Customizing the columns in the Review pane

Each reviewer can hide or show columns in the item list of the Review pane by right-clicking the column header and then clicking Select Columns. The reviewer can also change the column order by dragging and dropping the column headers. However, the changes that a reviewer makes in these ways are available to that reviewer only.

If you want to customize the column layout in the Review pane for all Compliance Accelerator users, you must set up an XML configuration file. Note that reviewers can still change their column layout on the Review pane by using the Select columns menu and drag and drop.

Table: How the column headers are identified in the XML file lists the columns that you can display and the name to use when you refer to the column in the XML file.

Table: How the column headers are identified in the XML file

Column header in Review pane	Name to use in XML file	Default visibility
Modified	NeedCommitting	True
Attachments	Attachments	True
Policy action	PolicyAction	False
Comment present	CommentPresent	True
Department	Department	False
From	From	True
All recipients	To	False
Subject / Filename	Subject	True
Date	Date	True
Action status	Status	True
Last reviewed by	ReviewerPrincipalName	False
Capture type	CaptureType	True
Message type	MessageType	True
Message direction	MessageDirection	False
Item ID	DiscoveredItemID	False
Comment	Comment	False
Last comment by	CommentPrincipalName	False
Appraisal status	AppraisalName	True
Last appraised by	AppraiserName	True
Escalation status	EscalationName	True
Escalation owner	EscalationOwner	True
Escalated by	EscalatedByName	True
Policy summary	PolicySummary	False
Archive	KVSVaultName	False
Original Location	ItemPath	False

To configure the default column layout in the Review pane

Click the Configuration tab in the Compliance Accelerator client, and then click the Settings tab.
Expand the Reviewing section to show the available options.
In the Review Grid File row, click Save as.
Select a location in which to store the review grid file.
Open the review grid file in a text editor such as Windows Notepad.
Edit the file as necessary, using the information at the start of the file to guide you.

Each column that you want to display must have the attribute visible='true'. This is either because you have specified the attribute in the configuration file or because the default setting for the column is true. The order of the configuration lines determines the left-to-right order of the columns in the Review pane.

The XML file must contain at least one configuration line between the <reviewgrid> and </reviewgrid> tags.
Save the file.
In the Review Grid File row on the System Configuration tab, click Browse.
Select the XML file that you want to import.
Click Open at the right of the row to save the changes that you have made.
Click Save at the bottom right of the window.
Start a new Compliance Accelerator session to see the column changes.