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. When you open the Select object type drop-down menu, you can see all object types.

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. With these administrative rights, you can set a view as a common view and edit the view permissions. To do this, select Show view options () > Edit view permissions.

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