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Dynamic navigator

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Location: Configuration Dynamic navigator

 

Prerequisites:

None

Optional:

Attribute

Team

 

Overview:

Dynamic navigation is a way to locate data in the system based on classification or attribute hierarchies. Classification hierarchy is based on object properties. Whereas attribute navigation generates the view hierarchy according to the values defined for the attributes. Use this menu to assemble and configure the dynamic navigators that may be used to group the categories, in the type hierarchies, in the system's main screens.

 

Specific buttons:

Click on this button to create a dynamic navigator. See further details about this operation in the Configuring a dynamic navigator section.

Click on this button to edit a dynamic navigator. Select the desired record before clicking on the button.

Click on this button to delete a dynamic navigator. Select the desired record before clicking on the button.

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 for the parameters that may be used in the configuration of new reports.

Click on this button to enable/disable the selected record on the main screen. To view the disabled records, use the "Status" field of the General filters, on 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 the desired records based on specific information.