Create And Edit Detail Page Layouts

Detail page layouts appear in the details pane when a user selects a document or tag to view its details. The property pages that are shown are specific to each document type or tag type in the repository. A repository may have any number of detail page layouts.

Note:

Although detail page layouts are defined within the context of a particular view, they are not view-specific and any changes to the layout in one view will be reflected in the other views in which the layouts are used. The layouts are specific to the document types or tag types to which they are mapped, which might not be intuitive in the user interface.

You may create one of each of the following property page types unless otherwise noted:

  • Content Page — a list of the content data available for the selected document; source, rendition, redlines, or hybrid parts.

  • External Page — a page from an external website.

  • Project Copies Page — a list of the project copies made of the selected document.

  • Property Page — the properties of the selected document or tag.

  • References Page — the references of the selected document.

  • Related Items Page — a list of related documents or tags.

  • Related Packages Page — the packages that contain the selected document

  • Revisions Page — the revisions of the selected document.

  • System Default — the system-generated (General) page that contains the thumbnail, filename, workflow, and reference information for the item.

ClosedCreate New Detail Page

To create a new detail page:

  1. In Meridian Enterprise Server Administration Console, in the Repositories group, click Views.

    The Explorer Views page appears and lists the existing views grouped by the repository that they were created for.

  2. Choose between two options:

    • Double-click the view that you want to configure.

    • Select the view that you want to configure and then in the toolbar, click Properties.

      Note:

      Do not click Edit. Clicking Edit allows you to edit the view's definition as described in Create And Edit Repository Views, not edit its configuration as described in this topic.

      The view's configuration pages appear.

  3. In the menu, click Property Pages.

    A page that lists the existing property pages and their options appears.

  4. Click New Page and select a page type from the shortcut menu.

    A new row for the page appears in the page list and the new page's options appear.

  5. Click options or type values using the descriptions in the following table. Not all options are available for each page type or for tag views.

  6. Click Save.

Detail page options
Option Description

Page type

 The read-only type of the property page.

Page map

Shows a count of the item types to which the page has been applied.

To quickly apply the page to every item type, click Use Everywhere. To quickly remove the page from every item type, click Use Nowhere. To apply the page to only specific item types, see the following task.

Caption

The caption of the page as you want it to appear to users.

Show property grid

Shows the specified properties and their values in a grid on the page.

Grid Columns

Lists the properties that will appear in the property grid.

To add a property:

  1. Click Edit.

    The Properties dialog box appears.

  2. Click Add Property.

    A new row appears in the property list.

  3. Click the row and then select a property from the list.

To remove a property:

  • Select the row and then click Remove.

    The row is removed from the list.

To configure the order that the properties appear in the grid:

  • Drag a row and drop it in the preferred location in the list.

When you are finished defining the property grid, click OK.

Reference types to hide

Lists the references types that will not be shown in the view.

To add a reference type:

  1. Click Edit.

    The Select Reference Types To Hide dialog box appears.

  2. Select each reference type that you do not want shown on the References page in Meridian Explorer.

    Note:

    References between documents and tags are not affected by this option. They will still be shown on the Related Documents or Related Tags pages.

  3. When you are finished defining the property grid, click OK.

    The reference type names are listed for the option.

Viewer options

 Select an option from the list to specify whether item content should be shown in a viewer window on the page.

URL

The URL of an external web page to show in the current page. This option is only available for external page type pages.The page must be able to be shown in a frame. For more information about specifying this option, see External Page URL Placeholders.

Enable feedback functionality

Enable this option to create a page specifically for feedback from an asset management system that is integrated with the Meridian Asset Management Module. For more information about this option including: the feedback properties, customizing the behavior of the feedback functionality with VBScript, showing additional information on the page, and adding custom command buttons, see Customize the Feedback Page Functionality.

Note:

  • Enabling this option also enables redlining in the viewer window. The redlines will be stored with their respective documents in the Meridian Enterprise vault.

  • We recommend that you use the feedback comments (discussions) feature that is described in Create And Edit Repository Views instead. Enable this option only for backward compatibility with customization or existing feedback that has not yet been processed.

Show in this view

 Enable to show this property page in the selected view. Disable to hide this property page in the selected view. The detail page must also be mapped to the item type as described in the task below for it to appear. This setting does not override the page mapping.

ClosedEdit Existing Detail Page

To edit an existing detail page:

  1. In Meridian Enterprise Server Administration Console, in the Repositories group, click Views.

    The Explorer Views page appears and lists the existing views grouped by the repository that they were created for.

  2. Double-click the view of the repository that you want to configure.

    The view's configuration pages appear.

  3. In the menu, click Property Pages.

    A page that lists the existing property pages and their options appears.

  4. Click the name of the detail page that you want to edit.

    The detail page's options appear.

  5. Select or type options using descriptions in the preceding table.

  6. Click Save.

ClosedMap or Unmap Detail Page from Item Type

To map or unmap a detail page from an item type:

  1. In Meridian Enterprise Server Administration Console, in the Repositories group, click Views.

    The Explorer Views page appears and lists the existing views grouped by the repository that they were created for.

  2. Double-click the view of the repository that you want to configure.

    The view's configuration pages appear.

  3. In the menu, click Property Pages.

    A page that lists the existing property pages and their options appears.

  4. Click Page Mappings.

    The Page Mappings dialog box appears.

  5. Select an item type from the Types list.

    The list of current property pages appears to the right.

  6. Select or clear the check box in the Mapping column accordingly or click Apply To All Types.

  7. Click OK.

  8. Click Save.

ClosedChange Order of Detail Pages

To change the order that detail pages are shown:

  1. In Meridian Enterprise Server Administration Console, in the Repositories group, click Views.

    The Explorer Views page appears and lists the existing views grouped by the repository that they were created for.

  2. Double-click the view of the repository that you want to configure.

    The view's configuration pages appear.

  3. In the menu, click Property Pages.

    A page that lists the existing property pages and their options appears.

  4. Click Page Mappings.

    The Page Mappings dialog box appears.

  5. In the Assignment column, drag and drop the pages into the order you want.

  6. Click OK.

  7. Click Save.

ClosedRemove Existing Detail Page

To remove an existing detail page:

  1. In Meridian Enterprise Server Administration Console, in the Repositories group, click Views.

    The Explorer Views page appears and lists the existing views grouped by the repository that they were created for.

  2. Double-click the view of the repository that you want to configure.

    The view's configuration pages appear.

  3. In the menu, click Property Pages.

    A page that lists the existing property pages and their options appears.

  4. Click the name of the detail page that you want to remove and then click Remove.

    A dialog box opens, asking you to confirm your choice.

  5. Click Yes.

    The detail page is deleted.

  6. Click Save.

2023

 

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