Working with Navigation views

You can manipulate Navigation views in some of the same ways that you can in Windows Explorer. The changes that you make are saved between sessions.

To sort documents in a Navigation view based on a particular column:

1. Click the column heading that you want to sort on and then click Ascending or Descending. An arrowhead icon in the column heading indicates the current sorting column and sort order.
2. Click the column heading again to reverse the sort order.

To change the order of columns:

• Click the column heading, drag it, and drop it in the desired position.

To change the visibility of columns:

1. Right-click a column heading. The Columns to Show dialog box appears.
2. To hide a visible column, clear its checkbox.
3. To show a hidden column, select its checkbox.
4. To restore the default column visibility, click Restore To Defaults.
5. When you are done setting the column visibility, click OK.

To sort documents in a Navigation view based on a particular column:

1. Double-click the column heading that you want to sort on. An arrowhead icon in the column heading indicates the current sorting column and sort order.
2. Double-click the column heading again to reverse the sort order.

To adjust the width of a column:

• Hover the pointer over the right column divider of the column that you want to resize until the pointer appears as a double-headed arrow . Then click and drag the column divider until the column is the desired width and release the column divider.

To change the order or visibility of columns:

1. Press and hold the Ctrl key while right-clicking a column heading. The Configure Columns dialog box appears.

2. To hide a visible column, clear its checkbox or select it and click Hide.
3. To show a hidden column, select its checkbox or select it and click Show.
4. To move a column, click and drag it to the desired position or select it and click Move Up or Move Down until it is in the desired position.

In addition to the preceding actions, you may also filter the documents shown in the following view types based on the property values of the documents that are shown in these views:

• My Search Results
• Dynamic collections

You do this by defining a filter similar to defining a filter in Microsoft Excel.

Note    Filters are disabled when the Load Navigation view data on demand option is enabled as described in Setting advanced options.

To filter a view based on the values of the columns that are shown:

1. Right-click the column header of the property upon which you want to filter the view. A dialog box appears containing filter options and a list of the values for the selected property. The values are those that are used by the documents that are shown in the view. By default, all property values are selected.

2. Clear the property values that you do not want shown in the view and click OK. The view is refreshed to show only those documents that have the selected property values. A filter icon appears in the column header to indicate that a filter is active. The icon also appears in the context bar to indicate that a filter is active that might not be visible without scrolling the view pane horizontally.

   Enable Remember this filter to retain the filter settings between sessions. The filter will also be applied to the other views that can be filtered.

To remove a filter on a column:

1. Right-click the column header of the property for which you want to remove a filter. A dialog box appears containing filter options and a list of the values for the selected property.
2. Select Reset this filter. To remove all filters, select Reset all filters. The view is refreshed to show the resulting documents.

Or

1. Click the filter icon in the context bar. A dialog box appears that prompts you to confirm that you want to reset all column filters.
2. Click Yes.