Add a navigation link to another display or website

You can add a navigation link to any symbol (other than an events table), shape, image, or text on your display, including any object inside a collection. The link can point to another target display or to an external website. The target display can automatically match the asset context of the source display that contains the hyperlink. You can also use links to change the asset context of your current display.

To use the hyperlink, exit Design mode before selecting the linked object.

1. Right-click the object where you want to add a link, and then select Add Navigation Link to open the Add Navigation Link pane.

2. (Optional) To have the link change the asset context of the symbols on your current display, select the Change context of current display check box (under Action).

   By selecting this option, you can select linked symbols that contain different assets and change the asset context of the symbols without links on your current display.

   Note: You can use an asset comparison table or a collection with linked assets to change the asset context of the symbols on your current display.

3. To add a URL link to an external website, enter the URL in the Hyperlink field.

   (To open the external website in a separate browser tab, select Open in a New Tab check box.)

   Note: For security reasons, by default, you can only enter the https: protocol for external websites or ./# and # for displays. An administrator can override these security settings. For more information, see the AVEVA PI Vision administration topic Select the navigation links validation mode.

4. To add a link to another display, select Search for Displays.

   1. Enter the display name or owner in the Search field and select .

      Note: Use wildcards such as asterisks (*) when you do not know all the letters in the name.

      AVEVA PI Vision lists all displays with your searched keywords.

   2. Select the display you want to link to.

5. If you want the target display to automatically match the time context of the source display that contains the link, select the Set Start and End Time check box.

6. If you want the target display to automatically match the asset context of the linked symbol on the source display that contains the link, select the Set Asset Context check box and specify how to pass the context.

   • Select Use Current Asset to pass the asset context from a multi-asset display to a single asset display.

   • Select Use Current Asset as Root to pass the root portion of the asset path as context.

     Use this option when the target display contains attributes of the source display asset as well as the attributes of its child assets.

     Note: The top-level assets should be at the same or parallel nodes in the PI AF hierarchy and have identical or very similar hierarchies of child assets.

   For more information about passing the asset context, see Contextual navigation links.

7. (Optional) When working with a static symbol like a shape, an image, or text, you can associate it with a desired asset by dragging the asset from the search results into the Asset Context field in the lower half of the pane. To set the asset context for the object in order for the target display to match the asset associated with the linked symbol, follow instructions in the previous step.

8. To go to the link inside the symbol, exit Design mode. You can either select the linked symbol or right-click on it, select Drill In > Open Navigation Link, then choose to open the link in the same browser tab or in a new browser tab.

   To view the data symbol in a separate display as a popup trend, right-click the linked symbol, and then select Drill In > Open Popup Trend.