Creating navigation fields

Use this procedure to create a horizontal or vertical navigation field. For an overview of navigation fields, see Navigation fields.

To create a navigation field

1. Open the form to which you want to add a navigation field.
2. Right-click the form, and select Create a New Field > Horizontal Navigation or Create a New Field > Vertical Navigation.
3. Right-click the navigation field and select Edit Menu/Navigation Items.
4. In the Edit Navigation Items dialog box, use the Add Menu, Add Item, and Add Separator buttons to create menus for the field.

   Note

   Do not enclose menu labels within angle brackets (<>) such as those used to enclose HTML or XML tags. When a form with the menu is viewed in a browser, the angle brackets will cause the label text to be interpreted as a tag; as a result, the menu will not appear.

5. Click Close.
6. In the Properties tab, click the Attach Orphan Items property, and click its ellipsis button.
7. In the Attach Orphan Items dialog box, attach orphaned navigation field and menu items that are not attached to the form.
   Orphaned items are:
   • Deleted menu bar items (select Form > Edit Menu Bar to view them)
   • Unattached items from deleted navigation fields
8. Click OK.
9. For each menu item, attach an active link that defines the action that occurs when the item is clicked:
   1. Right-click the navigation field and select Edit Menu/Navigation Items.
   2. In the Edit Navigation Items dialog box, select the menu item.
   3. In the Properties tab, click the Active Link(s) property, and click its ellipsis button.
   4. In the Active Link(s) dialog box, move the appropriate active link to the Selected Active Links field.
   5. Click OK.
   6. Repeat steps b through e for each menu item.
   7. Click Close.
      For information about creating workflow, see Defining workflow to automate processes.

      Note

      If you disable a parent item in a vertical navigation field, the parent item is collapsed and disabled, so the user cannot access the children. (To disable an item, use the Change Field workflow action.)

10. Select the navigation field.
11. In the Properties tab, select the appropriate item in these lists:
    • Fire workflow again on selected item — Select an option to specify if workflow is fired again:
      • Do not fire workflow — Workflow does not fire when the selected navigation item is clicked again.
      • Fire workflow — Workflow fires again when the selected navigation item is clicked again.
    • Navigation Initial State — If you want a particular menu item selected when the user opens the form, select that item.
    • Select item on click — To select menu items with a single click, set to True. To select menu items with a double-click, set to False.
12. Set other navigation field and menu item properties as needed.
    For example, select a menu item, click the Permissions property, click its ellipsis button, and set permissions for the menu item in the Permissions dialog box. Users see only the menu items to which they have access.
    See Field Properties.
13. Select the navigation field, drag it to a position in the form, and adjust its size.
    Make sure that the field is large enough to hold the menus and items that you created. Horizontal and vertical scrollbars appear in a navigation field in a browser if the field is not large enough.
    See Arranging fields in a form view.
14. Right-click the form, and select Save.
15. (Optional) To change the styling of menus in forms in a browser, create properties in the application's cascading style sheet (CSS).
    For more information, see BMC Remedy AR System installed forms.