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Views and folder structures

Former Member
Former Member
Hi,
Can anybody help......I have 150 templates across 5 departments. Client Files,  Project Files, HR, Forms, General Admin.
When the templates come into M-Files they are all in one big list. Is there any way I can set up views that show the 5 different departments and the templates within that.

For instance in Client Files I have 100 court documents that are from the Family Court, the Magistrate Court etc. so I have an Initiating Application template for each court. I want employees to go to Court Documents, Applicants, Respondents etc. to grab the template quickly. I know M-Files is not files and folders but it is how the majority of staff work. Or is it easier to just add an FC and MC to the naming function.

Otherwise can anyone give me any tips on how to set views up that incorporate this type of system?
Any help much appreciated! :)
Parents
  • There are at least 2 ways to split up your documents:
    1) Create separate classes for each type of documents
    2) Add one or more properties in common classes to add information on which department, court type etc. the documents are related to. For instance you can have a select property for Court and select from a Value List with your different courts. And you can have a property for Department and select from a Value List with your departments. Once you have that in place, you can easily create Views to show only documents related to e.g. Family Court or even to a combination of Family Court and Client Files.
    Apparently you didn't have one of these solutions in place when you imported your templates, so you will have to run through them and add the necessary properties to each template.
    You can add the court type to the naming function but you should only do that to help users read and identify documents from the lists. This is not well suited for grouping or filtering in order to show different types of documents in separate Views.
    Karl
Reply
  • There are at least 2 ways to split up your documents:
    1) Create separate classes for each type of documents
    2) Add one or more properties in common classes to add information on which department, court type etc. the documents are related to. For instance you can have a select property for Court and select from a Value List with your different courts. And you can have a property for Department and select from a Value List with your departments. Once you have that in place, you can easily create Views to show only documents related to e.g. Family Court or even to a combination of Family Court and Client Files.
    Apparently you didn't have one of these solutions in place when you imported your templates, so you will have to run through them and add the necessary properties to each template.
    You can add the court type to the naming function but you should only do that to help users read and identify documents from the lists. This is not well suited for grouping or filtering in order to show different types of documents in separate Views.
    Karl
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