Navigation Configuration Builders Overview
Using the navigation builders, you create configurations for the FDN Navigation component, which you can add to any Lightning app page, home page, record page, or a utility bar. You can create a hierarchy in the configuration using sections, groups, and navigation items.
There are two apps available from the App Launcher that enable you to create navigation configurations for the FDN Navigation component:
- Navigation Configuration Builder: Enables you to create navigation configurations that you can select in addition to the supplied Certinia configurations for your installed Certinia products, and the Certinia Navigation configuration.
- Global Navigation Configuration Builder: Enables you to create your own navigation configurations that are merged with the configurations for your installed Certinia products when you select the Certinia Navigation configuration.
The Certinia Configurations list in each navigation builder contains standard Certinia configurations. For example, the configuration for the Accounts Payable workspace is Accounts Payable Workspace.
You can also create your own configuration or clone a Certinia configuration. The new configuration is added to the My Configurations list in the navigation builder.
Sections
Sections are the highest level element in a navigation hierarchy, and can contain groups and navigation items. You can reorder sections by dragging them to other parts of the configuration.
To hide sections in the navigation pane, select the Hide Navigation Sections checkbox in the FDN Navigation component's properties pane.
Groups
Groups contain one or more navigation items and let you logically group navigation to improve the user experience. You can apply grouping up to five levels with the first being the parent group.
You can reorder groups by dragging them to other parts of the configuration. Ensure that you select the whole group that you are moving. When moving a group all of its sub-groups or sections or items are also moved.
The blue line in the background indicates that the group can be dropped at the current position. A thicker blue line indicates if you are dragging the selection before or after the valid location.
Navigation Items
You can add a navigation item to a section or group. Navigation items are links open apps, dashboards, objects, reports, tabs, or specific URLs. This provides a high level of flexibility, allowing items outside a Salesforce org to be available.
Keyboard Controls
You can use keyboard controls within a create or edit window. The controls are limited to the fields and buttons within the window until you press Esc, Cancel, Save, or close the window. For more information, see Keyboard Controls.