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User Guide: Using views

Article published on the 29th of April 2020.

Contents

1. Introduction

Views created on a WorkPoint solution can be used to control which items in a list or library are shown. An example of the use of a view could be to only have documents of a certain type, e.g. design documents, shown when activating a design documents view.

Views can also be used to the same effect in WorkPoint Express.

The following sections will demonstrate how to use views in WorkPoint Express.

2. Use guide

The following sections describe the use of Entity list views and document list views.

   2.1. Entity list views

Note that entity list views are disabled by default. This feature can be enabled by WorkPoint personnel by contacting WorkPoint Support at support@workpoint.dk.

Views can be used for filtering which entities of business modules are shown. In the following example, we use a view to only have projects in a "Planning" stage shown on the Projects module:

  1. Click the filter icon  by the search query line to open the View selection drop down menu.
  2. At the moment, the  "No view selected" option is active.
  3. Click another view to select it. Click an empty area of WorkPoint Express to activate the selected view. In this example, we select and activate the "Planning Projects" view.
  1. The "Planning Projects" view is now active.
  2. Only one project is now shown in the results section.

In the properties window of the "Design of Bike0016" entity, we can see that the project is indeed in the "Planning" stage:

Note that entity list views are disabled by default. This feature can be enabled by WorkPoint personnel by contacting WorkPoint Support at support@workpoint.dk.

   2.2. Document list views

Views in a documents library can be used to control which documents are shown at any given time.

Consider the following documents library on the project "Design of Bike0016":

Inbox - anm@workpoint.dk - Outlook

In this example, a view for filtering documents which are not design documents have been created. The view can be activated in the following way:

  1. Click the View selector drop down menu.
  2. Select the view that you wish to activate. In this example, we activate the "Design documents" view.

This activates the Design documents. The result is shown in the following image:

Inbox - anm@workpoint.dk - Outlook

With the Design documents view activated, only documents containing the text "design" are shown.

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