Creating a Browse perspective

Admin users can configure and manage preset Browse perspectives in the Configuration tool. Preset Browse perspectives cannot be changed by end users without admin privileges. Only admin users can alter table configurations using the Configuration tool within preset Browse perspectives. Customize view for preset Browse perspectives is disabled for admin and end users.

Preset work area and perspective configurations set by admin users become the default settings for assigned user groups. Columns and filters set by admins display to users. Admin defined filters cannot be removed by users once set. A tooltip message displays stating, "You cannot overwrite admin configurations." However, users can still manipulate and maintain zoom levels, column width, as well as add and maintain new filters in preset perspectives. Upon saving these changes, the 'Reset perspective' feature is enabled which allows users to revert to default perspective settings defined by admins.

Preset work areas can be duplicated and further customized by users in the duplication. Custom work areas, identified by a "Custom" visual marker next the work area name, are configured by the user and are customized based on user preferences and privileges.

After a work area has been created for selected user groups, admin users may create browse perspectives.

1. To create a Browse perspective, click the “+” sign in the upper right corner of the page. A dropdown menu will display. Select "New perspective."

2. Mandatory fields in the dialog will be marked with a red asterisk "*". Users cannot create a perspective without completing the mandatory fields.

   

   Name the browse perspective, select a hierarchy, and a top node. When all fields are complete the "Create" button will become active.

   

3. Click "Create" to create the new perspective. Next, click "Save " to save the new browse perspective.

   The new perspective will display beneath the work area in the navigation tree menu on the left side of the page.

   Note: Beneath the hierarchy box, there is a shortcut from the perspective configuration to the browse table. Click “Go to Browse tables” to go directly to the browse table

Creating a Browse table configuration in Specific views

Browse table configurations for end users can be maintained by admins in the Configuration tool under the Specific views tab. These tables are displayed when an end user selects a node in the Browse perspective tree. The browse table configurations are object type specific. One browse table configuration can be assigned to one or more object types. An object type can only be assigned to one browse table configuration.

1. To create a new browse table configuration, select the Specific Views tab.

   

2. Select the “Browse table” root node in the tree.

   

   Click the “+” in the upper right corner of the page. A “New Browse Table” dialog will display. Name the configuration and select one or more object types.

   

3. Click “Create” to create the new browse table configuration. Five default columns will display in the “Table settings” section: ID, name, object type, completeness, and primary image. Admin users can customize which columns display as well as add attributes, attribute groups, and reference types using the search field or Node Picker. Using the Node Picker, admins can select the column sequence by dragging and dropping the order of the columns in the “Selected Columns” section.