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How does the Universal Compact View work?

  • Updated

Note

Depending on your user rights and the configuration of your portal the Universal Compact View on your side may differ from the Universal Compact View shown in the examples and screenshots of this article.

Search for assets

The search bar in the left top corner of the Universal Compact View can be used for searching assets. The search functionality in the Compact Screen works the same as in the portal. You can find more information on searching for assets here.

compact_view_search_bar.png

Filter for assets

Metaproperties

The metaproperties are available in the top filter bar and can be used to filter for assets easily.

Note

In order for a metaproperty to show in the Compact view it needs to have the setting 'API field' enabled. Contact your portal administrator for this setup.

compact_view_filters_bar.png

Smart Filters

If Smart Filters are set up for your portal, they are available in the top filter bar and can be used to filter for assets easily.

Note

In order for a smartfilter to show in the Compact view, the underlying metaproperties need to have the setting 'API field' enabled. Contact your portal administrator for this setup.

compact_view_filters_bar.png

Advanced search

You can use the advanced filter for advanced search operations.

Note

At this moment the advanced filter only allows searching by file type.

compact_view_advanced_filter.png

Tags

The tags filter can be used to filter on assets with a certain tag.

compact_view_tags_filter.png

Sort assets

Use the Order by dropdown to change the sorting order of the assets. By clicking compact_view_icon02.png you can switch between ordering the assets descending or ascending.

Select and deselect assets

Select assets

There are two ways to select assets:

  1. Drag and drop your mouse to select assets.

    compact_view_select_assets01.gif

    Click for a visual walkthrough

  2. Hover your mouse over the thumbnail of the asset you want to select. Click compact_view_icon04.png to select the file.

    compact_view_select_assets02.gif

    Click for a visual walkthrough

Deselect assets

There are two ways to deselect assets:

  1. Hover your mouse over the selected asset and clickcompact_view_icon05.png to deselect the file.

    compact_view_deselect_assets01.gif

    Click for a visual walkthrough

  2. Re-select the assets that you already selected, press and hold Cmd (Mac) or Ctrl (Windows) on your keyboard and let go of the mouse.

    deselect04.gif

    Click for a visual walkthrough

Add assets

Select the source you want to add the assets from below.

DAM

  1. Make sure the Assets tab is active and use the filter bar to filter or search for the assets you need. Images, videos, documents and audio files can be added via the Universal Compact View.

    Tip

    Do you need more information on an asset? Hover your mouse over the thumbnail and clickcompact_view_icon01.png  to open the asset detail screen.

  2. Select the files(s) in the Universal Compact View.

  3. If applicable, use the dropdown at the bottom of the Universal Compact View to select whether you want to add the original file or one of the available public derivatives.

    dropdown_compact_view.png

    Example of the dropdown

  4. Click Add asset(s) to add the asset(s) to your content page.

    Note

    • The asset needs to be marked as public in order for the original file to be available.

    • This dropdown is only available when adding a single asset. Depending on your setup of the Universal Compact View the dropdown may not be available at all.

Collections

  1. Open the Collections tab and click on the collection you need.

  2. Select the files(s) you need.

  3. If applicable, use the dropdown at the bottom of the Universal Compact View to select whether you want to add the original file or one of the available public derivatives.

    dropdown_compact_view.png

    Example of the dropdown

  4. Click Add asset(s) to add the asset(s) to your content page.

    Note

    • The asset needs to be marked as public in order for the original file to be available.

    • Derivatives need to be marked as public in order to be available in Universal Universal Compact View

    • This dropdown is only available when adding a single asset. Depending on your setup of the Universal Compact View the dropdown may not be available at all.

How to logout?

Click the compact_view_logout.png button in the top right of the Universal Compact View to logout.

Learn more

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