Design Navigation
The Design Navigation page enables you to set up the folders and pages that define the navigation for the application.
A page is a single set of information grouped together into a single named entity. A page can have multiple named components such as grids and charts. A page can include data from two views. A page always has an URL. The URL for a page can include additional parameters such as a title. A page can be a standard HTML page or a page based on the reporting and data entry template.
Pages are individual items in the navigation list. Pages are grouped together using folders in the navigation list.
You can add several types of pages to an application. For example, you can add a process page, a data entry page, or a report. We recommend that you use the reporting and data entry template when setting up the application.
You can navigate through folders and pages using several different methods. You can:
- Search the folders and pages for a specific text string using the Search Tree.
- Highlight folders and pages by navigation group by selecting the Highlight Navigation by Group check box.
- Click the expand and contract icons.
These are the options:
| Option | Description |
|---|---|
| Search Tree | Search the folders and pages for the specified text string. Specify the text string to search for and press Enter. Any folders or pages containing the string are highlighted. |
| Highlight Navigation Items by Group | Highlight folders and pages by the navigation group. Select this check box and select a group from the list. Any folders or pages that are secured by the selected navigation group are highlighted. |
 /
|
Expand or contract the navigation tree. |
| Add New | Add a folder to the end of the list. |
| Navigation tree | List of folders and pages in the navigation. |
Edit pane
These options are available when adding a folder or a page.
| Option | Description |
|---|---|
| Default Name | Specify the name for the folder or page. |
| URL | Page option. Specify the URL for the page. For example: /CPM/Workstation/TPLDisplayView.aspx?View=CT BDE AdHoc&Options=pcrexyvaz&Form=Ad Hoc Budget |
| Small Image | Page option. Specify the image to use for the thumbnail view. |
| Large Image | Page option. Specify the image to use for the preview window. |
| Browser |
CPM runs in multiple Internet Explorer versions. However, these pages require Internet Explorer 8 document mode:
To support customization that still requires older browser support, select Default, Internet Explorer 9, or Internet Explorer 8 to switch a mode to a specific functionality. This resets the current Internet Explorer version to use the selected document mode for the page. We recommend you collect all the functionality that requires Internet Explorer 8 support into a single navigation folder as it fits the workflow. |
| Permissions | Select the groups that can access the page. Select the Inherited check box if you want the page to inherit permissions from its parent so you do not have to set individual permission on the page. |
| Create | Create the folder or page. |
| Save | Save any changes. Save is available when you are editing a folder or a page. |
| Cancel | Close the edit pane. You are prompted if there are unsaved changes. |
Right-click menu
The right-click menu enables you to add, copy, and delete folders and pages.
| Option | Description |
|---|---|
| Add Folder | Add a folder to the navigation. If you
right-click a folder, you can choose to add the folder:
As Child. The new folder is added as the first child in the selected folder. As Sibling. The new folder is added immediately after the selected folder at the same level. If you right-click a page, the folder is added immediately after the selected page. |
| Add Page | Add a page. If you right-click a folder,
you can choose to add the page:
As Child. The new page is added as a child of the selected folder. As Sibling. The new page is added at the same level as the selected folder. If you right-click a page, the page is added immediately after the selected page. |
| Copy | Copy the selected item. |
| Paste | Paste the copied item. If you select a
folder as the destination, you can add the copied item:
As Child. The copied item is added as a child of the selected item. As Sibling. The copied item is added immediately after the selected folder at the same level. If you select a page as a destination, the copied item is added immediately after the selected page at the same level. If you are copying and pasting a folder, all contents are also copied. The word "Copy of" is added to the name of the copied page or folder. The names of the folder contents are not updated. |
| Delete | Delete the selected item. If a folder is selected, the folder contents are also deleted. |