Adding navigation components to header
The shell navigation components 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 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: |
To configure the navigation bar
- 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. 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
icon:
- 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 iconTurn on the toggle key to display the HelixGPT icon
for the global search if BMC HelixGPT is enabled for your application.
- Click Save.
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 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.
- Condition—Build an expression to define a condition.
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.
- Condition—Build an expression to define a condition.
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 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.
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.
- Condition—Build an expression to define a condition.
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 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.
- 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.
- 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.
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.