Creating and editing navigation views

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

Before you begin

We recommend 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. To delete a navigation view, select it and on the Edit menu, select Delete.
3. To edit a navigation view, select it and click the Edit button.
4. To create a new navigation view, 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.
5. On the General page, Click options or type values using the descriptions in the following table.

6. To restrict the use of this view to specific users, click the Privileges button. For more information about security roles, see Understanding security roles.
7. Select or type options on the Levels page, as described in Configuring the levels of a view.
8. Select or type options on the Document Type Filters page, as described in Limiting the document types shown in a view.
9. Select or type options on the Property Filters page, as described in Limiting the documents shown in a view.
10. Select or type options on the Columns page, as described in Configuring navigation view columns.
11. Click OK to save your changes.