Hi, really useful video - have a quick question (hopefully not a stupid one!), I created a content library Sharepoint site for the company I work for and have over a hundred document libraries spread over a Sharepoint site each holding multiple documents, but all have the same document types i.e brochures, white papers, web assets - if I set up the Meta Data filter for one library for document types - is there a way of copying the filter settings and applying them to the rest of the libraries - i.e not create a new filter for each library? hope that makes sense!
Thanks, love the video. The one thing I'm struggling to find though, is how we save a pre-filtered search. In my case, I'm effectively trying to use sharepoint as an intranet and really want to simplify the user interface for most users by having links that take them to an environment where only the docs they are looking for are presented. Most are not very computer savvy and we have approx 4000 docs. Example; user is presented with a home page that has 'buttons' for different doc types ("drawings", "procedures", etc.) and when they click on this they are taken to a pre-determined/filtered search showing only that doc type. Any thoughts?
Absolutely - you want a View. On the Library, click the Gear Icon, and go to Library Settings. Then, create a new View. This View can have any filter on it. Once you create this view, you'll notice that the view has its own address. You can use this as a link anywhere, to send people to a pre-filtered set of documents.
Life saver, honestly searched through loads of .. useless vids to finally find this useful information 🎉
Hi, really useful video - have a quick question (hopefully not a stupid one!), I created a content library Sharepoint site for the company I work for and have over a hundred document libraries spread over a Sharepoint site each holding multiple documents, but all have the same document types i.e brochures, white papers, web assets - if I set up the Meta Data filter for one library for document types - is there a way of copying the filter settings and applying them to the rest of the libraries - i.e not create a new filter for each library? hope that makes sense!
Thanks, love the video.
The one thing I'm struggling to find though, is how we save a pre-filtered search. In my case, I'm effectively trying to use sharepoint as an intranet and really want to simplify the user interface for most users by having links that take them to an environment where only the docs they are looking for are presented. Most are not very computer savvy and we have approx 4000 docs.
Example; user is presented with a home page that has 'buttons' for different doc types ("drawings", "procedures", etc.) and when they click on this they are taken to a pre-determined/filtered search showing only that doc type.
Any thoughts?
Absolutely - you want a View. On the Library, click the Gear Icon, and go to Library Settings. Then, create a new View. This View can have any filter on it.
Once you create this view, you'll notice that the view has its own address. You can use this as a link anywhere, to send people to a pre-filtered set of documents.
@@KnackTraining Nice tip ! thank you, he can also create a separate document library and link that library to his homepage.