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Creating navigation rules

Updated on December 13, 2022
Applicable to Theme Cosmos applications

Build intuitive menus that match the business requirements of your application by creating custom navigation rules. Navigation rules help you define the structure and content of a context menu or a navigation panel.

For example, your loan management application might require the following menu:
  • Transfer
    • Transfer to user
    • Transfer to manager
  • Attach note
  • Send email

For the Send email row, you want the menu to display the customer email address as a badge next to the menu row. To prepare, you create a CustomerEmail field that stores this information.

  1. In the header of Dev Studio, click CreateUser InterfaceNavigation.
  2. On the Create Navigation tab, specify the label, context, and ruleset for the section, and then click Create and open.
    Note: In the context field, use the same class as the section rule to which you want to add the menu.
  3. On the Editor tab, define the structure of the navigation rule by adding rows from the editor menu.
    For example:
    Sample navigation rule structure and the editor menu
    The menu allows you to add and remove new menu rows.
    You can also drag menu rows into place.
  4. Double-click a navigation rule row to open the properties pane on the right side of the screen, and then, in the Type list, define the response to launch when users select the row:
    • To launch an action, select Item.
    • To launch a node that you source from a list or page group, select Item list.
    • To launch another navigation rule, select Reference.
    • To launch a custom activity, select Custom.
    • To insert a horizontal separator in place of the node, select Separator.
    • To launch a right-click menu, select Selected item.
    For example: In the case of the sample menu, attach a single action to each row in the menu. Consequently, select Item for all rows.
  5. On the General tab, define the basic settings for the menu row.
    For example: For the Send email row, perform the following actions:
    • In the Label field, enter Send email.
    • In Tooltip field, enter Send an email to the customer.
    • In the Badge list, select Field value, and then, in the next field, enter CustomerEmail.
  6. For the Item and Item list menu row types, on the Presentation tab, in the Selection field, define how the user selects the menu item:
    • To hide selection marks, select None.
    • To display a checkbox or a radio button, select Checkmark, and then add the when rule associated with the selection.
    • To allow users to select a group of items, select Group, and then provide the ID of the group.
  7. For the Item, Item list, and Selected item menu row types, on the Actions tab, click Add an action, and then select what happens when users click a menu row.
    For example: For the Send email row, perform the following actions:
    1. Click Add an action, and then expand the action list by clicking All actions.
    2. Click Open local action.
    3. In the Flow action field, enter SendEmailCorr.

    For more information, see Adding action sets to a control.

  8. In the After action field, select the refresh strategy for the menu row.
  9. For the Item list rows, on the rule form, in the Pages & Classes tab, declare the page.
  10. On the Edit Navigation tab, click Save.
What to do next: Integrate the rule into your UI:

Tags

Pega Platform 8.7 User Experience

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