This example tells you how to create a common view that shows all the organization's customers based in Chicago. 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.
Note: The example is created with the M-Files
sample vault. It can be that your M-Files vault has a different structure
and content.
-
In the bottom right corner of the listing area,
select Create view (
).
It can be helpful to temporarily close the Metadata or Preview area, or both. -
In the top-right corner, select Show view options (
) > Edit view permissions.
Result:A dialog with the question Who can see this view? opens. -
In Select object type, select
Customer.
If you cannot see the object type, you can select it from the Select object type drop-down menu.Result:Here is an example of the finished settings before the view is saved:
M-Files creates a view with all customers whose
City information is listed as Chicago. You can see it in the
Common views section of the Views tab.
