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Managing and using an Index

You can delete content from the index and move or copy items to a folder in the current place or room, to the Index, or to another room, if you have author or editor privileges in that room. If you have manager privileges in the current place or room, you can also move and copy content to the table of contents in the current place or room or to the table of contents of any other room where you have manager privileges.
Activity Description
Using an index

The index is a special folder that contains a listing of all the content in the current place or room. To display the contents of an item in the list, click the item's title.

Selecting information to display in an index

You can choose the type of information you want displayed in the list of items in the index by placing a check mark next to the names of one or more column types. The number of column types you can choose from depends on whether or not the current place or room includes custom forms.

  1. In the Index, click Folder Options.
  2. Change the title if needed and optionally provide a description.
  3. Decide whether the first 30 words of a page should display when the page is moused over.
  4. Decide on which form type authors can use in the folder. Selecting (No favored form) ensures that all listed forms will be available to Authors in the folder.

    If the current place/room does not contain any custom forms, a list of six column types is displayed. The column types are as follows:

    • Type displays each content type, such as task or HTML.
    • Titledisplays each item's title.
    • Created By displays the name of each item's creator.
    • Created on displays the creation date for each item.
    • Modified on displays the date when each item was last modified.
    • Updated By displays the name of the editor who last modified the content.
    • If the current place or room includes one or more custom forms, the names of all the fields in the custom forms appear below the email notification column type. For example, if you have a form called Order Form, and this form includes a field called Customer Name, the column type Customer Name appears as a choice in the list of column types following email notification.
Changing column order

The index displays a list of the current column titles in their current order. The column title at the top of the list appears at the top left corner of the index, the second column title on the list appears to the right of the first column title, and so on.

To move a column title up one position in the list of column titles, click the column title and then click the up arrow. To move a column title down one position in the list, click the column title and then click the down arrow.

Deleting, moving, or copying pages in an index
  1. In the index, select the check boxes next to the titles of the pages you want to delete, move, or copy.
  2. Click Delete, Move, or Copy.
  3. To delete, move, or copy all the pages in the folder, click Show Details > Select all.
Note: If you check one or more page titles, and then click first, previous, next, or last to move another set of page titles into view, all the selections you made in the previous list of titles are lost. If the folder is a Response List folder and you are a place manager, selecting a page responses are connected to selects all the responses as well. If the folder is a Response List folder and you are an author, selecting a page to which responses are connected selects only that page, and not the responses. .
Changing the order of pages in an index

If you are working with a large index, you can rearrange the list of items alphabetically or by date. The arrows next to the column titles let you rearrange the list, as the following illustration shows.

Note: The first time that you click on a column title, the column is sorted in ascending order. Clicking on the column title twice sorts the column in descending order, and clicking on the title a third time returns the column to its default sort order.

If a name has the form FirstName LastName, names sort on the first character in the first name. For example, the names April Zissman and April Applegate would appear next to each other in a list of pages sorted by author's name.

After you resort the item titles, an arrow appears to the right of the column title you most recently sorted. The column title with the arrow is the column that determines the current order of the titles.

Navigating content in an index

With a large index, or if your folder is a Standard List, Response List, or Ordered List folder and contains more than about 20 pages, you can navigate using the following options:

  • Jump lets you specify the title you are looking for and moves that title into view. Sort the content by the column that contains the text you are looking for, click jump, and then enter the text you are looking for. For example, if you sort the folder by title and then click jump and enter the text "design proposal," IBM® Lotus® Quickr shows you the title "Design Proposal" at the top of an alphabetical listing of titles.
  • First moves the first set of titles in the folder into view.
  • Previous shows the previous group of titles in the folder.
  • Next shows the next group of titles in the folder.
  • Last moves the last set of titles in the folder into view.
  • Showing items at the bottom of the list displays items in groups

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