Create navigation hierarchy

Define your own navigation options for the portal. You can use hierarchies to control how portal users can quickly navigate to relevant information. These hierarchies map the relationships between superior and subordinate item types.

You can define your own hierarchies for each user-defined modification set.

Prerequisite

Procedure

  1. Open a user-defined modification set for editing.
  2. Click Hierarchies on the Define modification set page.

    All hierarchies defined in this modification set for navigation are displayed. By default, these are the hierarchies from the template from which the user-defined modification set was derived, for example, Processes, Organizations, IT systems, or Groups. You can activate or deactivate these hierarchies marked with system, or change the order in which they are displayed in the portal.

    Unused hierarchies are shown in strikethrough formatting and are not displayed in the portal.

  3. Click Create. The corresponding dialog opens.
  4. Specify the name for the hierarchy to be displayed in the portal in all languages. This name is shown in the portal as another navigation option. If the name is not specified in a language, it is displayed in English in the portal.
  5. Click Next. The Create hierarchy – Specify hierarchy structure page opens.
  6. Click Select item. All items that are defined in the modification set are displayed.
  7. Select the first item. The item is inserted.
  8. Move the mouse pointer over the item and click Add Add.
  9. Click Select item/property and select an entry. The second item must be of the same type as the first item. If it is not, a hierarchy cannot be created. The selected property or the item is made subordinate without space. The name of the property of the subordinate item is shown in parentheses.
  10. Add further items in the same manner. The hierarchy is symbolized by indents.
  11. Click Finish if you do not want to insert a root element. Otherwise click Next to insert a root element.
    1. Click Add. The Specify root element dialog opens.
    2. Paste the GUID or item ID from the clipboard.
    3. Click OK. The GUID of the item is displayed in the list.
    4. Click Finish.
  12. Activate the hierarchy.

The navigation is available to users in the portal. To test the changed modification set, activate it.