Creating and editing navigation view layouts

A navigation view is shown when Meridian Explorer users select the Navigation view option in the Search ribbon. A navigation view layout displays documents or object tags in a repository organized in a hierarchical folder structure according to a predefined set of properties. Users can browse and select from the existing values for a property at each level of the view in order to find documents or object tags with the selected values. Meridian Explorer navigation view layouts are similar to Meridian Enterprise navigation views. A repository may have any number of navigation view layouts for use in different repository views.

The items that are shown in a navigation view are determined by a filter that is configured as described in Creating and editing view filters.

To create or edit a navigation view layout:

1. In Meridian Enterprise Server Configurator, in the Repositories group, click Views. The Explorer Views page appears and lists the existing views.

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

   OR

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

   Note    Clicking Edit allows you to edit the view's definition as described in Creating and editing repository views, not edit its configuration as described in this topic.

   The view's configuration pages appear.

3. In the menu, click SEARCH SETTINGS. A sub-menu and options for the feature category appear.
4. In the sub-menu, click NAVIGATION VIEW to show the available options and the list of existing navigation views.
5. Click options or type values using the descriptions in the following table.

To create a navigation view:

1. Click New. A new view named Untitled appears at the bottom of the navigation view list.
2. Double-click the view's name to edit the name.

To configure a navigation view:

• Select the navigation view that you want to edit in the list and then click Edit. The NAVIGATION VIEW - EDIT dialog box appears.

To add a property level to a navigation view:

1. Select the navigation view that you want to edit from the list. The view's current navigation levels appear.
2. On the HIERARCHY page, click Add Level. A new child level is added to the bottom of the view.
3. Click Change and then select a property from the list.

To remove a level from a navigation view:

• Select a level in the view and click Remove. The level is removed from the view.

To change the order of levels:

• Drag a property’s icon to the preferred location in the list and drop it when the tooltip icon looks like . The property is moved to the new location. The tooltip icon indicates an invalid destination.

To remove navigation views:

• Select one or more rows in the view list and click Remove.The selected views are removed from the list.

6. Click SAVE.