Adding navigation components to header

BMC Helix Platform provides a few Shell navigation components that can be customized. These components are available in the palette section. You can use the components by dragging them on the canvas and providing the properties for the components. 

The following video (3.09) walks you through the steps to define a menu item in the navigation bar of an application:

 https://youtu.be/genwa5EUdok

The shell navigation components available in the shell are described in the following table:

Component	Symbol	Description	Example
Menu Item		Menu item is used to launch an action in a navigation bar, such as navigate to a view, navigate to a state or launch an URL.	The following image shows Customer groups and Customers menu items within the Administration menu group:
Menu Group		Menu group is used to group one or more menu items. You can add the menu group to the navigation bar and add menu items to the menu group.	The following image shows an Administration menu group:

To add navigation components to an application header 

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.

2. Select the application that you want to modify.
   The application details are displayed.

3. From the application, click Navigation.
   The BMC Modern Shell Designer is displayed.

4. From the Shell Navigation section, drag the Shell menu element you want to add to the palette.

5. From the Settings tab of the Properties pane, provide the following information:

   Field	Description
   Label	Enter a unique name for the Shell menu element.
   Icon	Select the icon you want to display beside the Shell menu element. For example, if you select add circle icon, a icon is displayed beside the Shell Menu element. Note: This option is available only for Shell menu items.
   Action to Trigger	Specify the action that must be executed when the Shell menu item is accessed. For example, select to launch a URL, navigate to a view or state, or navigate to Reporting. Note: This option is available only for Shell menu items.
   Hidden	Select if you want to hide the Shell menu element in specific conditions, such as, if you want to disable the element at all times or when a specific condition is met.
   Permissions	Click Edit to control access to Shell menu elements of view components by assigning appropriate permissions to the elements. For more information, see Controlling user access by assigning permissions to Shell menu elements.
   Input Parameters	Specify the details for the action that you selected to trigger when users access the Shell menu item. If you selected to launch a URL, provide the URL. If you selected to navigate to a view, select the view that users should navigate to. Note: This option is available only for Shell menu items.

To customize the user menu

You can add multiple Menu Item elements, such as My Profile and Edit My Profile, to the User Menu component. However, you cannot add the Menu Group element to the User Menu component.

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.

2. Select the application that you want to modify.
   The application details are displayed.

3. From the application, click Navigation.
   The BMC Modern Shell designer is displayed.

4. From the Shell Navigation section, drag the Menu Item element to the User Menu component. 

   The following image is an example of a View Profile menu item that is added to the user menu:

   

5. From the Settings tab of the Properties pane, modify the properties for the Menu Item element.

6. Click Save.

To troubleshoot permission issues for accessing Shell navigation components

In the deployed application, a blank view is displayed if you do not have permissions to access the first menu item of BMC Modern Shell.

This issue occurs because BMC Helix Innovation Studio supports direct access URL and tracks the last accessed URL before redirecting you to the BMC Helix Innovation Studio login page. When you log in to BMC Helix Innovation Studio by using a web browser instance that was previously used by another user, BMC Helix Innovation Studio redirects you to the last-accessed URL or view.

In this case, perform any one of the following actions:

• Different users can use different web browsers to access BMC Helix Innovation Studio on the same computer.
• Clear the cache after the first user has logged out if you want to use the same web browser instance. 
  You must clear the cache even if you are using incognito mode of the web browser.

Related topic

Creating and customizing application views by using Shell