Navigate Workplace
Workplace provides several ways to navigate through the available pages, views, and tools. This topic explains the items that are common throughout Workplace. Common navigation areas include:
NOTE Security permissions control what you can see in Workplace. You might not have access to specific primary views, object stores, folders, stored searches, documents, or objects. Permissions also control what you can do with an object. For more information on security, see Manage Security.
Banner links
The Workplace banner at the top of the screen provides links for navigation and identifies the current user. The current user and the date are displayed in the lower left corner of the Workplace banner. The Workplace graphic is a link to the "home" page. Clicking the graphic is the same as clicking the Home link on the right side of the banner. The right side of the Workplace banner provides additional links:
- When you click Help, a context-sensitive help page opens to explain your current location in Workplace. For more information, see Get Help.
- When you click Home, Workplace returns to the primary view that you or your administrator have defined, for example the Browse page. This will be the view you see when you first log on.You can change the primary view setting for the home link from User Preferences.
- When you click Preferences, Workplace displays the User Preferences page for you to view or modify your personal settings for Workplace.
- When you click Sign Out, Workplace terminates your current session and returns you to the Sign In page.
- If any add-on applications are installed, click the name in the upper right corner of the banner to open that application.
Primary view toolbars
The top toolbar (or Tab bar) is located just below the banner, and the bottom toolbar (or Footer) is located at the bottom of the page. Your administrator determines whether these toolbars display. The default is to display the top toolbar but not the bottom (footer) toolbar. Each primary view that you have access to is listed. Click on a primary view name to go to that view, such as Browse.
Left sidebar view navigation
Many pages in Workplace provide you with different views. For example, the Browse primary view provides a view for each object store. Wherever you navigate in Workplace, setting the view works the same way and accomplishes the same goals.
In Workplace primary view pages, the left sidebar of the window displays the primary pages and their views for you to navigate. The example below shows the navigation pane for the Browse page with the Corporate object store selected.
Left Sidebar | Description |
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Your current view is always highlighted in the left sidebar. In this example, the Corporate object store is selected under Browse. The first time you access a specific view in a new browser session, the top-level item is highlighted. For example, when you first open the Browse page, Browse is highlighted in the left sidebar, and a list of object stores is displayed. Once you select an object store, the left sidebar is updated to highlight the selected object store. When you navigate away from a section, your last location is remembered. For example, if you work in the Corporate object store in Browse, then switch to Tasks, and then click Browse in the left sidebar, the Corporate object store is highlighted in the pane. In contrast, if your home page is set to Browse, when you click Home, you will select an object store and go to the top level of folders in that object store, as if you had just logged in. You can expand the display for a different section, or you can jump to a different view. |
To navigate with the left sidebar
- Click the expand arrow to open a section without changing the view. The section is expanded to display the views, but you remain in your same view.
- Click the contract arrow to close a section without changing the view. The section is collapsed. You cannot collapse the display for the current page.
- Click the name of a view to go to that view. For example, click Tasks to open the Tasks page.
- When you click a view from the top or bottom toolbar, the left sidebar is updated.
Path navigation
Path navigation allows you to navigate quickly up and down through the hierarchy of Object Stores, Folders, Searches, or other hierarchy.
The path information displayed on the Browse page tracks your navigation and also provides a means for you to return up the path. For example, suppose that you want to select your object store and browse through the hierarchy of Folders and Searches to find and select the folder that contains the document you are looking for.
The path could take a similar form:
Path: Object Stores > Corporate > Benefits
which represents the Benefits folder located in the Corporate object store.
Each part of the path represents a navigation level, and you can click in the path to change or refresh the display.
- Object Stores is the top-level navigation point for most locations where the path is displayed. Clicking Object Stores refreshes the current view with a list of available stores.
- Corporate represents the selected object store. Clicking Corporate refreshes the current view with a list of the top-level folders and stored searches in the Corporate object store.
- Benefits represents the selected folder. Clicking Benefits refreshes the current view with a list of the folders, stored searches, and objects in the Benefits folder.
The folder can contain subfolders. An "Items found" list shows you the contents of the folder. For example, you can locate and select a Microsoft Word document named "Annual Benefits Summary."
Path tree view
In addition to navigating by clicking on the names within the path, the path can include the arrow tree view icon depending on the preference set by your administrator. Clicking either the word Path or the arrow icon displays the tree view navigation panel over the current page. This same style of hierarchical tree occurs throughout the interface when you are selecting properties, objects, and classes. Some items can be listed in an ordinary list. Others are listed in tree view.
For any object listed in the path, there can be sub-objects. When there are more of these sub-objects than a configurable number (default is 50), items are organized into groups. For example, if you don't see what you are looking for in the first group (1-50), click the next link to try the next group. You can also click the numbers, such as 51-81 directly. The number of groups can vary so that not all of them are shown at once. Once you've moved beyond the first group, there is a previous link as well. The tree view panel remains displayed until you click outside of the panel.
- Click the plus sign icon to expand an entry in the tree. When you expand a level, the plus sign icon changes to a minus sign icon. You can expand more than one level to view multiple sections of the tree.
- Click the minus sign icon to collapse an entry in the tree. When you collapse a level, the minus sign icon changes to a plus sign.
- Click number ranges at the ends of a list to move through the groups more rapidly.
- Click an object name to select the item, such as a specific folder. The tree view panel closes, and your selection is added to the path.
- Click outside the panel to close the tree view without changing your selection.
NOTE
- Depending on the Search Selection Mode user preference you selected for performing a search, you might see a flat list or folder navigation displayed when you change searches. The flat list displays the object stores and all searches stored within. The folder navigation displays the object stores and you navigate to the folders that contain all searches stored within their respective folders.
- Your site administrator determines the maximum number of folders that can be displayed in Workplace. If there are more folders than the maximum value, those items are not displayed. Instead you will see a warning message about the additional items and you can search and retrieve those items.
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