Navigation Layout

The Navigation Layout is a component within a system's user interface located in the sidebar. It functions as a control centre for accessing Menus, Shortcuts, and essential features.

1. Creating a Navigation Layout

Follow these steps to create a new Navigation Layout:

Go to "Settings" > "System Settings".

Select the "Navigations" menu.

Click on "Create Layout" to create a new Navigation Layout.

Configure the layout settings:
- Name: Give a name for the Navigation Layout.
- Instance: Automatically set based on the system you're working in.
- Item Size: Choose from regular, large, or extra-large display sizes (regular is recommended).
- Roles Assignments: Select the user role you'd like to use to set up their navigation layout.

Click on the "+Add Item" button.

Various item types are available, such as:

Type	Details	Configuration
Bookmarks	It enables users to save and access specific pages or records within the system.
Category	It is used to group related items together.	Label: Assign a name or label to the category. - Icon: Choose an icon that visually represents the category. - Subtype: Optionally, categorise further by specifying a subtype for more precise organisation.
Compound Quick Access	It creates personalised shortcuts that combine multiple types.
Divider	Add separation between items.
Link	It directs users to external URLs, helping them access relevant web resources.	Label: Assign a name or label to the category. - Icon: Choose an icon that visually represents the category. - Exact Match: Determine if the link should match the record precisely. - URL: Specify the external web address. - External: Indicate if the link is external to the system.
Notifications	It provides real-time updates and alerts users about important changes or actions within the system.
Record Link	It enables direct access to specific records within your system.	Label: Assign a name or label to the category. - Icon: Choose an icon that visually represents the category. - Record: Choose the specific record to which the link should point. - Exact Match: Determine if the link should match the record precisely. - Variant: Specify the variant, such as layout, scheduler, entry, forms, etc. - Data: Include relevant form and prefilled field data. - Search Params: Add search parameters for precise record retrieval.
Record Button	It allows users to trigger actions associated with specific records.	Label: Assign a name or label to the category. - Icon: Choose an icon that visually represents the category. - Record: Select the target record for the button action. - Button Type: Define the type of button action, like opening an add modal. - Params: Include any additional parameters required for the action.
Quick Add	It enables users to swiftly create new records or entries without navigating away from their current context.

Below is an illustration of creating a Navigation Layout. Let's consider you are designing a new layout with the following structure:

Section	Category
1	General
2	Operations

After creating the layout, click the "Save" button to store the configuration.

2. Saved Layout

To access the templates you've created, go to the "Saved Layouts" option.

You can edit, remove, or duplicate any existing templates as needed.

3. Levels layout

The concept of "levels" is a hierarchical structure to your navigation bar. We offer the following levels:

Level 0: Displays primary categories. These items are clickable and shown by icons.
Level 1: Displayed upon selecting a Level 0 category, working as a sub-menus. Icons are optional.
Level 2: Displayed when a Level 0 category and its associated Level 1 category are chosen. Icons are optional.

Refer to the image below for a visual representation of the levels:

3.1. Creating a Levels Layout

From the example provided earlier, let's expand the Navigation Layout to include multiple levels:

Section	Category (Lvl 0)	Category (Lvl 1)	Record Link (Lvl 2)
1	General
2	Sales	Leads	Add Leads
		Opportunities	All Opportunities
		Quotes	New Quote
3	Operations	Jobs
		Cases
		Tasks

To implement multi-level navigation, utilise the "Sub-Item" option when configuring your Navigation Layout. Refer to the illustration below:

📌 Need Help?

If you require assistance or encounter any issues, please don't hesitate to contact us for further support.