Creating Saved Annotation List Views

Customize annotation list views to meet your specific viewing and reporting needs. Creating multiple Saved List Views makes it easy to switch displays instantly for diverse viewing and report assembly requirements.

• About Views
  • Overview: Customizing List Views
  • What is the Annotation List View?
  • How do I Access the Annotation List View?
  • Benefits of customizing Annotation List Views
  • Benefits of creating multiple Saved List Views
• Working with Views
  • The Home View (Default List View)
  • Create a New View

  • Additional View Formatting – Sort Order, Groupings and Filters

  • Change your Default Home View
• ▶️ Video Tutorial Link: Creating Saved List Views
  
  

---

Overview: Customizing List Views

Creating multiple List Views in Primafact makes it easy to switch list displays at the touch of a button for more relevant case viewing and report assembly. Customizing views makes it quick and easy to suit your precise needs when viewing Case materials in Primafact.

This section shows how to work with Annotation List Views, but these instructions also apply to setting views for other lists including your Inbox and the Document List View.

What is the Annotation List View?

The Annotation List is an aggregation of all annotations on your Case, with selected annotation and document-level content displayed in a table format.  These annotations can be filtered to focus on specific annotation attributes, such as issue and date range. 

Views can include specific fields and formatting, as well as pre-set filters for quick and consistent list presentation. Field selection, formatting and positioning adjust what information is available to be viewed, filtered and exported from this View.

Accessing the Annotation List View

You can access the Annotation List view by clicking the Annotations button on your Blue Case navigation ribbon, at the bottom of the Binder View.  Opening this screen will display the Home View. 

Benefits of customizing Annotation List Views

Customizing Annotation List Views can help to make reviews more efficient, by aligning your view to your review requirements.  Precisely selecting the data fields, sort order, formatting and filters to meet review, task and export requirements.

---

Benefits of creating multiple Saved List Views

Saved views allow you to create additional Annotation List Views beyond the Home View. This provides more viewing flexibility, with the ability to instantly adjust views on-demand.  This makes it easier to accommodate different task requirements and user preferences.

Views can be set for individual users, for entire teams, for all cases, or for individual Cases.

---

The Home View (Default List View)

The Home View is the default view that you view when you first open a List view. You can change your home view if you prefer to see a different default display. Clicking the Home button will reset your displayed annotation list to your default Home View settings.

Create a New View

You can create custom views to display your lists with your preferred fields, formatting, filters and sort tools.

1. To avoid overwriting an existing view, start by saving your new view. Click the View Dropdown on your list toolbar:
   
2. Click Save View
   
3. Name your view and add a description for future guidance.  Note: You can complete this step once you have finished creating your View, but doing this step first helps to preserve existing Views without unintentionally changing existing settings.
   
   
4. Click Save New View to preserve your new view.

---

Formatting your View:

1. To format your current view, click the View dropdown on your List toolbar and select Format View.
   
2.  The Format Row Appearance dialog will open. 
   
3. This is where you can specify which fields appear on your list, the order of your list columns, and row formatting (size, color etc.).
4. Selecting Columns appearing on your list: To select which columns appear on your List click the Select Profile Fields button on the Format Row Appearance dialog.
   

5. The Select List Columns dialog will open.

6. Click items from the columns and use the blue arrows to add or remove fields from your List.
   
   
   Note: You can include fields from other areas of Primafact (such as System fields including Team Flags and document Reviewer Information, or other Profile Categories by using the Profile Group Dropdown to change your Profile Field selection options.
7. Once you have selected your fields, click OK to preserve your selections.
8. Next, on the Format Row Appearance dialog, use the blue up and down arrows to position your fields in the desired position on your list – items from top to bottom are displayed from left to right on your list.
   
9. To Change Column Formatting, such as changing text color or size, click on the field name and make your column formatting selections on the right hand side. In this example, I am making the author column text bold and pink for quick visual identification:
   
10. Save your view.
    
11. Finally, If you are:
    1. saving updates to an existing list, select the Overwrite Current View option
    2. saving a New view, name and save as a New View, complete the Visibility and Apply to fields
       
    

---

Additional View Formatting – Sort Order, Groupings and Filters

The following steps assume you are modifying an existing view* :

To specify your list sort order (essential for chronologies), as well as applying groupings and additional filters, you will need to use the Modify Annotations View dialog.

1. Click the View dropdown and select Modify View.
   
2. The Modify Annotations View dialog will open.
   
3. Adjust your settings as desired. Click the Descending checkbox to sort in descending order (e.g. Z-A, or most recent items on top).
4. Click OK to apply and Save your settings to your Saved View.

---

Change your Default Home View

You can select any of your Saved Views to appear as your Home View on your List Screen, to make it convenient to access your most frequently-used view settings. 

1. Click the View Dropdown on your list toolbar:
   
2. Select Manage Views.
   
3. The Manage Views dialog will open.
   
4. Click the Make Home View button.

5. Click Yes to proceed and set your new Home View.

---

Video Tutorial: Creating Saved List Views

Watch our video tutorial on creating Saved List Views.