View Advanced Settings and Permissions

In the Advanced tab of the Define View dialog, you can specify these settings:
  • Set whether a subview of a virtual folder is shown in other virtual folders of the same level.
  • Set M-Files to index the view to make it faster to use.
  • Set searches in the view to be done for the content of the view only.

Visibility setting of subviews in virtual folders

You can set a view created in a virtual folder to be shown in that virtual folder only or in all virtual folders of the same level. See Creating a View in a Virtual Folder for instructions on how to create views in virtual folders. This setting is shown only for views in virtual folders.

Note: If the same level contains views and virtual folders, views created in the virtual folders are not shown in the views of the same level.

To display your view in all the other folders of the same level, select the In all folders of this level option. In the above example, the newly created view would be visible in all the virtual folders under the view By Customer and Class.

Indexing the view

Indexing of the view can be used to speed up the use of certain important views in a large document vault, if the filter criteria for the view sufficiently filter the group of objects. Indexing of the view is recommended only if the view does not include many objects (for instance, 10,000 objects in a vault with a total of 1,000,000 objects) and if the view is used daily and is working slowly.

Indexing views should be used sparingly and only for views that benefit significantly from it, since each indexed view in the vault slightly slows down the creation and editing of documents and other objects.

View-specific indexing can be activated by a user with at least the right to manage common views.

Setting searches to be done within the view

With the Search within this view by default, you can specify that searches done in this view are normally done for the content of the view only. Users can still use the View setting on the Filters tab to change the searches to be done in the entire vault instead.

Permissions tab

In the Permissions tab of the Define View dialog, you can specify the users who can see the view. The tab is shown for common views.