Create and manage views in your library

A view is a page which displays a set of documents from your library. You can define the properties and filters to sort the documents. These filters can be based on the nature of the library, workflow states or other settings that may be relevant for users.

This article explains how to create and organize your views:

Access the views in your library configuration
Create or duplicate views
      Create views
      Duplicate views
Manage views
      Rename views
      Set a default view
      Get the Embed URL of views
      Delete views


Note: Read Configure views in your library for details on how to configure the layout, general settings and filters in a view.

Important:
– When creating a document class in a Document Management library, a view “All documents" is created by default.
– When creating Team Folders and Secured Folders, a document class “Document” and a view “All documents” are created by default.
– By default, the “All documents” view displays the documents in the first class created.


Access the views in your library configuration

1. Access the library administration interface.

2. Select Views. The list of views in your library is displayed.

Tips: On the list of views you can:
– change the order of the views
– access the document class configuration - learn more: Create and configure document classes
– open the view in the library
– access the view configuration page - lean more: Configure views in your library

image01.png


Create or duplicate views

Create views

1. Press the Create view button.

2. In the pop-up, enter the name of your view.

3. Select the document class for which the view will be configured.

Note: If you have only one document class configured in your library, it will be selected automatically.

4. Press Create.

5. The new view appears in your list of views. Learn more: Configure views in your library.

image02.png

Duplicate views

1. In the list of views, open the More actions menu next to the view you want to duplicate.

2. Select Duplicate.

3. In the pop-up, enter the name of the view.

4. Press Create.

5. The duplicated view appears in your list of views. Learn more: Configure views in your library.

Note: When duplicating an existing view, all its settings are copied.

image03.png


Manage views

Rename views

1. In the list of views, open the More actions menu next to the view you want to rename.

2. In the pop-up, enter the new name of the view.

3. Press Save.

Set a default view

1. In the list of views, open the More actions menu next to the view you want to set as default.

2. Select Make default.

Tip: Avoid applying a visibility restriction on the default view. Learn more: Define the general settings for views.

Note: If there's no visibility restriction on the default view:
– from the library homepage, searches are applied in the default view
– when you access a Team Folder or Secured Folder from the AODocs homepage, the default view is displayed

Get the Embed URL of views

1. In the list of views, open the More actions menu next to the desired view.

2. Select Embed URL. The URL is copied to your clipboard. Use the URL to embed the view on a web page.

Note: To get the View URL, which is used to share the view with your users, read Define general settings for views.

Delete views

1. In the list of views, open the More actions menu next to the view you want to delete.

2. Select Delete. Your changes are automatically saved.

Note: If the view is set as the default view, you can't delete it.

Was this article helpful? 1 out of 1 found this helpful
If you didn’t find what you were looking for, don’t hesitate to leave a comment!
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.