Navigation
The navigation area is your personal workspace. The search bar allows you to access full-text and portfolio queries with variables more quickly via the navigation. The corresponding search forms are shown on the navigation area.
You can also place links to object references, saved searches, search forms, and links to external applications on the navigation area, as well as group them. Double-click an entry on the navigation area to start searches, object references, and external applications.
Groups in Navigation
If you want to manage object references, saved searches, search forms, or links to external applications via the navigation area, you will have to first create a group.

To create groups, follow these steps
-
Open the navigation.
- Right-click the toolbar to open the context menu in the navigation area.
-
Go to Add > Object group.
The Create group window will now open.
- Enter a name for the group.
- Click OK or press Enter.
The group is created and will open.
The content area of a group can be shown and hidden using an arrow. Drag the required objects onto this area to create object references.

Groups in the navigation can be deleted and renamed in the GROUP ribbon tab or the context menu. The order of the groups in the navigation area can be changed using the mouse. Simply click the group while pressing the mouse button down and move it to another position.

You can assign an icon to every group. Click Select icon item in the context menu to open the Icon assignment dialog. The dialog offers all pre-installed icons from a group and allows you to upload additional icons.
You will need the appropriate system role to load and delete icons. Access rights and system roles are assigned by your administrator.
If you want to load icons, select the General icons (user-defined) group, click the Load button, and choose an icon file (.ico) from the file selection dialog.
If you select a library (.dll) or a program (.exe), all icons contained in the file will be displayed.
You can select the required icons and apply them.
The imported icons will be placed in the General icons (user-defined) group. The assignment must be saved before you can use the icons.
Groups, like queries, can be removed from the navigation area using the context menu.
Object References in the Navigation and Object Search
All objects that are shown in the object search and all objects in a hit list or folder window can be dragged onto the content area of a group in order to create an object reference. You can also drag objects from hit lists or folder windows into the object search and create object references there.
To create object references, follow these steps
-
Open the navigation or the object search.
-
Open the content area of a group using the assigned arrow.
-
Select an object in the hit list or a folder window.
You can also select an object in the object search if you want to create an object reference in the navigation.
-
Drag an object to the content area of the group in the object search or navigation while holding the mouse button pressed down.
An object reference will be created.
Using the context menu, you can edit objects on the navigation. The functions will vary depending on the object type.
Queries in the Navigation Pane
The navigation area provides quick access to queries with variables, full-text queries, and portfolio queries. The forms for these queries are not opened in a new window on the desktop; rather, they can be shown and hidden in the navigation area.

Go to Add > Portfolio query in the navigation's context menu to integrate a portfolio search form into the navigation.
The form can be shown and hidden using the associated arrow.

Go to Add > Query with variables in the context menu of the navigation pane enables you to add an existing saved search with variables (see 'Saved Searches') to the navigation pane.
Select the required query and confirm by pressing OK.
The query is shown on the navigation.
You can show and hide the form using the associated arrow.

Go to Add > Full text query in the navigation's context menu to integrate a full-text search form into the navigation.
You can show and hide the form using the associated arrow.
Unlike full-text search forms which you open from the object search, you use the navigation to create configurations for object selection in the case of full-text queries. You then enter search terms and select a configuration for the query.
|
Configurations are created via the configuration icon used to select objects. |
Name the configuration, select the items you want to search for, and confirm by pressing OK.
The configuration is saved and can be selected for the search from the configuration list. Configurations set up here are also available for full-text searches from the input field located on the right side of the ribbon.
The <list> configuration is always available. This configuration links the full-text search with the active list, for example, the folder content, a hit list, or a portfolio.
The configuration <all> applies full-text searches of all objects.