BlueCielo Meridian Enterprise Server 2017 Administrator's Guide

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Creating and editing 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:

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.

  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 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.

Note    If this option is disabled, the page will not be shown in the iPad web client application.

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 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.

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 the BlueCielo Meridian Asset Management Module Administrator's Guide.

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.
  • Pages with this option enabled are not shown to iPad users.
  • We recommend that you use the feedback comments (discussions) feature that is described in Creating and editing repository views instead. Enable this option only for backward compatibility with customization or existing feedback that has not yet been processed. For information about using discussions, see the BlueCielo Meridian Explorer User's Guide. For information about the permissions that are required to work with discussions, see Creating and editing permission levels.

To edit an existing detail page:

  1. In Meridian Enterprise Server Administration Console, in the REPOSITORIES group, click Views. The Views page appears and lists the existing views.
  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.

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 Views page appears and lists the existing views.
  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.

To change the order that detail pages are shown:

  1. In Meridian Enterprise Server Administration Console, in the REPOSITORIES group, click Views. The Views page appears and lists the existing views.
  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.

To remove an existing detail page:

  1. In Meridian Enterprise Server Administration Console, in the REPOSITORIES group, click Views. The Views page appears and lists the existing views.
  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 confirmation dialog box appears.
  5. Click YES. The detail page is deleted.
  6. Click SAVE.

Related tasks

Creating and editing repository views

Copying repository views

Configuring repository views

Configuring the results grid layout

Configuring the advanced search page

Configuring property-based navigation

Creating and editing navigation view layouts

Creating and editing view filters

Disabling and enabling repository views

Deleting repository views

Arranging repository views

Exporting views

Importing views

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