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 customize the navigation bar of an application:
The shell navigation components available in the shell are described in the following table:
| Component | Symbol | Description | Example |
|---|---|---|---|
| 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 navigate to a view, navigate to a state or launch an 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 a 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
- Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application that you want to modify.
The application details are displayed.- From the application, click Navigation.
The BMC Modern Shell Designer is displayed. From the Shell Navigation section, drag the Shell menu element you want to add to the palette.
From the Settings tab of the Properties pane, provide the following information:
Field Description Label Enter a unique name for the Shell menu element. Tooltip Enter the message that appears when you position your cursor over the action icon.
This field is displayed if you select the Action component.
Icon Select an icon for the action button by using one of the following ways: Click 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 shortcut menu, select the desired icon.
This field is displayed if you select the Action component or Menu item you added to Menu or User Menu.
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 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.
View Select 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 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 Modal, Docked 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 Modal, Docked 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.
- Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application that you want to modify, and click Navigation.
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:
From the Settings tab of the Properties pane, modify the properties for the Menu item element.
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 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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