BlueCielo Meridian REFSYS 2012 Configuration Guide | BlueCielo ECM Solutions

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Navigation views

Navigation views can easily be added or modified for the environment. Many views have already been defined and often changing an existing view is easier than creating a new view. If you do add a new view, it is important that you add the view to the correct scopes and security groups.

Since the vault branch names can be changed based on settings, they are not reliable for use in navigation view filters. Instead, consider using the conditions described in the following table to filter out documents.

Recommended navigation view filters
Branch or Group Filter Condition

Archive branch

RetentionModifiedBy is empty

Masters branch

StatusPublished is True and Renditions = False and Plant is not empty

Renditions branch

Rendition equals true

Plant group

Plant is not empty

Generic group

Plant is empty, Project is empty

Project Attachments group

Plant is empty, Project is not empty

Related concepts

Branch names

Project naming convention

Scopes


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