Locating the Navigator Record to Edit

To control the items that appear on the Navigator, you work with a series of Navigator tables, such as afm_processes or afm_ptasks. To edit an item that appears on the Navigator, locate its definition in the appropriate Navigator table.

The Navigator tables contain entries for the Web Central Navigator, as well as the Navigators for Smart Client and Smart Client Extension for CAD. The tables contain entries for both Archibus SaaS modules, as well as the applications of Archibus Non-SaaS. Additionally, the Navigator tables may contain entries that are no longer active or whose display title has been renamed. Therefore, carefully view the Navigator record you intend to edit to verify that it does indeed define the Navigator entry that you want to change.

To help you locate the desired record to edit, you can use the key that a Navigator entry displays. For applications and processes listed on the Navigator, right-click to view the key value. You can then search the appropriate Navigator table for this record.

For example, the Corrective Maintenance application was originally named "On Demand Work" and the key value represents the former name. If you search the afm_activities table for a "corrective maintenance" application, you will not find any Navigator entries. Right-clicking on the entry on the Navigator to access the menu will show that key value is actually based on the application's former name.

Changing Application, Process, or Task Titles

You can change the titles that display for applications (modules), processes, and tasks without having to make any other change. To do so:

• Load the System / Add-In Manager / View Tasks by Process and Application view
• Alter the Title value for the application (module), process, or task.

Adding a New Process

You can add new processes to an application that you already own.

• To do so use the System / Add-In Manager / View Tasks by Process and Application view.
• Add a new process.
  • Be sure to tag it as a Web PNav, Smart Client, Smart Client Extension, etc. process depending on where you want the process to appear. See The Navigator Tables .
  • Be sure to tag the new process with the appropriate License Level if you are using Domain and level licensing. Doing so will make sure that the process assignment dialogs show it only for users of the appropriate license level (e.g. Level 1 - Self Service, Level 2 - Workflow Process, etc.)
    
• Add tasks for the process.

Note: You can move the stock Archibus views that ship with the product between processes as you wish. Do take care not to assign a task from a process of a higher license level (e.g. Level 2 - Workflow Process) to a process of a lower license level (e.g. Level 1 - Self Service). It will not load for users of that license level.