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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 you construct 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 (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. 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 parameters:

  1. &uploadVisible=1 The drop zone for the upload will be permanently displayed in the tree view.

  2. &showDevDetails=1 Developer details will be displayed below the tree view. Here, among other things, the search queries can be performed again and information about the elements and the structure is output.

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.

Display of documents with subordinate structures in the optimized view 

In the embedded view it is possible to display documents with associated substructures.

By default, the preview of the document is displayed first. If you want to display the substructure, click the icon behind the file name to change the view.

Note

Please note that currently a maximum of 100 items (dossiers or documents) can be displayed on one level.

Displaying and editing item properties in the optimized view 

You can have the properties (metadata) of list items and documents displayed in the embedded view. To do this, move the cursor over the corresponding line and click on the info icon.

You can also edit the properties (metadata) of list items and documents in the embedded view. To do this, move the cursor over the corresponding line and click the three dots. Click Edit properties. Alternatively, you can set the properties view dialog (metadata) to edit mode.

If you upload a document via the embedded view and mandatory information is missing, the input screen opens automatically.

Uploading files in the optimized view 

You can add files by dragging and dropping them or by clicking Upload. If the file name has already been assigned, a dialog will open in which you can change the name. The following options are available to you:

  • You can change the name yourself in the input field.

  • You can have the name generated automatically by appending a timestamp to the name.

  • You can cancel the upload for the file.

  • You keep the file name. Based on your SharePoint online settings, a new version of the file is uploaded or the old file is overwritten.

Click Upload to start a new upload process. For large upload processes, you can upload all files with an automatically generated name by enabling the option Generate file name automatically.

Note

During the upload, the file name is changed, not the title. In the embedded view, the title of the files is displayed. The title is still obtained from the metadata. If there is no title, the name is used as the title. You can have the name displayed in the file’s metadata.