Navigation Settings
Navigation settings are used to customize the application’s landing page for end users. They allow configuration of sites, startup forms, top and left menu navigation, and workflows.
The Navigation Settings option is located in the left navigation panel, as shown in the image below.
On clicking Navigation settings link, Navigation settings page opens as shown below.
In the Sites and Subsites section, you can create new sites under the main site by clicking the + button next to it. Upon clicking the + button, the new sites will be created, as illustrated in the image.
The site name can be edited in the textbox. There are three icons displayed on newly created sites.
- Plus icon is to add the subsite under the newly created site.
- Minus icon is to delete the newly created site.
- Edit icon is to edit the name of the newly created site.
On the right side of the navigation settings page, there are three tabs.
- StartUp Form Tab
- Menu Navigation
- Workflow Navigation
1. StartUp Form Tab
The StartUp Form tab displays all forms available within the current tenant, as shown below. To set a startup form, first select the desired site from the left panel, then choose the form from the right panel. The selected form will be displayed under Current StartUp Form, as illustrated in the image.
Click the Save button to set the selected form as the startup form. When the user opens the site’s Home page, the selected form will be automatically displayed as the startup form as shown in the image below.
2. Menu Navigation
Menu navigation lets users configure forms to appear in the top and left navigation menus on the home page. The Menu Navigation Tab has two sections as shown in the image below.
- Top Navigation
- Left Navigation
1. Top Navigation
By default, the Top Navigation is disabled. To enable it, check the Enable Top Navigation box as shown in the image below, then click the Save button.
The top navigation sites appear as shown in the image below, clicking on the site redirect it to the configured form of that site.
2. Left Navigation
Left Navigation allows users to add forms to the site’s left-side navigation menu. By default, the left Navigation is disabled. To enable it, check the Enable Left Navigation box as shown in the image below.
To add a form, select the desired form from the left box and click the right arrow to move it to the right box, as shown in the image below. If needed, you can remove a form from the right box by selecting it and clicking the left arrow. After making your selections, click the Save button. You can add multiple forms, and a search field is provided to help you quickly find specific forms.
The left navigation appears as shown below.
Header:
Another option available in the left navigation section is the ability to set a header. Let’s take a look at how to configure it.
The header option is displayed in the image below.
When you click the Header option, it appears in the right box. You can move the header up or down using the arrow buttons, and delete it by clicking the cross icon, as shown in the image below.
The header is moved to the top using up arrow key as shown in the image below.
You can edit the header by double-clicking it. This makes the header value editable, as shown in the image below.
Enter required values in the header textbox and click save button as shown in the image below.
The header is displayed in the left navigation menu, as illustrated in the image below.
3. Workflow Navigation
The Workflow Navigation tab displays all workflows available in the tenant. Select the desired workflow and click Save, as shown below.
The workflow is added in webpart.
