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关于文档管理工具中保存的视图

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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.

背景

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. 

由于保存的视图是在集合中创建的，因此集合的筛选器会影响可以为其中的任何保存的视图选择哪些筛选器。 例如，在"审核中"集合中构建"电气"已保存视图时，该集合已经筛选掉了具有IR-审核中状态之外的所有文档，因此保存的视图只需要添加筛选器电气来自类别下拉菜单。 用户无法添加DR-草稿状态，因为"审核中"集合不包括这些状态。换言之，集合和保存的视图具有父子关系。 保存的视图（子视图）采用其集合（父视图）的筛选器。

Explaining Saved Views.png

需要考虑的事项

  • 所有保存的视图必须位于一个集合中:
    • 所有项目都自动包含 Procore 系统提供的名为"审核中"和"已发布"且无法删除的集合。但是，用户可以在提供的集合中创建自定义保存的视图。
    • 管理员可以为项目中的每个人 创建集合 。
    • 集合列表可以由管理员重新排序，但目前无法重新排序集合中已保存视图的列表。
  • 个人保存的视图（选择“我”作为访问级别）只能由创建它的个人看到。
  • 项目保存的视图（以"项目中的每个人"作为访问级别）以后无法更改为个人视图。但是，如果你具有该工具的"管理员"权限，则可以稍后将个人保存视图更改为项目视图。请参阅在文档管理工具中编辑保存的视图。
  • 某些系统提供的已保存视图无法编辑或删除。请参阅 创建和编辑集合的“需要考虑的事项”部分。

创建和管理保存的视图

请参阅以下步骤：

创建保存的视图

  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.

 

返回顶部

编辑保存的视图

更新保存的视图筛选器

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

编辑已保存视图的名称或描述

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

 

返回顶部

删除保存的视图

  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

 

返回顶部

另请参阅