Creating Views in M-Files | Save Frequently Used Searches | M-Files Training Solutions

In M-Files, documents and other objects can be categorized into different views according to their metadata. Creating views is largely based on specifying the metadata used for searching and categorizing documents. Views allow you to save frequently used searches and…

Creating Views in M-Files | Save Frequently Used Searches | M-Files Training Solutions

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In M-Files, documents and other objects can be categorized into different views according to their metadata. Creating views is largely based on specifying the metadata used for searching and categorizing documents.

Views allow you to save frequently used searches and define grouping levels. For information about searching for documents, refer to Searching.

To create a view:
1. In M-Files, open the document vault to which you want to create the view.
2. Click the Create button and select View… from the context menu.

The Define View dialog is opened.

There are two phases in determining a view:
1. Specify a filter to ensure that the view only displays objects you want to see. Specifying filters is similar to defining search criteria.
2. Determine the folder structure of the objects. This is useful when you have a large number of objects and you want to group them into different levels according to specific properties. For more information click here: https://www.m-files.com/user-guide/latest/eng/New_view.html

Video Timestamps:
00:21-00:38 Usecase story
00:38-01:19 Naming the view and defining the filter
01:19-01:42 Checking the view and adding columns
01:42-02:28 Adding grouping levels
02:28-03:00 Removing grouping levels and replacing them with columns

– To find out more about M-Files Training Solutions click here https://www.m-files.com/en/dms-training
– If you need more information contact us via https://www.m-files.com/en/training-enquiry

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