Example: Creating a View with All Documents Created by Me This Year

This example tells you how to create a view that contains all documents that you have created during the current year. In this example, the current year is 2024.

  1. Open the All tab.
  2. In the bottom right corner of the listing area, click the Create view button ().
    It can be helpful to temporarily close the Metadata or Preview area, or both.
  3. Give your view a name.
  4. Click Add filter.
  5. In the text field, enter created.
  6. In the list, select Created.
  7. In the middle field, change the operator from the equals sign (=) to the "greater than" sign (>).
  8. Click the date and select 31 December 2023.
    Result:This filter makes sure that all the content in the view has been created after the last day of 2023.
  9. Click the empty text field and enter created again.
  10. In the list, select Created by.
  11. Open the Select value drop-down menu and select your name.
  12. Click Apply.
  13. In the Select object type list, click Document.
    If you cannot see the object type, open the Show more drop-down menu and select it in the list.
    Result:Here is an example of the finished settings before the view is saved:
  14. Click Save view.
M-Files creates a view with all documents that you have created after the start of 2024. You can see it in the My views section of the All tab.