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How do I create a Site Level Navigation Tree?

A Navigation Tree is a hierarchical list of subject headings to which you may associate documents and / or processes. This helps you to categorise and organise your project documents and process items and provides and alternative search method. Navigation Trees can be created at either Project or Site level, but Site level trees must be imported into a Project before they can be used. If a tree is to be used on several Projects on the same Site, it should be created at Site level and copied to the individual projects. Click here for more information on how to import a Navigation Tree.

To create a new Site level Navigation Tree:

  1. Click on Administration -> Site-> Configuration -> Navigation Trees
  2. Click Add New
  3. Give the Navigation Tree a name
  4. Set the other settings as required (these can be altered later if necassary)
  5. Click Add

Site Level Navigation Tree settings:

  • Active - tick to make the Navigation Tree available. You can leave the tree Inactive while it is configured, but it does need to be made Active when it is ready for use
  • Secure Tree - is used by the NavForm process. NavForms are bespoke processes created by conject and secure trees are currently not used outside of this process.
  • Show Combined Data - if ticked, then when you select a node you will see documents associated to that node AND all the nodes below it in the hierarchy. Unticked, you will be able to select and view items from a single node.

Navigation Tree Structure:

Once the tree has been created, the structure of subject headings and sub-headings must be created. These are referred to as Nodes and are easiest to explain by example...

  • Root Node
    • Parent Node 1
      • Child Node 1a
        • Child Node 1a.1
      • Child Node 1b
        • Child Node 1b.1
        • Child Node 1b.2
    • Parent Node 2
      • Child Node 2a
        • Child Node 2a.1

Here, we have a Root Node which contains two Parent Nodes (Parent Node 1 and Parent Node 2). Inside each of the Parent Nodes, there are two levels of Child Nodes (ie, Child Node 1a and Child Node 1a.1). Note that Nodes can be both Parent and Child:Child Node 2a is a Child of Parent Node 2 and a Parent of Child Node 2a.1

To create your Structure and Nodes:

  1. Click on Administration -> Site -> Configuration -> Navigation Tree
  2. Click on the name of theNavigation Tree you have created - this where your Nodes are created

To create a Node (eg, Parent Node 1 in the example above):

  1. Right click on the Node which is to be the Parent of the new Node (eg, Root Node)
  2. Select Add a Node from the menu
  3. The new Node is created
  4. Name the Node as required (eg, Parent Node 1) and press Enter
  5. Repeat untill all required Nodes have been created

Note:

  • The Root Node will be created at the same time, and have the same name as, the Navigation Tree you have created (this can be re-named if required)
  • You can edit the order your Child Nodes appear within their Parent by using Move Upand Move Down
  • You can delete a Node by right clicking on it and selecting Delete a Node
  • To rename a Node, click on the Node name to highlight it, then click on the name again to make the name editable - edit the name as required and press Enter
  • If you see a delimeter (//) after the names of your Nodes, you should enter a reference for each Node after this delimeter. For example, Parent Node 1//PN1. This reference is used in Automatic Document Numbering(clickherefor more information)
  • Nodes which contain other Nodes appear withthis icon Folder icon- Nodes which do not contain other Nodes appear with this icon Sheet of Paper icon
  • You can expand or collapse each Parent Node by clicking the Plus(to expand) or Minus(to collapse) icons - alternatively, you can use the Expand Alland Collapse Allbuttons
  • You can batch create, edit and delete Navigation Tree Nodes - for more information, click here

Rights: Only Site Administrators can create Site Level Navigation Trees.