How can I create a new view in which the objects are displayed by customer?

  1. In M-Files Desktop, click the Home tab to open the home view of the document vault.
  2. Click the Create () button and then select View from the context menu.
    Result:The Define View dialog is opened.
  3. In the Name field, enter a descriptive name for the view, such as Customers.
  4. Click the Add button.
    Result:The Define Grouping Level dialog is opened.
  5. Use the Property drop-down menu to select the Customer property.
  6. Click OK to close the Define Grouping Level dialog.
  7. Click OK to close the Define View dialog.
Your new view is now listed in the My Views section.

For more information about views, see Using Views.