{"version":"https:\/\/jsonfeed.org\/version\/1","title":"Creating Views > Docman Help","home_page_url":"https:\/\/help.docman.com\/knowledge-base\/creating-views\/","feed_url":"https:\/\/help.docman.com\/knowledge-base\/creating-views\/feed\/json","author":{"name":"nextSTL","url":"https:\/\/help.docman.com"},"items":[{"title":"Creating Views","date_published":"2019-09-23T08:00:37Z","date_modified":"2019-09-23T09:00:38Z","id":"https:\/\/help.docman.com\/knowledge-base\/creating-views\/","url":"https:\/\/help.docman.com\/knowledge-base\/creating-views\/","author":{"name":"Thomas Burton","url":"","avatar":"https:\/\/secure.gravatar.com\/avatar\/a32b4001ab8ff3155eacbca0c04ea21c09b641defc2ff85bcd80a14ebdf75d62?s=96&d=mm&r=g"},"summary":"\nWhy is it so Important to create Views and how do you create\na view?\n\n\n\nWe create views to gain easy access to another users\/groups inbox, we may need to gain access to their tasks to action them, if the user goes on holiday or suddenly has to leave\u2026","content_html":"\n

Why is it so Important to create Views and how do you create\na view?<\/p>\n\n\n\n

We create views to gain easy access to another users\/groups inbox, we may need to gain access to their tasks to action them, if the user goes on holiday or suddenly has to leave work or we might be in another group and want to have access to another groups Inbox. <\/p>\n\n\n\n

To create a User\nInbox View <\/strong><\/p>\n\n\n\n

Click on Settings <\/strong>in the Notification bar<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Click on Tasks<\/strong> and then on Views<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Click on Create New View <\/strong>at the bottom of the screen<\/p>\n\n\n\n

Name the View as per the inbox you are setting\nup to view. <\/p>\n\n\n\n

Choose who you want to make it available to, choices include\n\u2013 User, Group or Everyone. <\/p>\n\n\n\n

Select the User by clicking Select<\/strong> underneath the Filter\n<\/strong>header. <\/p>\n\n\n\n

Click Create<\/strong>.<\/p>\n\n\n\n

NB. Users Inbox in the \u2018Sent to\u2019 field will show any active Tasks in the user\u2019s inbox that you define in the Select field. INCLUDING any sent to that user as part of any groups the user is in.<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Create a User View<\/strong><\/p>\n\n\n\n

Just as before you will select Create New View. Name the\nview to correspond to the User you are setting the View for.<\/p>\n\n\n\n

The difference with the Sent to: User<\/strong> selection, this View allows you to set further filters if required. See the image below.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The image here shows a simple View with filters applied to\ndisplay Active Patient content, Newest First. <\/p>\n\n\n\n

Other filters allow you to search for Completed Tasks, Sent\nby particular Users, Task types, priorities. If this maybe of use to your\npractice? <\/p>\n\n\n\n

NB. This view would only display Tasks sent directly to this user, not part of any groups. It\u2019s a convenient way of filtering content between individuals and the groups they are part of. Even the named user can use this as a filter.<\/strong><\/p>\n\n\n\n

Create a Group View<\/strong><\/p>\n\n\n\n

As before, create new task, name it after the group you wish to create a view for.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

And in the Sent To field, change this to Group and then\nSelect your group name. <\/p>\n\n\n\n

The same filters are available as the previous \u2018User\u2019\ntemplate you saw, and the Best Practice: Active, Patient View settings have\nbeen defined above.<\/p>\n\n\n\n

Copy Templates<\/strong><\/p>\n\n\n\n

Once you have created a template for a User, Group or Users Inbox, you can also Copy & Create a new template from an existing item, saving time and effort.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

On the right-hand side, click on the Action tab, and you will see Copy & Create New View. This will open a new view with the same config as the View you have just copied. Simply change the Name and the Sent To fields and Create. <\/p>\n\n\n\n

This article has been created by Kelva Barrett (Training and Implementation Consultant)<\/strong><\/p>\n","tags":[]}]}