Subnavigation Configuration

Introduction

This user guide provides step-by-step instructions for configuring Sub Navigation within the application. Users will learn how to log in, navigate through the settings, add sub-items, and publish their changes. This guide aims to enhance user experience by streamlining navigation.

Overview

Sub Navigation is crucial for organizing content and improving user navigation within the application. This guide outlines the procedures for adding sub-navigation items, setting permissions, and managing icons, ensuring effective navigation management.

Prerequisites

Before proceeding, ensure you have:

• Access to the tools and AppCMS.

• Adequate permissions to modify settings.

• Familiarity with existing icons and navigation structures.

Steps/Instructions

1. Login to Tools

• Navigate to the Tools login page.

• Enter your credentials and click Login.

2. Login to AppCMS

• Access the AppCMS through tools.

  

3. Click on Template Builder

• Click Template Builder under AppCMS section.

• Select Edit Template to modify the desired template.

  

4. Global Settings

• After accessing the Template Builder, navigate to Global Settings.

• Review the current settings to understand the existing configuration.

5. Header Navigation

• Click on Header Navigation to view the current navigation structure.

• Familiarize yourself with the layout and existing items.

  

6. Teams Section

• Navigate to the Teams section from the main menu.

• In the Teams section, input Sub Navigation Screen in the Linked To field.

  

• Click on + ADD SUB ITEM to create a new sub-navigation item

7. Complete the Required Fields

Fill out the following fields as part of the sub-navigation setup:

1. Caption: Enter a descriptive title for the sub-navigation item.

2. Icon: Choose or upload an icon that will represent the sub-navigation item.

3. Linked To: Specify the destination URL where users will be directed when they click on this item.

4. New Tab: Select this option if you want the link to open in a new tab.

5. Add Separator in Navigation: Check this option if you want to include a visual separator in the navigation menu.

   • User Access: Set permissions to control who can view or interact with this navigation item.

   • Platforms: Choose the specific platforms or areas within the system where this navigation item will be accessible.

   

📖 Important Information:

• In the Icons field, you can select existing icons or add new icons via a URL link.

Sub Navigations

• Sub Navigations refer to sections or subsections that fall under the main navigation.

ADD SUB ITEM

• The ADD SUB ITEM button allows you to add new items under any navigation or sub-navigation.

Linked To Field

• Specify the Destination URL in the Linked To field, which directs users to the appropriate location when the navigation item is clicked.

User Access

• Set User Access permissions to determine who can view or interact with the navigation item.

Platform

• Choose the specific Platform or area within the system where the navigation item will be accessible.

New Tab

• The sub-navigation will redirect to a new tab when clicked.

Navigation Config Feature

• Under Navigation Config, you can select between Standard and Thumbnail Navigation.

  • Standard Navigation: Displays items in a list format.

  • Thumbnail Navigation: Utilizes images or thumbnails for a more visual approach.

  

Publishing Settings

After configuring your settings, click PUBLISH ALL to apply all changes.

Adding Thumbnail Sub Navigation Types

To add a thumbnail icon:

1. Search for the relevant page under the Pages section.

2. Click on Settings.

3. Go to the Thumbnail Type section.

Choose Thumbnail Types

1. Select from the following available Thumbnail Types for your sub-navigation:

• 3×4: A portrait layout that is taller than it is wide, ideal for displaying vertical images.

• 16×9: A widescreen format commonly used for videos, offering a balanced aspect ratio suitable for various content types.

• 1×1: A square format that is versatile and works well for icons or images where equal height and width are desired.

• 32×9: An ultra-wide format that is great for panoramic images, providing a cinematic feel to your thumbnails.

• 9×16: A vertical layout perfect for mobile displays, often used for stories or content intended to be viewed on smartphones.

2. Select the desired thumbnail type or click ADD THUMBNAIL.

3. Finally, click Publish Page to make the page live.

📄 Notes

• Double-check all links to ensure they direct to the correct location before publishing.

• Review user access settings to avoid unauthorized access to navigation items.

• Ensure icons and URLs are correct for a seamless user experience.

Troubleshooting Steps

🔰 If you encounter issues saving or publishing changes, try refreshing the page and attempting again.

🔰 Clear your browser cache if the application does not reflect the latest changes.

🔰 If the problem persists, check for system-wide outages or issues.

Contact Support

If you encounter any issues or have questions, please reach out to our support team:

1. Contact Information

• Email: techsupport@viewlift.com

• Phone:

  • US: +1-800-859-0420

  • UK: +44-203-014-8921

2. Support Hours

• B2C (Business to Consumer): Monday to Friday

• B2B (Business to Business): 24/7 support available