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Create a top-level navigation level menu and in-window navigation. To recap the steps in the video:

Create

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In-window Navigation

  1. Open the Businesses dashboard.
  2. Open the Contact Details Tab.
  3. Drag the ContactManager dashboard onto the header of the grid view Business Contacts- a . A button will appear.

Go into App Mode to test the new button – it . It will open the Contact Manager dashboard.

Create a

...

Top-level Menu

Now we'll create a top-level menu for the application, and look at how to navigate directly to the application using the URL:.

  1. Open the configuration form for the application ContactManager.
  2. Go to the section Menus, and add a new menu - You can define a number of different top level menus under an application, but in most cases you only need one. Usually you only need one top-level menu but you can define several if you need them.
    1. Set the Name of the menu to Default.
    2. Click add Add a new sub-menu- this . This will appear in the header of the PhixFlow application. Set:
      • Name: Contacts Manager
      • Display Name:  Manage
    3. Press Apply
    Add a
    1. Save your changes.
  3. Add Menu Items to open the ContactManager dashboard and set:
    1. Action: ContactManager
Tip

Sharing these actions between buttons and menu items is reasonably safe

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as they simply open a dashboard

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. It is unlikely that someone will add

...

extra logic to them later.

Create the Action

  1. Before adding a menu item to open the Businesses dashboard, you will need to add create an action to do so.
  2. Open the stream configuration form for Businesses.
  3. Add a new action and set:
    1. Name: Open Businesses only- this
      This is an internal name, it is useful . Aim to make this the name as descriptive as possible, to help keep your configuration well organised.
    2. Display NameBusinesses - this
      This is the name that will appear in the menu.
    3. Action Completion:
      • Tick Open Post Dashboard, then Save.
      • Set the Dashboard to Businesses.
      • Leave the Expression blank - this the Expression blank. This means that every time the action is run, we PhixFlow will open this dashboard

...

      • .


Tip

In some workflows it is useful to set Close Parent Dashboard. This option sets the application to close an original dashboard when a user moves on to a different dashboard. 

In this example we simply want to open a single dashboard every time it is

...

clicked. If you want to implement a workflow,

...

you might need something more complex here, to open different dashboards depending on the data being handled.

Create the Menu Item

  1. Open the menu configuration again and add a menu item to open the Businesses dashboard. Set:
    1. NameBusinesses
    2. Action: Open Businesses Only
  2. Apply all changes.

Switch to App Mode. Load your application by going to the PhixFlow icon in the top left hand corner of the application. Clicking Click the icon will give you a list of available applications - select Contact to list all available applications and select Contact Manager.
You will see your new menu. Check this works by going to each to menu item , and checking that the correct dashboard opens.

Note

Look at the URL in your browser. You will see that PhixFlow has appended the name of the application to the base URL. It

...

has also

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added a direction to

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the default top level menu.

Application URLs

You can grab this URL You, or the application users, can navigate directly to the application using a URL.You can either copy the URL from the browser address bar to share with users of the application, but or you can also construct them the URL yourself.

The URL format is:

[base url]?application=[application name]

In this caseexample, the constructed URL is something like:

https://hosted.phixflow.com/train/start.html?application=Contact Manager

(Note that you don't need to put a The direction to the Default top the default top-level menu at the end of the URL is optional.)

Default Actions

Set the default action on the top-level menu. This The default action will run when the application is started. For this example, and we will use the default action to open the Businesses dashboard when the application starts:.

  1. Open the top-level menu.
  2. Set the Default Action to be Open be Open Businesses Only.
  3. Save your changes.

Refresh the browser page to restart the application - you . You will see that the Businesses the Businesses dashboard opens straight away.



Panel

Next video: 12. Validate Input