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CtrlDocsSupport Portal

Add a list view

A list view puts an M-Files view on a portal as a table. It is the quickest component to get right, because the view already exists — its columns, sorting and search conditions all carry over, so the work is choosing which view and what a row does when a user opens it.

Before you start

Section titled “Before you start”
  • CtrlPortals installed and licensed, with one portal or dashboard to put the component on.
  • An M-Files view showing the objects the table should list. Build and check that view in the M-Files client first; a view returning the wrong rows there returns the wrong rows here.

Steps

Section titled “Steps”

  1. Add a list view component to a segment.

    In the CtrlPortals configuration, open the portal or dashboard, find the segment the table should appear in, and add a component with its type set to List View.

  2. Point it at the M-Files view.

    Select the view the table reads from. The columns shown are the view’s columns, so change the view rather than the component if the wrong ones appear.

  3. Decide what a row does when opened.

    A double-click can open the object’s own portal, open its metadata card, or open the file. Pick the one that matches how people use the objects in this table.

  4. Add the search pane, if the table is long.

    The search pane gives the table the same faceted filtering M-Files views have, which is what makes a table of several hundred rows usable.

Check

Section titled “Check”

Open the portal as a user who is not a vault administrator. The table should show the same rows that the M-Files view shows for that user — list views respect M-Files permissions, so a user seeing fewer rows than you do is correct rather than a fault.

Section titled “Related”