A view within a view

Dynamic views in M-Files are just so powerful.  In the past when you were looking for a document you had to search, or remember in which folder you saved the document on your system.  And you only had one chance to organise it, so if you want to see the document sometimes by date; sometimes by month; sometimes by type of document – then folders just cannot do it.

Today I want to talk about having a view within a view.

Lets say you create a view to see all the purchase invoices by supplier. Most of the time a supplier has only a few invoices, and listing the invoices by supplier->list of invoices is fine.

When you create a general view as:

Filter by class: supplier invoices

By hierarchy: Suppliers

However, supplier: B&Q building supplies (as an example) has lots and lots of invoices and getting a list is not good enough.  Do you need to create another view, and then remember where the other view can be found?  Now you can just create a view within a view!

How to create a View within a View

  1. Create a basic view in the M-Files client vault. (for example a list of all B&Q supplier invoices)
  2. Now select the supplier within that list you would like to see the information presented differently
  3. Right click the “green” folder. greenviewicon Select Properties.
  4. Go to Customise tab and click customise.  This will take you into another view set-up screen where you can now set-up this branch with its own rules.
  5. You can now set this up to list all the invoices by month, for instance.
  6. The view icon you just customised will turn to blue blueviewicon (ID 33936) to indicate that it is a view within a view.

Do you have any questions? Contact us today.

Would you like to try M-Files Content and Document Management Tool? Click the link below to download a free 30 day trial or contact us for more information and book a demo.

Expert Tips brought to you by le Roux Cilliers, Solutions Director of Laminin Solutions UK

lc-blog-profile (ID 33557)I’ve had the privilege to work in large global companies across the world and run a local small business. I’ve experienced the complexity of big business and the lack of resources and money of small business. I’ve been frustrated by the bureaucracy of large corporations to implement change and fascinated by the agility in a SMB. These experiences have tuned my understanding of information management across businesses of a variety of sizes and industries.

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