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Enabling 'Sticky Views' and 'Folder Name' views

Colin Titmuss
  • Updated

MacroView DMS will automatically select the default view defined in SharePoint for a library when the library or any of its folders or document sets are selected.  The 'Sticky Views' and 'Folder Name Views' options in DMS allow enhanced control over the view that is selected as users switch between folders and document sets.

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Sticky Views

If Sticky Views are enabled the current selected view name will be remembered between libraries. When moving from one library to the next if the destination library has a view matching the one selected in the previous library that view will be automatically selected.

Folder Name Views

If Folder Name Views are enabled and the name of the selected folder or document set matches a view name in the library, the view with the matching name will be automatically selected.  This includes where the view matches the folder or document set name with an additional ‘s’.  For example if the folder name is ‘Email’ the ‘Email’ or ‘Emails’ view will be automatically selected.

If both 'Sticky Views' and 'Folder Name Views' are enabled the 'Sticky Views setting takes precedence over the 'Folder Name View'. 

 

Personal Views

From MacroView DMS 8.9.1468 and later, Personal views can be added with a name that resembles an existing public view.

See more to create, edit and save personal views.

When creating a personal view name corresponds to a public view, a prefix "[Personal]" will be added to the name.

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Things to note:

  • When both 'Sticky Views' and 'Folder Name Views' settings are enabled the 'Sticky Views setting takes precedence over the 'Folder Name View'.
  • Personal views take precedence over public views when the view name matches the currently selected folder name when using 'Folder Name Views' setting.
  • A view with a "[Personal]" prefix gets selected if that view matches the folder name except for the "[Personal]" prefix and an additional s (e.g. folder "Email" matches view "[Personal] Emails")
  • The prefix prefix is localised when using a different language than English when selecting a different language in MacroView DMS settings.

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