Create And Edit Navigation Views

Well-designed navigation views meet the needs of every type of system user.

We recommend that you gather the search requirements of the system's various user types before creating new navigation views. Design each view on paper first, trying to consolidate the requirements of different user types into a single view wherever possible. Also strive to reduce the number of levels of each view to four or less to minimize the number of mouse clicks users must perform to find documents. Begin creating navigation views when your designs are optimized.

To create and edit navigation views:

1. In Configurator, expand Views in the configuration tree to display the existing navigation views.

2. Choose between three options:

   • To create a new navigation view:

     1. On the Edit menu, select New Navigation View.

        A new navigation view is added to the configuration tree and its property pages appear in the right pane.

     2. Proceed to step 3.

   • To edit a navigation view:

     1. Select the navigation view.

     2. Click Edit.

     3. Proceed to step 3.

   • To delete a navigation view:

     1. Select the navigation view.

     2. On the Edit menu, select Delete.

3. On the General page, click options or type values using the descriptions in the following table.

   Navigation view general options

   Option	Description
   Display Name	Type the name of the navigation view as you want it to appear to users. This name should reflect properties or documents that it displays or the business purpose for which it is designed.
   Name	A default internal name is calculated. Accept the default in most cases.
   Can be used in the past	Allows this view to be selected when the user is viewing the vault as it existed in the past.
   Flexible depth view	If enabled, the branches of the view can be different lengths, depending on the presence or absence of the property values of documents. If disabled (default), all branches of the view are the same length and all of the documents that are included in the view appear at the last level of each branch. Note: Enabling this option makes the Show a folder named <No Value> for documents that do not use this property option unavailable on the Levels tab that is described in Configure the Levels of a View. This option only hides branches when the document properties are Null. Null is different than Empty. Empty is considered a value. To set an empty value, use an empty string (""). A property is Null before it has been set to any value or if it has been set to Null with scripting.

4. To restrict the use of this view to specific users, click the Privileges button.

   For more information about security roles, see Security Roles.

5. Select or type options on the Levels page, as described in Configure the Levels of a View.

6. Select or type options on the Document Type Filters page, as described in Limit the Document Types Shown In a View.

7. Select or type options on the Property Filters page, as described in Limit the Documents Shown In a View.

8. Select or type options on the Columns page, as described in Configure Navigation View Columns.

9. If you need to give site specific access to a view and you have privileges to do so:

   1. Select the Scope page.

   2. Select the check boxes for the scopes that you want the view to be available for.

10. Click OK.