Views

In M-Files, you can create views to quickly find information that you use frequently. You can think of them as saved searches. In addition to views created by you, your admins can create common views that are available for all vault users.

Overview

Here is an overview of the user interface for view creation.

On the left, you can give your view a name and add or edit the view filters. In addition, you can select which object types to show in the view. If you do not select anything, the view contains all object types available in the vault. In the Show more menu, you can see all the object types as a list.

On the right, you have the Save view and Discard view buttons, the option to make the view personal or common, and the settings icon (). The settings menu also contains the command to delete the view.

Under the view creation controls, you can see a preview of your view content.

Personal and common views

Personal views are views that only you can see. Common views are views that are meant for all vault users. To create common views, you must be a system admin or have one of these administrative rights in the vault: Full control of vault or Manage common views and notification rules.

You can also create a personal copy of a common view to edit it.