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 Discovery 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

From

From

True

All recipients

To

False

Subject / Filename

Subject

True

Date

Date

True

Action status

Status

True

Last reviewed by

ReviewerPrincipalName

False

Message type

MessageType

True

Message direction

MessageDirection

False

Item ID

DiscoveredItemID

False

Comment

Comment

False

Last comment by

CommentPrincipalName

False

Mark

Mark

False

Tag summary

TagSummary

False

Archive

KVSVaultName

False

Original Location

ItemPath

False

To configure the default column layout in the Review pane

  1. Click the Configuration tab in the Discovery Accelerator client, and then click the Settings tab.

  2. Expand the Reviewing section to show the available options.

  3. In the Review Grid File row, click Save as.

  4. Select a location in which to store the review grid file.

  5. Open the review grid file in a text editor such as Windows Notepad.

  6. 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.

  7. Save the file.

  8. In the Review Grid File row on the System Configuration tab, click Browse.

  9. Select the XML file that you want to import.

  10. Click Open at the right of the row to save the changes that you have made.

  11. Click Save at the bottom right of the window.

  12. Start a new Discovery Accelerator session to see the column changes.

More Information

About the Review pane

Reviewing configuration options