Lotus Domino Designer 8 Help - Adding categories to views

APPLICATION DESIGN

Adding categories to views
A category is a grouping of related documents. A view that displays categories enables users to find those related documents. For example, in an employee view, you can create a category called Ohio and include in that category documents created by only those employees who work in Ohio. A categorized view is neat and easy to scan. Users can collapse the categories to display only the category names, and then expand categories individually, or expand the whole view.

To categorize a view

1. Create a column to display categories.

2. Select the option "Type: Categorized" on the Sorting tab of the Column Properties box. Choose a sort order of Ascending or descending. (Ascending order organizes the categories in alphabetical order and descending order in reverse alphabetical order.)

The resulting column, called a categorized column, groups documents with matching values and converts the common value to a category name. The column is usually one that appears on the left side of the view. This column must always appear to the left of any sorted columns.

Other options include:

(Recommended) At the Font tab of the Column Properties box, choose a different color for column text and use bold face to make categories stand out.
(Recommended) At the Column Info tab of the Column Properties box, select "Show twistie when row is expandable" to display a triangle that users click to see categorized documents.
(Optional) At the Options tab of the View Properties box, select "Collapse all when database is first opened" to show only the category names when users open the view.
(Optional) At the Style tab of the View Properties box, select "Don't show empty categories" so that categories without documents are not listed.

Adding titles to columns

Formulas that look for values in columns and views

Generating category names

Sorting documents in views

Setting styles for a standard view or folder

Creating columns in a view

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