Automate

Is there a way to hide RDL's and Transactions in the documents section of Evolve. I don't understand why we need to see RDL's or transactions in the documents section. I only want forms in that section. Is there a way to show only forms?

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James Polley
Raytheon Company - HQTRS
Billerica MA
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Hi James

Right now, there isn't a way that I know of.

In an upcoming version, v23, we are planning for document views.  It would allow you to pick one or a set of solutions and view the documents in a group.  That can include, or exclude RDL's, amongst other things like script runs, excel workflows and form workflows.

Best Regards,
Sigrid

Is there a way to hide RDL's and Transactions in the documents section of Evolve. I don't understand why we need to see RDL's or transactions in the documents section. I only want forms in that section. Is there a way to show only forms?

Thank you. That will be a great enhancement.

Hi James

Right now, there isn't a way that I know of.

In an upcoming version, v23, we are planning for document views.  It would allow you to pick one or a set of solutions and view the documents in a group.  That can include, or exclude RDL's, amongst other things like script runs, excel workflows and form workflows.

Best Regards,
Sigrid

Is there a way to hide RDL's and Transactions in the documents section of Evolve. I don't understand why we need to see RDL's or transactions in the documents section. I only want forms in that section. Is there a way to show only forms?

hi James,

Actually there is a way. First, it depends on user's authorizations - I don't think all users will need to have access to RDLs, so they generally won't see them in documents.
Also in Evolve 20.3 there is a very nice feature called Document Explorer, that allows to create customizable views of several solutions in one table (e.g. in our case we have Customer Create and Customer Update - both solutions in one table), that is very convenient. It also allows users to view documents of others without giving Auditor access.
https://docs.precisely.com/docs/sftw/automate-evolve/20.3/en-us/webhelp/UserGuide/Content/Online_Help/document-explorer_2.html

Thank you. That will be a great enhancement.

Hi James

Right now, there isn't a way that I know of.

In an upcoming version, v23, we are planning for document views.  It would allow you to pick one or a set of solutions and view the documents in a group.  That can include, or exclude RDL's, amongst other things like script runs, excel workflows and form workflows.

Best Regards,
Sigrid

Is there a way to hide RDL's and Transactions in the documents section of Evolve. I don't understand why we need to see RDL's or transactions in the documents section. I only want forms in that section. Is there a way to show only forms?