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Version: 2023.3

Perspectives

General

Perspectives allow to create different views in the backend UI and even customize the standard perspective. This feature could be combined with the configuration options already available for the Custom Views.

You can create or edit perspectives and custom views within the Pimcore backend UI using the perspective editor bundle.

Security Note
Perspectives and Custom Views are not intended to be used to restrict access to data

Please be aware that if combined with custom views, the custom view settings must be defined in the customviews.yaml (the filename is up to you). The link is accomplished via the ID.

You can define:

  • which trees you want to see
  • where it is positioned (left/right)
  • the order and which one should be expanded by default
  • the available tree context menu items
  • the navigation menu items
  • the standard elements on the welcome screen
  • which portlets can be added to a dashboard

Perspectives - basic examplesPerspectives - basic examplesPerspectives - basic examples

You can define an arbitrary number of perspectives and switch between them via the File menu.

Perspectives - menuPerspectives - menuPerspectives - menu

You can restrict the access to certain perspectives via the user settings.

Perspectives - miltiselectPerspectives - miltiselectPerspectives - miltiselect

The Configuration File

Format and location of the perspective configuration depends on your environment. Per default the symfony-config is used. If you want to change the default behaviour, have a look at the environment configuration options.

Please refer to the example configuration for further details on how this can be set up.

You can find out there how the default view is prepared and how to add a special perspective.

The table below, describes the most useful of available options in the configuration file.

ReferenceValueDescription
[perspectiveName]["icon"]stringPath to the icon file.
[parspectiveName]["iconCls"]stringThe CSS class added to the icon.
[perspectiveName]["elementTree"]arrayArray which contain the rows with configuration information like the tree type .
[perspectiveName]["elementTree"][i]["type"]string (documents,objects,assets,customview)What type of elements will be rendered in the tree.
[perspectiveName]["elementTree"][i]["position"]string (left,right)a place, where the tree is initially generated
[perspectiveName]["elementTree"][i]["id"]integerThe id of customview elements rendered in the tree. (works only with the customview type)
[perspectiveName]["toolbar"]arraythat option allows to add changes in the toolbar menu.
[perspectiveName]["toolbar"][i][menuName]string (file,marketing,extras,settings,search)these are the default toolbar menus
[perspectiveName]["toolbar"][i][menuName]["hidden"]booleanability to hide a specified menu (the available list you can find in the example below)
[perspectiveName]["toolbar"][i][menuName]["items"]["itemsName"]booleanYou could specify there, which submenu elements you would like to generate.

Simple example

Note: This is a simple example, which could be used for catalog administrators. For advanced usage please see the example configuration.

We need only to see

  • products (objects from a specific directory)
  • assets
  • search button

To specify the range of objects you're going to use you, you have to firstly add a customview. See the Custom views section to get more details.

The custom view definition would look like that:

#var/config/perspectives/perspective.yaml

...
4e9f892c-7734-f5fa-d6f0-31e7f9787ffc:
name: Cars
treetype: object
position: left
rootfolder: '/Product Data/Cars'
showroot: false
sort: 3
treeContextMenu:
object:
items:
add: true
addFolder: true
importCsv: true
cut: true
copy: true
paste: true
delete: true
rename: true
reload: true
publish: true
unpublish: true
searchAndMove: true
lock: true
unlock: true
lockAndPropagate: true
unlockAndPropagate: true
changeChildrenSortBy: true
icon: /bundles/pimcoreadmin/img/flat-white-icons/automotive.svg
classes: CAR
joins: { }
id: 4e9f892c-7734-f5fa-d6f0-31e7f9787ffc

Let's update the var/config/perspectives/example.yaml by the new perspective.

#var/config/perspectives/perspective.yaml

...
demo:
elementTree:
-
type: customview
position: left
sort: 0
expanded: false
hidden: false
id: 4e9f892c-7734-f5fa-d6f0-31e7f9787ffc
-
type: assets
position: right
sort: 0
expanded: false
hidden: false
treeContextMenu:
asset:
items:
add:
hidden: false
items:
upload: true
uploadCompatibility: true
uploadZip: true
addFolder: true
rename: true
copy: true
cut: true
paste: true
pasteCut: true
delete: true
searchAndMove: true
lock: true
unlock: true
lockAndPropagate: true
unlockAndPropagate: true
reload: true
iconCls: pimcore_nav_icon_perspective
icon: null
toolbar:
file:
hidden: true
items:
perspectives: false
dashboards: false
openDocument: false
openAsset: false
openObject: false
searchReplace: false
schedule: false
seemode: false
closeAll: false
help: false
about: false
marketing:
hidden: true
items:
reports: false
tagmanagement: false
targeting: false
seo:
hidden: false
items:
documents: false
robots: false
httperrors: false
extras:
hidden: true
items:
glossary: false
redirects: false
translations: false
recyclebin: false
plugins: false
notesEvents: false
applicationlog: false
gdpr_data_extractor: false
emails: false
maintenance: false
systemtools:
hidden: false
items:
phpinfo: false
opcache: false
requirements: false
serverinfo: false
database: false
fileexplorer: false
settings:
hidden: true
items:
customReports: false
marketingReports: false
documentTypes: false
predefinedProperties: false
predefinedMetadata: false
system: false
website: false
web2print: false
users:
hidden: false
items:
users: false
roles: false
thumbnails: false
objects:
hidden: false
items:
classes: false
fieldcollections: false
objectbricks: false
quantityValue: false
classificationstore: false
bulkExport: false
bulkImport: false
routes: false
cache:
hidden: false
items:
clearAll: false
clearData: false
clearSymfony: false
clearOutput: false
clearTemp: false
adminTranslations: false
tagConfiguration: false
perspectiveEditor: false
search:
hidden: false
items:
quickSearch: false
documents: true
assets: false
objects: false
datahub:
hidden: false

I changed the number of elements rendered in the main Pimcore menu.

Also I added two trees. The first (on the right side) for assets and the second on the left side for the custom view with product objects.

The view after switch looks like in the picture.

Custom perspectiveCustom perspectiveCustom perspective