Views are similar to folders, except that instead of adding documents to them, views will search the case for a set of profiles, such as evidence, or facts, or key extracts, etc., and display them grouped and sorted in a specific way. For example, the Chronologies set of views shows case events.
In the screenshot below, events are grouped by Issue/Topic, and shown in descending time order.
- To display a particular view, click on its grey button as above.
Views are designated by [L+] or [R+] for left and right navigators respectively in the documentation.
- In any view, double click a profile's row to open it.
- To edit a profile, either
- double click on white space or right click and choose 'Edit' in an open profile, or
- highlight its row in the view and press <Ctrl-e>.
- To select several profiles in a view, click next to their rows in the selection margin. Each selected row displays a check mark. You can also select profiles by using the space bar.
To find a particular row which has a unique word or phrase, search the view by choosing "Find/Replace" from the "Edit" menu or pressing <Ctrl-f> The following dialogue box is displayed.
Unlike searching, Find/Replace only searches visible content to locate something on page. Therefore, if a row is collapsed, its content will not be searched. You can expand all rows with the following button or press <ctrl +>.
Some columns titles have one or two small black arrows and/or a caret to the right of their title.
The arrows switch the current view and the caret sorts the view by that column's contents. Clicking the caret again clears the sort and restores the view to its normal display, or, if there are two carets, sorts the column in the reverse order.
How to use these fast shortcuts is explained in detail here.
Switching views while keeping your selection
If you hold the Ctrl key down while switching views, the currently selected document, extract or fact profile(s) are automatically selected in the new view. This is very useful when exploring and lets you to switch from view to view while automatically keeping the same profile(s) selected to immediately seeing other relevant profiles in its category.
How to use switching is explained in detail here.
Collapsing and/or refreshing views
Some Notes versions display views with all categories expanded. Press <Shift -> or click the "Collapse All" button to close them.
In some instances after changes or edits to a document, views may not automatically refresh. In that case, a button with a circular arrow indicating this is shown in the top left corner of the centre pane. Click the button or press <F9> to refresh.
Sometimes, although very rarely, views will not update themselves even after pressing the <F9> key and must be rebuilt. Do this by pressing <Shift-F9> to rebuild that view, or <Ctrl-Shift-F9> to rebuild all views. Note that rebuilding all views with <Ctrl-Shift-F9> can take some time, several minutes or more, on large databases.