Navigations

SnapApp’s navigation system provides users with seamless access throughout the application. By configuring intuitive navigation elements, you can ensure users move efficiently between dashboards, record views, and external resources.

Table of Contents

• Types of Navigation Components
• Creating a Navigation Component
• Component Configurations
• Specific Configuration Rules:
• Common Layout & Logic
• Position
• Conditional Visibility (Show If)
• Parent Grouping

Types of Navigation Components

SnapApp supports various component types to help you build a tailored user experience:

Creating a Navigation Component

1. Open Application Settings.
2. In the left navigation panel, locate the UX section and select Navigation.
3. Click the + Add New button on the right-hand side of the list view.
4. Select the Type of Navigation Component you wish to create from the available list.

For Create View:

1. Select the Object from the dropdown
2. Provide a proper Name for your navigation component and Description
3. Choose the Icon that you want to display and select the status as Active to make your nav component visible.

For Custom View:

1. Select the particular View from the dropdown.
2. Provide a proper Name for your navigation component and Description
3. Choose the Icon that you want to display and select the status as Active to make your nav component visible.

For Dashboard:

1. Select the particular Dashboard from the dropdown which was created earlier
2. Provide a proper Name for your navigation component and Description
3. Choose the Icon that you want to display and select the status as Active to make your nav component visible.

For Dynamic View:

1. Select the particular type of Views from the dropdown like Calender, Card, Form, etc. and also Select an Object from the dropdown
2. Provide a proper Name for your navigation component and Description
3. Choose the Icon that you want to display and select the status as Active to make your nav component visible.

For Group View:

1. Provide a proper Name for your navigation component and Description
2. Choose the Icon that you want to display and select the status as Active to make your nav component visible.

For Page View:

1. Select the particular Page from the dropdown which was created earlier
2. Provide a proper Name for your navigation component and Description
3. Choose the Icon that you want to display and select the status as Active to make your nav component visible.

For Separator View:

1. Select the status as Active to make your nav component visible.

For URL View:

1. Enter a URL that you want to get redirected to by clicking the navigation component
2. Provide a proper Name for your navigation component and Description
3. Choose the Icon that you want to display and select the status as Active to make your nav component visible.

Component Configurations

Regardless of the type selected, most components require a Name, Description, and an Icon. Set the status to Active to make the component visible to users.

Specific Configuration Rules:

• Create View: Select the target Object the user should be able to create.
• Custom View: Select the specific View from the dropdown.
• Dashboard: Select the pre-created Dashboard from the dropdown.
• Dynamic View: Select the View Type (e.g., Calendar, Card, Form) and the associated Object.
• Group View: You must first create a Group entry, then assign the navigation item to that Group via the dropdown.
• Page View: Select the target Page from the dropdown.
• URL View: Enter the destination URL.
• Separator: No specific data required; simply set to Active to display the line.

Common Layout & Logic

Position

Choose where the navigation element will appear within the application interface:

• Left Nav: The primary vertical sidebar.
• Top Nav: The horizontal bar at the top of the screen.

Conditional Visibility (Show If)

To control access dynamically, use the Show If field. By entering a logic expression here, you can hide or reveal navigation items based on user roles, permissions, or specific data conditions.

Parent Grouping

If you want a navigation item to appear inside a dropdown menu (Folder or Group), select the appropriate parent in the Group dropdown during configuration.

Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai