Extending the document type listing filter

To extend the possibilities of listing a certain document type, you can customize the filter that is used in the Listing mode . Editors use the document listing filter to perform multiple document (batch) operations in the Pages application and on Live site.

To extend the document type listing filter, create an alternative form in which you specify the fields that are then available in the filter.

Document listing filter extended by a Location field

Document listing filter extended by a Location field

Creating an alternative form to extend the document type listing filter

The following example shows how you can create an alternative form that extends an existing document listing type by a Location field.

  1. Open the Document types application.
  2. Edit () the document type for which you want to customize the filter.
  3. Switch to the Alternative forms tab. 
  4. Create new form.
  5. Fill in the details as follows:
    1. Display name - Filter
    2. Code name - Filter

      The alternative form needs to have Filter as its Code name to work as a filter in document listing.
  6. Save the alternative form.
    The alternative form inherits all the fields from the parent (original) form by default. 
  7. You can either:
    1. Add new fields that you want to display in the document listing filter.
      — or — 
    2. Deactivate the fields that you don't want to use in the document listing filter.

      To deactivate the fields:

      1. Switch to the Fields tab.
      2. For each field that you don't want to use in the document listing form filter, turn the Display field in the editing form field off and Save the changes.

        Disabling a field in an alternative form

Now, whenever a user lists the document type for which you created the Filter alternative form, the system displays the customized filter.

Document listing filter that doesn't show a file uploader due to an alternative form

Note that custom layout in the alternative forms used to extend the document type listing filter isn't applied.