| Basic Functions in M-Files | |
This topic presents the options available via the View menu.
Clean View is a function that a user logged in to the document vault can perform for any view. It is used for removing temporary local files and all empty folders automatically.
Some views of the Demo Vault cannot be removed, but they can be hidden. A regular user cannot remove views that have been created in the M-Files Admin. In such cases, you can highlight the view on the listing area and use the context menu function Hide View. To unhide views, open the Unhide Views dialog under the View menu or in the context menu for the listing area.
M-Files allows you to save the display settings of a function as common display settings. To use this function, you need administrative rights to the relevant vault. The function saves the display settings common to users view-specifically. You can choose whether the function is to be applied for all users or only those users who have not yet modified their own display settings.
With the function, you can, for example, define specific columns to be displayed for all users.
By using this function, you can reset modified display setting values to the defaults set by the system administrator. Alternatively, you can reset the display settings to the M-Files software defaults.
You can bind the report for example to the view Sales by customer or Proposals by salesperson. With the Reports function in the View menu, you can bind the report to the view and specify its location. If you want this setting to apply for all users, select the option Common to all users in the view settings. In order to define a common view, however, you need the permissions for managing the document vault's common views.
For more information on reports, see Reporting and Data Export.