Within this article we will cover how you create custom views which will be available for users to quickly discover certain types of records/documents.
1.1.1 Creating custom views
- Navigate to the Filer admin centre then select ‘Configuration’ from the left-hand menu.
- You will then see a pop up and from here select the configuration that you want to manage.
- You will notice the interface will change now to show the configuration that you are currently managing in the top right-hand corner of the page.
- From here select ‘Custom Views’ from the side menu
- You will then be presented with the following screen, from here select ‘Templates’.
- And then select ‘New’.
- Then select ‘Create’, fill out a name and choose a document type from your classification structure and then select ‘Save’.
- After you have saved this select ‘Views’ and then ‘Create’, from here you can select the options for your custom view, this includes a name, the template which we just setup (containing the relevant document type(s)) and other options such as audience, a date range and a record value that you want to form the basis of the search for this view.
- For the last element of this form, enter some details and then select the ‘Search’ button and this will find the record and if it is valid and exists then you can use the + icon to commit this.
- Once you have finished with the form select ‘Save’.
- You can edit/delete templates you have created by selecting ‘Templates’ and then clicking the ellipses against the relevant item, you can then select either edit or delete.
- You can also edit/delete views you have created by selecting ‘Views’ and then clicking the ellipses against the relevant item, you can then select either edit or delete. With view you also get 2 other options – ‘Copy View’ and ‘Disable’, copying a view will allow you to create a new view based off of the one you are copying and then disabling a view will stop it from appearing for end users but won’t completely delete it.