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Create and manage views

Valentin Coquant avatar
Written by Valentin Coquant
Updated yesterday

What is a View on Aletiq?

A View is a customised display of objects managed on Aletiq (documents, parts, items, tools, work orders, users, workflows, tasks). With a View, you can:

๐ŸŽฏ Filter the objects to be displayed (e.g. show only documents from the quality system),

๐Ÿ”ข Sort objects (e.g. display the most recent items first),

๐Ÿงฑ Choose which properties are visible and their display order.

Views appear as tabs in the Documents, Parts, Items, etc. digital spaces, sorted alphabetically.

View Management

Only Administrators can modify and save a View for the entire organisation.

๐Ÿ‘‰ create new views

๐Ÿ‘‰ modify existing views

๐Ÿ‘‰ manage the scope of a view

๐Ÿ‘‰ delete a view

Managers can also create their own Views, but these will only be visible to themselves.

View Management by Administrators

Create a new view

Modify an existing view

Modify the scope of distribution of a view

Duplicate a view

Delete a view

โš ๏ธ Its distribution scope must be set to Organisation.

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