This documentation supports the 23.3 version of BMC Helix Innovation Suite (AR System and BMC Helix Innovation Studio).

To view an earlier version, select the version from the Product version menu.

Adding navigation components to header

BMC Helix Innovation Studio provides a few Shell navigation components in the palette section that you can customize. You can use the components by dragging them on the canvas and configuring the properties for the components. 

The following video (4.10) walks you through the steps to define a menu item in the navigation bar of an application: 


https://youtu.be/MRmfwC2qhvk

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

ComponentSymbolDescriptionExample
Menu

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 example of a menu group:

Menu item

Launch an action in a navigation bar, such as navigating to a view, navigating to a state, or launching a URL.

The following image shows menu items within the About menu group:

Action

Launch an action in a navigation bar, such as navigating to a view, or launching an URL by using customized icons.

The following image shows an example of an action icon:


Important

Application business analysts can customize the objects developed in their own applications and that are marked customizable by the administrator, but cannot customize the objects developed in com.bmc.arsys in Best Practice Customization mode. For example, objects in core BMC applications like Foundation, Approval, and Assignment cannot be customized in Best Practice Customization mode. For more information, see Customization layer.

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

    FieldDescription
    LabelEnter a unique name for the Shell menu element.
    Tooltip

    Enter the message which appears when you position your cursor is positioned over the action icon.

    This field is displayed only if you select the Action component.

    IconDefine the icon you want to display for the action button. You can select the icons by using one of the following ways:
    • Click on the list which displays the list of all the available icons.

    • Type the name of the icon and select the desired icon.
    • Click Browse, and from the Select icon pop-up select the desired icon.

    This field is displayed if you select the Menu item or the Action component.

    HiddenSelect 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.
    PermissionsClick 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 menu elements.
    Action name

    Specify the action that must be executed when the Shell menu item is accessed.
    The Action name list supports the following actions:

    • Launch URL
    • Navigate to Smart Reporting
    • Navigate to View

    Important: This option is available only for Shell menu items.

    ViewSelect the view that you want to display in the deployed application.
    Presentation

    Select the position where you want to display the selected view. This option provides the following properties:

    • Full Width—Spans the entire width of the window.
      The Full Width value of the Presentation list requires you to define the Launch Behavior. You can choose to open the view in a new window or in the same window.
    • Modal (Centered, Docked Left, Docked Right)—Spans only a part of the window either docked on the left, right, or center location.
      The Modal value of the Presentation list requires you to specify the Title and Size of the view. You can choose any size ranging from extra-small (450 px) to extra-extra-large (1600 px).
    Launch behavior

    Select the option to open the target view you selected. This field is displayed only if you select the Full-Width option in the Presentation field. The Launch Behavior field provides the following options:

    • Open in the same window

    • Open in new window

    Size

    Specify the size of the target view of the deployed application.

    This field is displayed only if you select the Centered Right ModalDocked Left Modal, or Docked Right Modal option in the Presentation field.

    Title

    Specify the title of the target view.

    This field is displayed only if you select the Centered Right ModalDocked Left Modal, or Docked Right Modal option in the Presentation field.

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, and click Navigation.

  3. 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:

  4. From the Settings tab of the Properties pane, modify the properties for the Menu item element.

  5. Click Save.

When users access the application, they can see details about their account and the application settings. 

To troubleshoot permission issues for accessing Shell navigation components

In the deployed application, a blank view is displayed if you do not have permission 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 the incognito mode of the web browser.


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