How To Use Search Options

The most efficient way of finding your documents and other objects is to use the M-Files search functions. This is especially useful when you remember only a single detail about the document or object, such as the creation date or the user who created the document.

The search options and filters allow you to define more search criteria related to the properties and location of the objects that you are searching for. You can expand the search options for quick search by clicking the search options button () to the right of the quick search field. The search filters can be opened by clicking the Filters tab in the right pane.

For example, if you want to view the documents that a certain user has checked out during last month, this is easier to do by defining search criteria in the search options than by creating a new view.

Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply. To access tutorial videos featuring the previous user interface, please click here here.

To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.

  • Tip: You can create a view from a search. Just copy the latest search, paste it to your views and rename it!