured, select one or more column names you want to include
in the Document Grid while viewing documents.
Note: Selecting the Version Control column as a dynamic column does not enable revision functionality. The applicable document revision controls must also be configured to be displayed, and the connected content repository must support revisions. If the revision controls are hidden, users cannot capture or view document revisions from Hyland for Workday. For more information, see Configuring Document Revision Controls.Next to each column name you selected, a text box is displayed under the column Alias Name.