Navigations
A Navigation is the menu structure shown in a Portal’s sidebar. It defines what links appear, how they are grouped, and which users can see each one. A navigation is assigned to a portal when the portal is created (or a new one is generated automatically if you leave the Navigation field empty).
The Navigations screen
Section titled “The Navigations screen”Navigate to User Interface - Navigations to see all navigations in the current application:
| Column | Description |
|---|---|
| Navigation Name | Human-readable name |
| Module Name | Which module the navigation belongs to |
| Created By | The user who created it |
| Modified On | Last modification timestamp |
Use + Add Navigation to create a new navigation, and the row checkboxes plus Delete to remove navigations in bulk.
Navigation editor
Section titled “Navigation editor”Clicking a navigation opens the tree editor. The navigation’s name appears as the root row, with Edit, Add Item, and Add Folder actions inline. Below it, the full menu tree is displayed as an indented list of items and folders.
Two buttons at the top left - + Add Item and + Add Folder - add entries at the top level of the navigation.
Hovering any existing item or folder reveals its inline actions: Edit, Add Item, Add Folder, Security Rules, and Delete. Add Item and Add Folder on an existing row add a child entry nested beneath it - this is how sub-menus are built.
Navigation items
Section titled “Navigation items”A navigation item is a link in the menu. Clicking + Add Item (or the inline Add Item on an existing row for a nested child) opens the Add Navigation Item panel:
| Field | Description |
|---|---|
| Navigation Item Name | The label shown in the menu |
| Navigation Item ID | Auto-generated from the name |
| Navigation Item Description | Optional free text |
| Navigation Item Type | Page, Entity, or Module - determines what the item links to (see Item types below) |
| Show Item As | How the target opens: Default (follows the portal’s Open Page In setting), New Window/Tab (always opens a new browser window or tab), or Popup Window (opens as an overlay) |
| Navigation Item Icon | Icon shown next to the item label in the menu |
Item types
Section titled “Item types”Page - links to a Portal Page. After selecting Page as the type, choose the target from the Page UI Widget dropdown.
Entity - links to a built-in entity view. Choose the entity and whether to show its record list or a specific record’s detail view (with mappings to identify the instance).
Module - links to the module’s data entry view. Choose the target module from the Module dropdown.
Navigation folders
Section titled “Navigation folders”A folder groups items beneath a collapsible heading in the menu. Clicking + Add Folder opens the Add Navigation Folder panel:
| Field | Description |
|---|---|
| Navigation Folder Name | The label shown in the menu |
| Navigation Folder ID | Auto-generated from the name |
| Navigation Item Description | Optional free text |
| Navigation Item Icon | Icon shown next to the folder label |
Folders have no link of their own - they exist to group child items. Add items beneath a folder using the inline Add Item action on the folder row.
Security rules on navigation items
Section titled “Security rules on navigation items”Each navigation item can have zero, one, or more security rules controlling who can see it. Click Security Rules on any item row to manage its rules.
Each rule has:
| Field | Description |
|---|---|
| Rule Name | Human-readable name for the rule |
| Access Level | Allow - the matched users/roles can see this item; Forbid - the matched users/roles cannot see it |
| All Users | When checked, the rule applies to all users regardless of Security Dimensions |
| Security Dimensions | One or more User or Role entries specifying who the rule applies to. Use + Add more to add additional users or roles. |
When a user navigates the portal, items they are forbidden from seeing are hidden from the menu entirely.
Where navigations go from here
Section titled “Where navigations go from here”A navigation is assigned to a Portal and provides the sidebar menu users interact with. The items in it point to Portal Pages, entity views, or module views - these are the screens that make up the portal’s actual content.