Creating perspectives

You create a new perspective for your page group to classify content (items and pages) by some cross-category grouping, such as user roles. When users edit an item or a page, they can optionally assign perspectives to it to tell other users whether the content pertains to them. Users can then search on perspectives to display all of the content that is currently associated with the perspective.

You must be a page group or Portal administrator to create a perspective.

To create a perspective:

  1. Access the Navigator and click Page Groups.

  2. Click Contents next to the name of the page group to which you want to add the perspective.

    Note: If you want to use your perspective in multiple page groups, click Contents next to Shared Objects rather than a particular page group. You must be a portal administrator or have Manage privileges to create shared objects.

  3. Click Create next to Perspectives or, to create a child perspective, click Perspectives and click Create next to the perspective that you want to be the parent.

  4. Specify the properties for the perspective.

    Note: The perspective name must be unique within the page group and the Shared Objects page group. The name is used internally and for direct access URLs. The maximum length is 60 characters.

  5. Click Create.

  6. You can now either click the perspective link at the top of the page to further define your new perspective, create additional perspectives, or click Close to return to the Navigator.

    Note: When you edit a perspective you can change the perspective's name and title text, add a description, and associate images with it.

Notes

Related topics

What is a perspective?
Editing perspectives
Deleting perspectives
Displaying images for perspectives
Displaying links for perspectives
Adding category and perspective information to a page