Navigation items

You use navigation items to access related groups of records. You can configure a navigation item to display a collection of forms, results of a query, or hierarchical data.

Navigation items can be configured to display a default master/detail query, which is known as a manager query, that provides a standard way for the records to be displayed. If different roles need different views or ways to manipulate the same records, you can create multiple navigation items with customized queries to manage the same records in different ways.

Use the Navigation Builder tool to create, maintain, and organize navigation items in menus or portals. The Navigation Builder gives access to navigation items that determine what kinds of records to display. Navigation items are also flexible and generic enough to represent menus or portal quick link sections, display hierarchical data, run reports, link to other builder tools, and display UX applications.

You can specify an icon that is displayed next to a navigation item's label. The icon name is assigned after you upload the icon image to the /home/default/userfiles/images directory. For the icon to display, the navigation item must be part of a Portal section whose Type is set to Quick Linksand whose Large View - Includes Icons radio button is selected in the Portal Builder.

For information about Navigation Builder and navigation items, see Configuring the user experience.