Creating and editing navigation view layouts

Navigation views are shown on the Navigation Views page of a repository view. 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 the Meridian Explorer Configurator, in the left pane, select the view of the repository that you want to configure. The selected view appears in the right pane.
2. In the right pane, click the button for the view that you want to configure. The view's configuration options appear in a new page in Configurator.
3. In the navigation pane, click Navigation Views to show the current views.

To create a navigation view:

1. Click New Navigation View. A new view named Untitled appears at the bottom of the navigation view list. By default, it is visible for the current view family, as indicated by the icon. Navigation views that are invisible for the current view family are indicated by the icon.
2. Click the view's name in the right column to edit the name.

To add a 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. Right-click the parent level within which you want to create a new child level and click Add Level. A new child level is added to the selected level.
3. Click Change. The level becomes a list from which you can select a property for that level.

To remove a level from a navigation view:

1. Select the navigation view that you want to edit from the list. The view's current navigation levels appear.
2. Right-click a level in the view and select Remove. The level is removed from the view.

To configure the level hierarchy of a navigation view:

• Select the navigation view that you want to edit from the list. The view's current navigation levels appear.

To change the vertical order of levels:

• Drag a source level's icon to the preferred location in the list and drop it when the tooltip icon looks like . The source level is moved to the new vertical location.

To change the horizontal order of levels:

• Drag a source level's icon to the preferred location in the list and drop it when the tooltip icon looks like . The source level is moved to become a child of the destination level.

The tooltip icon indicates an invalid destination.

To change the visibility of a navigation view:

1. For the view that you want to change, click its icon in the left column. The icon becomes a checkbox.
2. Select or clear the checkbox accordingly.
3. Click outside the cell. The checkbox becomes the corresponding icon.

4. Click Save Changes.