Portal Overview.

Last Updated: 08/18/2016 Introduced in Verision: 2.0

Users can navigate in the portal using the Folders tree, the links in the address bar, incremental search in the address bar, the Folder and Browse views, and the advanced search panel.

Example

The principle method of navigation is through the Folders tree. Select a folder with a plus sign next to it to view its sub-folders. Select a Designer folder to view its entities in the folder data panel. 

navigation

 

You can also access a folder’s sub folders by clicking the arrow to the right of the folder name in the address bar.

address bar navi

 
The address bar allows us to perform an incremental search for entities in the portal.
 
typing in the address bar
 

When you select an item in the list, you can select actions to perform on that item using the menu.

select item

 

You can scroll through the menu to view all of the available actions for the selected item.

scroll through

 

Select the Folder View link to view the contents of the selected folder in this view.

folder view

Folder pages that are stored in the selected folder display as links under the search bar. Select the link for the folder page to open that page. 

 

 folder pages

To access the My Home folder, select the Home button.

home button

 

 
To show and hide the Folders tree, select the Folder Panel button.

hide folder tree

 

To run an advanced search, select the Search button.

perform search

 

 

The advanced search allows us to search while applying filters. You can search for an item by its tags, rather than by its name.

 
 advanced search
 

Additional Resources