Adding a Navigation Menu Bar

Owned by Fiona Sargeant (Unlicensed)
Last updated: Nov 28, 2023 by Zoe Baldwin

Overview

PhixFlow allows you to create navigation menus that always appear. This allows for a single menu to be set up that can be accessed from any point in your application. It is also possible to set up a menu that only displays when called. Template navigation menus are provided with the Serene Grey Template Package.

Create a Custom Menu

  1. From the Screens home page, click  Add Menu.

  2. Complete the details:

    1. Name - indicative of the menu being created

    2. Add to startup action -  if you want the menu to open with the application

    3. All users can View Data - toggle off to only allow selected user groups to view the menu. See Managing User Groups and Privileges.

    4. Position - where you would like the menu to appear. Defaults to Pinned to Top

    5. Height/Width - If using Pinned to Top, the Serene Grey Navigation menu is designed to be 50px

    6. Description, for example, Main navigation menu for application

    7. Template section, click on the desired navigation menu. Hover over each one to see the full description, or right-click and press Display to see a preview.

  3. Click Create Application Menu.

    1. This may take a few minutes to generate the menu.

Adding Navigation Menu Buttons

There are two methods to add buttons.

Method 1: Drag Screen onto Navigation Menu

  1. Open your Navigation Menu and ensure it is  Unlocked 

  2. From the toolbar, click screen Screens to open the list of available Screens in the Repository
  3. Drag the screen you wish to open onto a clear space on the Navigation Menu, i.e. not on top of an existing button

  4. Provide a name for the button and continue

  5. PhixFlow automatically creates an actionflow that will open this screen

    1. To edit the actionflow, right-click the button and select Display Actionflow; see Understanding Actionflows.

  6. This process is illustrated here:

The default settings for a menu button must be set up for this method to work.  

In your application's  Properties, ensure a style is set for the Menu Button Component in the Default Components section of the  Styles tab. See Application Properties.

This can also be setup in the System Configuration. See System Configuration.

Method 2: Create button and link to screen

  1. Open your Navigation Menu and ensure it is  Unlocked 

  2. Open the Palette and open Buttons - Navigation

  3. Drag Button - Custom onto the Navigation Menu and give it a name

  4. From the toolbar, click screen Screens to open the list of available Screens in the Repository

  5. Drag the required screen and drop it onto the button you just created

  6. PhixFlow automatically creates an actionflow that will open this screen

    1. To edit the actionflow, right-click the button and select Display Actionflow; see Understanding Actionflows.

  7. This process is illustrated here:

Updating the Navigation Button Icon

  1. Click on the button to open its properties

  2. Click the  Styles tab

  3. Scroll down to Image

  4. Tick the box to override the style

  5.  allows you to add a new image

    1. Follow the prompts to add a new image

  6.  List Images allows you to select an existing image

    1. A list of available images appears, drag the desired image into the input box

  7.  Apply your changes

Example Setup