Navigation Settings

Navigation settings help us to configure the end user view (Landing Page) of the application. Users can configure sites and startup forms, left and top menu navigation and workflow.

Navigation settings link is available in the left navigation as shown in the image below.

On clicking Navigation settings link, Navigation settings page opens as shown below.

On sites and subSites section, sites can be created under main site by clicking the + button near the main site. On Click + button, Sites will be created as shown in the image.

The site name can be edited in the textbox. There are three icon 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 right side of the navigation page, there are three tabs.

1.StartUp Form Tab

2.Menu Navigation

3.Workflow Navigation.

1.StartUp Form Tab:

StartUp Form Tab contains all forms in the current tenant as displayed below. The form which should be displayed as startup form can be selected for each sites and subsites and click save button.

2.Menu Navigation

Menu Navigation contains two sections as shown below.

Now, forms selected in left navigation will be displayed on the left side of Home page as shown below.

Header option is used to display Headers for a set of Left Navigation forms.

Header: 

Header Text can be added by clicking Header button as shown in the image below. 

On clicking Header button, Header appears at the right column as shown in image below. 

Header text can be changed by double clicking on the header displayed on the right column. On double clicking the header, up and down arrow appears as shown in the image below. Using those arrow header position can be changed. The cross button near the header is used to delete the header. 

After creating the header, click save button. Header will be displayed in the left panel of Home page as shown in the image below. 

3.Workflow Navigation

Workflow Navigation Tab displays all the workflow in the tenant. Select the required workflow and click save as shown below.

Click on Workflow link, the selected workflow will be displayed as shown below.