Date
26/07/2021

Category
News

Author
Anita Fritz

The easy way to manage Microsoft 365 views

MacroView DMS lets you see all the views that have been defined for an area in SharePoint or SharePoint Online. Selecting a view shows the same list of files as you would see in the SharePoint web browser UI, but with much better layout and usability.

MacroView DMS provides support for working with views of Microsoft 365 areas, which includes Teams and OneDrive for Business as well as SharePoint Online areas. You can toggle any view so that it shows files in sub-folders and lets you filter across all those files. You can also create and modify personal views while you work in MacroView DMS – i.e. you no longer need to jump to the web browser to create and modify personal views. View modifications include:

  • Re-arranging columns by dragging and dropping
  • Hiding and showing columns
  • Specifying the sort ordering for columns
  • Changing the names of personal views
  • Deleting personal views.

The file list toolbar in MacroView DMS

The Easy Way To Manage Microsoft 365 Views File List Toolbar In Macroview Dms

Toolbar displayed above Microsoft 365 file list.

Toggling any view so that it shows files in sub-folders

If you have sub-folders in your document libraries, document sets or folders it is very useful to be able to see a complete list of files in all the sub-folders – much better than having to click on each sub-folder. You can define views that use the Show All Items Without Folders attribute. The view is dynamically adjusted to be Show All Items Without Folders.

 

The Easy Way To Manage Microsoft 365 Views Toggling Any View

 

Toggling an All Documents view show that it shows all files in the library and its sub-folders. Clicking the toggle button again returns the view to its original definition.

Filtering a column shows all values in use

Now, when you right-click a column, a list of all the values in use across all the sub-folders is displayed. This is very convenient when you need to filter a library, document set or folder that contains sub-folders.

 

The Easy Way To Manage Microsoft 365 Views Column Filtering

Personal views

MacroView DMS has always displayed both public views and any personal views that the current user has defined. Personal views are displayed separately.

 

The Easy Way To Manage Microsoft 365 Views Personal Views

Modifying views

MacroView lets you drag and drop to re-arrange the order of columns in a public or personal view. You can also right-click a column and choose to hide it or adjust the sort ordering of its files.

 

The Easy Way To Manage Microsoft 365 Views Modifying Views

 

Clicking Show/hide columns displays a list of all columns in the underlying document library – this is a convenient way to show columns that are not currently being displayed in a view, or to hide columns.

 

The Easy Way To Manage Microsoft 365 Views Display Columns

Saving a modified view

You can save a modified view by clicking the Save View As button in the File List toolbar. If you have modified a public view, your only option is to save the modified view as a new personal view.

The Easy Way To Manage Microsoft 365 Views Save View 1

 

If you are modifying a personal view you have additional options:

 

The Easy Way To Manage Microsoft 365 Views Personal View

 

  • Save view as lets you specify the name for a new personal view.
  • Save view will update an existing personal view.
  • Rename view lets you rename an existing personal view.
  • Delete view lets you delete an existing personal view.
  • Edit view brings up the web browser UI for defining and modifying existing views.

 

The Easy Way To Manage Microsoft 365 Views Edit View

 

The enhanced view management features in MacroView DMS will all but eliminate the need to jump out to the web browser to define personal views.

More information

Check this video in the MacroView channel on YouTube.