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Navigator View Settings

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Navigator View Settings

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The view settings for a navigator view can be modified in the View Settings dialog accessible by clicking the btn_view_settings button when the Navigator View is open.

 

 

General

The General tab shows the name and description of the View Settings.

 

Select the Publish in Portal check box to have the view settings (hierarchy) selectable in the Navigator view of QPR Portal.

 

Elements

The Elements tab shows which elements are shown in the navigator views list. The tab is divided into two groups: Hierarchy and Additional Elements.

 

The Hierarchy group is used to select the shown hierarchy:

Elements as list: selecting this will make the view show the element types selected in the Additional Elements group as a simple list, i.e. no hierarchy at all.
Relation hierarchy: selecting this will make the view show the element types and relation attributes (i.e. connectors and relation type custom attributes) selected in the Additional Elements group.
System hierarchies: selecting one of these hierarchies will make the view show the elements of the corresponding fixed element types. See the topics Process Hierarchy, Organization Hierarchy, Notes Hierarchy, Resource Groups, Resource Pools and Information Hierarchy for more information.
Custom hierarchies: selecting one of these hierarchies will make the view show the elements in the user defined element hierarchy.

 

The Additional Elements group is used to select additional leaf nodes for the hierarchy. The contents of the Additional Elements group depend on the hierarchy selected in the Hierarchy group:

Elements as list: all element types available in the model.
Relation hierarchy: all element types and relation attributes can be selected. There are three selection types. If the check box has a check mark, the item can be at root level in the hierarchy. If the check box is filled, the item can appear only as a child node in the hierarchy. If the check box is unchecked, the item is not shown on the hierarchy.
Process hierarchy: any non-subprocess process step type, connector type, custom element type, store type and group instances are shown as leaf nodes for the process levels they exist in. Resources (allocated to), note (connected to) and organization item (belongs to) are shown as leaf nodes for the previously mentioned leaf nodes and subprocess nodes.
Organization hierarchy: process step types and resources that belong to an organization item are shown as leaf nodes of the organization item.
Information hierarchy: process step types, connector types and element types are shown as leaf nodes if an information item is connected to the element.
Notes hierarchy: none
Resource Group hierarchy: process step types, connector types and element types are shown as leaf nodes if the resource is used in the element.
Resource Pool hierarchy: process step types, connector types and element types are shown as leaf nodes if the resource is used in the element.
Custom hierarchies: connector types (incoming and outgoing flows), resources (allocated to), notes (connected to), information items (connected to).

 

pic_navigator_view_settings

The Elements Tab of the Navigator View Settings Dialog and Additional Elements Shown as Leaf Nodes in the Default Settings View

 

Columns

The Columns tab lists the columns that are shown in the navigator view. To add a column, click the Add button, type a name for the column in the Label field and select the attribute to be shown from the drop-down menu. To remove a column, select the column to be removed and click the Remove button. Note that the last column cannot be removed. To change the order of the columns, select a column and click the Up or Down buttons.

 

 

See the View Settings topic for instructions on how to delete or copy a navigator view or how to create a new navigator view.

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