Configure views

A view is a page which displays a set of documents from your library. You can define 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:

Access the view configuration
Define the general settings for the view
Define the visibility of the view
Configure the information to display in the view
 Configure filters in the view
 Pre-filter your documents based on properties 


An example of a view in the AODocs user interface:

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Access the view configuration

1. In the library administration interface, access the list of views.
Learn more: Manage the views in your library.

2. Press a view name to open the configuration page.

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Define the general settings for the view 

Define the general settings: 

  • View name: edit the name of your view
  • View URL: a URL is created automatically when you create a new view - press Open view to access the view
  • Embed URL: use this URL if you want to embed the view in a web page
  • Number of documents per page: you can change the default number of documents displayed per page

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Define the visibility of the view

Define who can see the view in the library homepage:

  • Show in Library navigation menu: use this option to display or hide the view. If a view is hidden, users won’t be able to access it in the AODocs interface.
  • Only show for role: select which role or Google Group has access to the view. The list of roles is configured in the Roles section in the library administration interface. This option is available only if the Show in Library navigation menu option is checked. 

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Configure the information to display in the view

Select the required options:

  • Display documents from other classes: use this option to display all the documents from other document classes in the view.
    Note: Only the system properties of documents from other classes will be displayed. Documents from other classes will not have the same properties as those configured for display or as filters in your view.
  • Select the information to display in your view: use this option to select which properties will be visible in the view. 
    • To add a property to the view, select it in the left panel and use the right arrow to move it to the right panel.
    • To remove a property from the view, select it in the right panel and use the left arrow to move it to the left panel.
    • To change the order of the properties in the view, select a property and use the up and down arrows.

Tip: You can also drag and drop properties to change the order.

  • Select the criteria to sort by: use the drop-down lists to select a criterion and an order to sort the documents in the view.

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Configure filters in the view

Select the required options:

  • Expand filter panel: use this option to show or hide the filter panel by default.
  • Browse by: use this option so users can quickly filter documents matching a specific document property value, without using the search panel. You can choose to browse by workflow state, folder property or any category. You can also browse by class if the option Display documents from other document classes was checked in the Display section.

Note: If no filter is selected in the list Select the information to filter in view, the Browse by panel will not be displayed in the view.

  • Select the information to filter in view: use this list to refine a query and filter documents more precisely.
    • To add a filter to the view, select it in the left panel and use the right arrow to move it to the right panel.
    • To remove a filter from the view, select it in the right panel and use the left arrow to move it to the left panel.
    • To change the order of the filters in the view, select a filter and use the up and down arrows.

Tip: You can also drag and drop filters to change the order.

 

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Pre-filter your documents based on properties

To define properties that the document should meet to be listed in the view:

1. In the Display only documents matching drop-down list, select all of these criteria or any of these criteria.

Note: You can combine filters and choose to display only documents matching all of these criteria or any of these criteria.

2. Press Add new filter.

3. Define the properties of the new filter.

4. Press Save.

Tip: You can create a filter based on the current logged-in user and select this filter in the documents' properties to only display documents corresponding to this user. To do so, select the Person category Equal to the Current user.

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Comments

3 comments
  • I setup my view to Display documents from other classes. Workflow's State from other classes is displayed as expected. I also setup Pre-filer for a specific Workflow's State. It is only filter documents for primary class, not for other classes. Is Workflow's State one of the system properties? Is pre-filter doesn't work for system properties of documents from other classes?

  • Hello Trish,
    Indeed, the pre-filter for a specific workflow state will only work for the workflow of the class associated to the view. I believe what you try to achieve is to get a view to use it with AwesomeTable. There is a way to combine several spreasheets in one to run an AwesomeTable on it. I can guide you on how to configure it.

  • Thibault, this is great that I can do this. Appreciated. Thank you so much.

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