Adding navigation components to header


BMC Helix Innovation Studio provides a 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 of the components. 

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


icon_play.png https://youtu.be/MRmfwC2qhvk

The shell navigation components are described in the following table:

Component

Symbol

Description

Example

Menu

221_Menu group.png

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:

221_Menu group example.png

Menu item

221_Menu item.png

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:

221_Menu item example.png

Action

221_Menu action.png

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:

221_Action icon example.png


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 configure the navigation bar

  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. Select the Navigation bar, and in the Component properties pane provide the following information:

    Field

    Description

    Enable application launcher

    Turn on the toggle key to enable the application launcher that launches applications from the list of applications deployed in your environment.

    Global search

    Enable global search

    Turn on the toggle key to enable the search within your application at runtime, and then select one of the following options:

    • At all times—Select this option if you want to enable the search at all times.
    • When condition is true—Select this option if you want to enable the search only if a certain condition is met.
      Condition —Build an expression to define a condition.
      This option is displayed only after you select the  When condition is true  option.

    Search results view

    Configure global search by selecting one of the following options from Search results view.pngicon:

    • Select search view
      • From the list select the view to display when you click the Search in the navigation bar. 
    • Configure search results view
      • Click Configure results view.
      • On the Configure results view, add the records to include in the search result, and select the view from the Display View When Clicked list.
      • Click Save 


    Show HelixGPT icon

    Turn on the toggle key to display the HelixGPT iconHelicGPT icon.png for the global search if BMC HelixGPT is enabled for your application. 

  5. Click Save.

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 element that you want to add to the navigation bar.
    • Menu—To add one or more menu items to a group. 

      Field

      Description

      Label

      Enter a unique name for the menu group.

      Hidden

      Turn on the toggle key to hide the Menu component at runtime, and then select one of the following options:

      • At all times—Select this option to keep the component hidden at all times.
      • When condition is true—Select this option to keep the component hidden only if a certain condition is met.
        • Condition—Build an expression to define a condition.
          This option is displayed only after you select the When condition is true option.

       For more information, see Expression Editor

      CSS classes

      Defines the style of the component. The available options are no margin, 1 pixel border, and white background.

      For more information, see CSS-classes-used-in-View-designer-components.

      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.

    • Menu item—To launch an action in a navigation bar, such as navigating to a view, navigating to a state, or launching a URL. 

      Field

      Description

      Label

      Enter a unique name for the menu item.

      Icon

      Define the icon you want to display for the element. 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.

      Hidden

      Turn on the toggle key to hide the Menu item component at runtime, and then select one of the following options:

      • At all times—Select this option to keep the component hidden at all times.
      • When condition is true—Select this option to keep the component hidden only if a certain condition is met.
        • Condition—Build an expression to define a condition.
          This option is displayed only after you select the When condition is true option.

       For more information, see Expression Editor

      CSS classes

      Defines the style of the component. The available options are no margin, 1 pixel border, and white background.

      For more information, see CSS-classes-used-in-View-designer-components.

      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

      Action name

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

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

      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 a new tab
      • Open in the same tab

      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.

    • Action—To launch an action in a navigation bar, such as navigating to a view, navigating to a state, or launching a URL. 

      Field

      Description

      Label

      Enter a unique name for the action 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.

      Icon

      Define 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.

      Hidden

      Turn on the toggle key to hide the Action component at runtime, and then select one of the following options:

      • At all times—Select this option to keep the component hidden at all times.
      • When condition is true—Select this option to keep the component hidden only if a certain condition is met.
        • Condition—Build an expression to define a condition.
          This option is displayed only after you select the When condition is true option.

       For more information, see Expression Editor

      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

      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 select 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 tab
      • Open in a new tab

      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.

  5. Click Save.

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:

    221_User menu example.png

  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.