Creating Custom Document List Views

• Customize the Document List
• Save Your Views

The Document List can be customized to display data and filter documents you see based on certain parameters. For example, you may not want to see an entire list of your documents at once, just a list of documents that have completed all steps in the workflow.  This filtered view can then be saved for future use via the Save option in Views.

Customize the Document List

From within the Document List, you can add additional columns to see more data from the form beyond the default options.

• Click on Columns and then mark the desired field(s) by clicking on the eye icon. You can also change the order of the fields in the Document List by clicking on the six dot icon and dragging to the desired position.
  
• If the column is capable of filtering, you can click on a column header and you will see options to adjust the type of documents you're seeing.  Each column's filtering options are different, but below are a few examples. Once you select the desired options, it will filter your Document List by those selections.
• Create desired filters to narrow down your results in the Document List - this can be on any field in the form or document metadata:
  
  

Save Your Views

Once you have selected the desired columns/filters, you can save them to view again later.

• Click on Views and enter a name.
  • Please note: as an App or System Admin you will also have the option to 'Make Public' which will then show as a standard view to all users
• Click Save.  

Once saved, it will display as an option when you click on Views. You will now have the option to go back to the Default View, save other views, or delete previously saved views.

Note: Your Views will display in order of creation with newest listed first.  It will also show the active unsaved view as 'Unsaved View' until you save with a description.

Also, as an App or Product Administrator you can save Views as a Public View upon creation to share with all users if desired. After setting up your desired columns, filters, and sort when you click Views to save you'll see an option to 'Make Public' which will then show as a standard view to all users. Admins will see all views tagged with an eyeball icon (not crossed out) indicating it's a pubic view.
Other non-admin users will see text indicating which views are published by an Admin: