Select the navigation item from the Navigation
list. For the navigation item, you can select any of the items
referred to by the base item plus all fields of the referred item
fields. For example, if you create an explorer view for the service
call, you can use the Caller or the Caller's Location as the
navigation field.
If you want to navigate with a tree view, select the
Tree option in the Show As area.
In the explorer view, the tree is automatically generated from the
information in the selected navigation field.
If you want to navigate using a view, select a view from the
View list in the Show As area. You can
select table views and card views already defined for the
navigation field's item.
Select a view from the Base View list. If the
base view you require is not listed you can create one by clicking
New, or edit an existing base view to suit your
needs by clicking Modify.
Next to the Leaves list, click
Add to add new leaves. You cannot add leave panes
if you selected a chart view for the base view.
In the Add dialog box, select the field you
want to use for the leaf pane from the Field list.
You can select any of the lists normally shown in the base item. A
common leaf for service call explorer views is the list of history
lines
Select a view from the View list. You can
select table views and chart views already defined for the leave
list.
After you have created several leaves, click Move
Up or Move Down to determine the order in
which the leaves are shown. The leaf at the top of the list will
also be the top leave pane shown in the explorer view.