Open Documentation Menu

Creating an optimized view of the structure (embedded view)

An optimized view is available to integrate structures into leading systems such as ERP or CRM systems. The embedded view allows working with structures directly in the leading system.

Configure an appropriate redirection. This article shows you which settings you need to define in the redirections and how the view will be displayed when building the document structure.

Setting up a redirection (list-based structure) – This is how it works 

  1. Set up a redirection as described in the chapter Setting up a redirection. Make sure you use the target URL correctly.

  2. Define the target URL. The target URL is displayed in the structure configuration (composer) under Technical information of the corresponding structure node. Select the structure node you want to use as an entry or main node.

    Note

    The value for the {itemID} parameter is automatically generated by the redirection and does not need to be configured.

Setting up a redirection (content-type-based structure) – This is how it works 

  1. Set up a redirection as described in the chapter Setting up a redirection. Make sure you use the target URL correctly.

  2. Define the target URL. This is displayed in the structure configuration (composer) under Technical information of the corresponding structure node. Select the structure node you want to use as an entry or main node.

    Note

    The values for the parameters {itemID}, {siteUrl}, {webId} and {listId} are automatically generated by the redirection and do not need to be configured.

Other URL parameters 

If necessary, you can add the following URL parameter: &showDevDetails=1. Developer details will be displayed below the structure view. Here, the search queries can be performed again and information about the items and the structure is output, for example.

Note

Using icons

Define symbols for the respective nodes in the structure configuration. To do so, assign an image path or the Fluent UI icon name.

We recommend using the Fluent UI icon names instead of the image path.

If you specify an image path, make sure that the images can be loaded anonymously. This will help you avoid problems with authentication. A SharePoint document library is not a suitable storage location for the image files. You may not yet have logged into SharePoint when you click an icon in a leading system.