Zu Hauptinhalten wechseln
Procore

Informationen zu gespeicherten Ansichten im Dokumentenmanagement-Tool

  1. Zuletzt aktualisiert
  2. Als PDF speichern
regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Hintergrund

A saved view is a saved set of search filters for quick access to documents in the Document Management tool. Saved views visually organize your documents while also meeting the needs of a particular context, such as the saved view 'Published Electrical Drawings' for electricians who only want to see the latest approved versions of a specific document type. Unlike traditional folders, saved views don't require users to specify an upload location; they automatically absorb past, present, and future revisions of the same document. 

Admins can create saved views for everyone on the project, and individual users can create saved views that are only visible to them. Each saved view is kept inside a collection, which is a parent category with its own set of filters determined by project Admins. 

Da gespeicherte Ansichten innerhalb von Sammlungen erstellt werden, wirken sich die Filter einer Sammlung darauf aus, welche Filter für jede gespeicherte Ansicht darin ausgewählt werden können. Wenn Sie beispielsweise eine gespeicherte Ansicht "Elektrisch" innerhalb der Sammlung "In Prüfung" erstellen, filtert die Sammlung bereits alle Dokumente mit Ausnahme derjenigen mit dem Status "IR-In Überprüfung " heraus, sodass die gespeicherte Ansicht nur den Filter E-Electrical aus dem Dropdown-Menü der Disziplin hinzufügen muss. Ein Benutzer kann den DR-Draft-Status  nicht hinzufügen, da die Sammlung "In Prüfung" diese ausschließt. Mit anderen Worten, Auflistungen und gespeicherte Ansichten haben eine übergeordnete und untergeordnete Beziehung. Gespeicherte Ansichten (untergeordnete Ansichten) übernehmen die Filter ihrer Sammlung (übergeordnete Ansichten).

Explaining Saved Views.png

Wichtige Hinweise

  • Alle gespeicherten Ansichten müssen sich in einer Sammlung befinden:  
  • Eine persönliche gespeicherte Ansicht (mit "Ich" als Zugriffsebene) kann nur von der Person gesehen werden, die sie erstellt hat. 
  • Eine gespeicherte Projektansicht  (mit "Jeder im Projekt" als Zugriffsebene) kann später nicht mehr in eine persönliche Ansicht geändert werden. Wenn Sie jedoch über eine "Admin"-Berechtigung für das Tool verfügen, können Sie eine persönliche gespeicherte Ansicht später in eine Projektansicht ändern. Siehe Bearbeiten einer gespeicherten Ansicht im Dokumentenmanagement-Tool.
  • Einige vom System bereitgestellte gespeicherte Ansichten können nicht bearbeitet oder gelöscht werden. Weitere Informationen finden Sie im Abschnitt "Zu beachten" unter Erstellen und Bearbeiten von Sammlungen.

Gespeicherte Ansichten erstellen und verwalten

Siehe Schritte für Folgendes:

Erstellen einer gespeicherten Ansicht

  1. Navigate to the project's Document Management tool.
  2. Make sure you're in the Documents tab.
  3. In the Saved Views panel, click on a saved view listed under a bolded collection name. For example, click on 'All Published Documents' in the collection called 'Published.' 
    Note: If the Saved View panels is hidden, click the Show Saved Views icon-show-saved-views.png icon at the top of the table. 
    Tip:  To decide which collection's saved view to choose as a starting point, consider the filters it uses. Learn how to view a collection's filters using the info icon-info3.png icon in this collections article. 
  4. Use the Filters menu to make at least one change to the filters in the current saved view. Consider these tips: 
    • If you want only the latest revision of each document, click the Latest Revision button. Otherwise choose All Revisions.
      • 'Latest Revision' is context dependent. User permissions, the collection's filters, and how the revisions are ordered all intelligently affect which revision shows in the saved view. 
    • If you want to add a filter that includes documents that the collection itself already filtered out, you need to find a more appropriate collection for your desired saved view. 
      • Find out what a collection's filters are by clicking the info icon-info3.png icon.
  5. Optional: Configure the columns in your new saved view by following the steps in Configure Your View in the Document Management Tool. You can save preferences such as which columns are visible, the order they appear, and whether any are pinned to the left or right. 
  6. When you're ready to create the saved view, click Create.
    Note: If the Create button is inactive, your filters are outside the parameters of the collection, or you have not yet selected filters that are different from the saved view you are in. 
    2024-08-08_creating saved view 80percent.png
  7. Fill out the following information:
    Fields with an asterisk (*) are required. 
    • Name*: Enter a name for the saved view. This name will show in the Saved Views list.
    • Description: Enter a description for the saved view.
    • View Access: Select an access option for the saved view.
      Note: Only users with 'Admin' permissions to the Document Management tool can create views for everyone in the project. 
      • To create a personal saved view that only you can see, select Me.
      • To create a saved view that everyone on the project can see, select Everyone in the Project.
  8. Click Create. 
    The new saved view is added to the Saved Views panel. Click the name of the saved view at any time to view the filtered list of documents.

 

zurück zum Anfang

Bearbeiten einer gespeicherten Ansicht

Filter für die gespeicherte Ansicht aktualisieren

Follow the steps below if you want to make changes to the documents that show in a saved view you created. You can also modify the filters of a saved view an Admin created, but to save your new filters, you must create a new saved view. 

  1. Click the name of the saved view.
  2. From the More Filters icon-filter2.png menu, add or remove filters to change which documents show in the view.
    • After a change is made, an 'Update' button appears next to the name of the saved view, and the 'Create' button becomes active in case you want to create a whole new saved view instead.
    • If you do not see the 'Update' button, the saved view was not created by you, and you cannot edit it. 
    • See Search for and Filter Documents to learn more about filtering, including where the Latest Revision/All Revision filter is located. 
  3. Click Update next to the name of the saved view. The changes are automatically applied to the saved view.
    2024-07-02_Update a saved view.png

Bearbeiten des Namens oder der Beschreibung einer gespeicherten Ansicht

Follow the steps below if you want to make changes to the name or description of a saved view. You can also change a saved view to be visible to everyone on the project if you have 'Admin' permissions to the Document Management tool.

  1. In the 'Saved Views' section, click the vertical ellipsis icon-ellipsis-vertical.png icon next to the saved view you want to edit details for.
    Note: You must be the creator of the saved view or an Admin on the project to see this icon and edit a saved view's details. 
  2. Click Edit name and description. 
    This opens the 'Update Saved View' window.
  3. Update the Name and Description fields as necessary. 
    Note: If you have 'Admin' permissions to the Document Management tool, you can also choose to change your personal saved view to one that everyone on the project can see by selecting 'Everyone in the Project' in the 'View Access' field. However, project views can't be changed back to personal views.   
  4. Click Update. 
    2024-07-02_Edit name and description of saved view.png

 

zurück zum Anfang

Eine gespeicherte Ansicht löschen

  1. Navigate to the project's Document Management tool.
  2. Make sure you're on the Documents tab. 
  3. In the Saved Views panel, find the view that you want to delete. 
    Note: If the Saved View panels is hidden, click the Show Saved Views icon-show-saved-views.png icon at the top of the table. 
  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon next to the saved view name and click Delete. 
    Note: If you do not see this icon, you do not have permission to delete the saved view. See Things to Consider in this tutorial. 
  5. To confirm that you want to permanently remove the saved view, click Delete. 
    The view is removed from the list of saved views. 
    2024-07-02_Delete a saved view.png

 

zurück zum Anfang