Document Catalogue
One of the main landing pages within Blueprint is the Document Catalogue. Within this page users can search, browse and access Document content.
Documents are displayed within a table format and by default are ordered by created date descending. There are several pieces of functionality available from this page as detailed below.
Document Summary
On the left hand side of the table view, each document will show summary information:
Document Title
Document ID
Document Version Status (Draft, Published etc)
Document Type
Selecting the Document Title will open the Document Full View page for the specified document. Clicking anywhere else of the Document row will open the Document Quick View modal.
Configured Column Headers
Whilst the Summary Column is fixed, all other columns within the table are configurable. Multiple fields can be enabled to show within this table view and can be configured via Contexts.
The Columns are resizeable and can also be sorted ascending/descending by clicking on the column name. Hovering over a sorted column name will show the kebab menu where you can reset the sorting.
Catalogue Filters
You can refine the list of Documents shown within the catalogue by selecting a different catalogue view. Currently these options are set as below:
The Full Catalogue option will show the complete selection of Documents within Blueprint.
The Awaiting Review filter will reset the Catalogue View to show only Documents that are in a ‘Pending’ status for the users Practice Group. This option will only be available provided:
The Document Review Workflow feature is enabled via Feature Enablement
The user has the Relevant permissions granted within Application Roles
The user is listed as a Review for at least one Practice Group
The My Submissions option will show all Documents that you have nominated to Blueprint. This works in conjunction with Permission as the list will only show you Documents that you have permission to view.
The Recently Viewed option will show any Documents that you have accessed and/or edited over the last 30 days.
Catalogue Export
The Document Catalogue has export functionality found in the bottom left of the page. You can select individual documents on the catalogue or export the entire catalogue.
This feature exports the Document information and associated custom field data (if selected) and does not export the Document Content. Individual Documents including the content can be exported via the Document Full View page.
The following options are available within the Catalogue Export:
Export the selected Documents
Export all viewable records in the selected catalogue* - this respects any searching/filtering that you have carried out in the Document Catalogue
Only export visible custom fields - this relates to the column headers shown in the catalogue
All accessible custom fields - this will export all custom field values regardless of their visible, enabled or reviewer only status
Include common field data in the export - this includes common Blueprint data such as Nominator, Practice Group etc
*Large datasets can take longer to process.