With Record View Sets, you can easily control which metadata fields are displayed, and how. This chapter explains how to customize existing Record View Sets and how to create and edit new ones. For a basic description of (Record) View Sets and their purposes, see: View Sets.
Each Record View Set comprises different view modes for different purposes, or use cases. such as Thumbnail View, Report View, Details View, Info View, and Information window, among others. The settings for each view mode can be customized individually.
Record View Sets were designed to control the representation of information at the Cumulus Desktop Client. However, Record View Sets are used with other Cumulus clients, too, such as the Cumulus Web Client, Portals, and InDesign Client. For these clients, only certain view modes are taken into account (see below).
NOTE: Canto strongly recommends to create at least one dedicated Record View Set for each client in use!
A View Set can be restricted for your personal use, or can be shared with other users. Shared View Sets are displayed in italics in the list of available View Sets.
Customization Options for Record View Sets
For Thumbnail, Details and Information view as well as for Asset Information window and Palette Mode you can decide which record fields are displayed, their order and how they are displayed: font type, style, size, and color. You can also choose a background color for most of the views. For the Asset Information window, the Information view and the Fullscreen Preview you can create dynamic views. You can define whether fields are displayed or not displayed depending on the type of the selected asset.
IMPORTANT! Font Settings are Operating-System Specific! Cumulus uses different font settings depending on the operating system the Client runs on. Changing these settings in a Record View Set on a Windows Client will not take effect with Clients on OS X/macOS, and vice versa. To customize Record View Sets to have the same look and feel both on Windows and OS X/macOS, you have to perform appropriate changes twice, on a Mac Client as well as on a Windows Client.
For some views you can even choose to use the color of a Label field as background color. For many views you can select the spacing around it and whether the record is displayed within a frame. For certain views you can also define that the field names are displayed along with the field values.
For Preview view and Preview window you can choose a background color. For Preview window you can choose whether and how the values (and names) of record fields should be displayed.
For each View Set you can define the view that is to be displayed when the View Set is selected. As soon as you have selected a View Set from the drop-down list, the view will switch. This action is not activated by default. To activate this feature for a View Set, you have to activate this option in the Set Properties section and then select the desired starting view.
Whether all views will change when changing the Record View Set or only the current one is determined by each user individually in her/his User Settings. (For details, see “Display Tab” .)
NOTE: Record View Sets and Multilingual Working Environment For users working in a multilingual working environment certain View Settings offer an Allow language switch for multilingual fields option. This option enables users to switch the language in which multilingual metadata fields are displayed. If this option is not activated, multilingual fields are always displayed in the language of the field that was added to the view.
Using Record View Sets for various Cumulus Clients
When Record View Sets are used with other Cumulus clients, such as the Cumulus Web Client, Portals, and InDesign Client, only the settings of certain view modes relevant. Which clients makes use of which view modes is depicted in the following table.
Views modes
in Record View Sets
Web Client
Settings used for:
Portals
Settings used for:
InDesign Client
Settings used for:
Thumbnail View
Thumbnail view of
• Overview pages
• Search Result
• Collection
• Basket
• Overview pages
• Search result pages
• Basket overlay
• Records panel (Thumbnail view)
Report View
List view of
• Overview pages
• Search Result
• Collection
• Basket
(Not used)
• Records panel (Report view)
Details View
Details View of
• Overview pages
• Search Result
• Collection
• Basket
(Not used)
(Not used)
Info View
(Not used)
• Quick preview overlay
(Not used)
Asset Info Window
• Information tab of a file’s details page
• Edit view
• Details page
• Information panel
Palette Mode
(Not used)
(Not used)
(Not used)
Preview View
(Not used)
(Not used)
(Not used)
Preview Window
(Not used)
(Not used)
(Not used)
Calendar Pane
(Not used)
(Not used)
(Not used)
In addition, some settings don’t take effect if a Record View Set is used with a client other than the Desktop Client. For example, field properties such as the number of lines, or layout settings (colors, fonts, etc.), are generally ignored.
Some client-specific features must be considered, too:
• Web Client:
• Certain fields are always displayed in the Web Client, regardless of the settings in the view set (e.g. thumbnail, record name, file format type, modification date,...)
• Portals:
• Certain fields are always displayed in Portals, regardless of the settings in the view set (e. g. preview, record name,...).
• Empty fields (fields without a value) are never displayed in Portals.
• Field names of metadata fields are displayed on overview pages, search result pages and the basket overlay, if Show field names is activated in the settings for the Thumbnail View. (Properties settings for field names, however, are always ignored.) If this option is not activated, a tool tip with both field name and value is displayed when the mouse pointer hovers over a field.
• Field names are always displayed on the details page, and never on the quick preview, because this is the default setting for the respective view modes which can’t be changed. On the quick preview, a tool tip with both field name and value is displayed when the mouse pointer hovers over a field.
• Separators defined in a Record View Set are ignored.
• InDesign Client:
• The InDesign Client respects font color settings for fields. Different colors can be used e.g. to highlight certain items.
NOTE: In order to always ensure best readability, the configured font colors adapt to InDesign’s UI color theme changes.
Further information
For detailed information on the usage of Record View Sets with: