|
Location: Configuration  Dynamic navigator
Overview:
The dynamic navigation is a way to locate data in the system based on classification or attribute hierarchies. Classification hierarchy is based on the object properties. Whereas the attribute navigation generates the view hierarchy according to the values set for the attributes. Through this menu, it is possible to assemble and configure dynamic navigators that can be used to group actions and plans into hierarchy types on the main screens of the system, making it easier to locate them.
Specific buttons:
|
Click on this button to add a new dynamic navigator. See further details about this operation in the Configuring a dynamic navigator section.
|
|
Click on this button to edit the dynamic navigator selected in the list of records.
|
|
Click on this button to delete the dynamic navigator selected in the list of records.
|
|
Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
|
|
Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.
|
|
Click on this button to translate the name of the dynamic navigators displayed in the list of records. See further details about this operation in the Translating a dynamic navigator section.
|
Use the "Search filters" to easily retrieve records based on specific information.
|
|
