FinancialForce Navigation Configuration Builder

You must have the FF Configuration Builders permission set assigned to you to use the Navigation Configuration Builder.

Navigation Configuration Builder is available from App Launcher. You can create configurations for the FF Navigation component, which you can add to a workspace or object record page. You can create a hierarchy in the configuration using the following elements: Sections, Groups, and Navigation Items.

The FinancialForce Configurations section contains a list of the standard configurations delivered by FinancialForce.

Navigation Configuration Builder contains different types of configuration provided by FinancialForce that are:

• Designed for workspaces and used in the FF Navigation component.
• Designed for the utility bar and used in the FinancialForce Navigation component.

Each product has its own configurations that are identified by the name of the configuration. For example, the correct navigation configuration for the Accounts Payable workspace is Accounts Payable Workspace.

When you create your own configuration or clone a FinancialForce configuration, the new configuration is added to the My Configurations section.

Note:

• From the Fall 2021 release, all PSA workspaces use a global PSA configuration name, PSA Navigation Configuration. For more information about using a global PSA configuration in workspaces, see the PSA Help.
• You cannot save the configuration if it exceeds the limit set by Salesforce for the Large Data field. You must reduce the content of the configuration in the builder before trying to save again.

Sections

Sections are the highest level element in a navigation hierarchy, and can contain groups and navigation items. You can reorder sections by dragging them to other parts of the configuration builder.

Note: To hide sections in the navigation pane, select the Hide Navigation Sections checkbox in the FF Navigation component.

Groups

Groups contain one or more navigation items and let you logically group navigation to improve the user experience. You can apply grouping up to five levels with the first being the parent group.

You can reorder groups by dragging them to other parts of the configuration builder. Ensure that you select the whole group that you are moving. When moving a group all of its sub groups or sections or items are also moved.

The blue line in the background indicates that the group can be dropped at the current position. A thicker blue line indicates if you are dragging the selection before or after the valid location.

Note: You can only have five levels within a group. You cannot drag groups to the section groups or nested groups if the maximum permitted nesting level is reached.

Navigation Items

You can add a navigation item to a section or group. Navigation items are links open apps, dashboards, objects, reports, tabs, or specific URLs. This provides a high level of flexibility, allowing items outside a Salesforce org to be available.

Keyboard Controls

You can use keyboard controls within a create or edit window. The controls are limited to the fields and buttons within the window until you press Esc, Cancel, Save, or close the window. For more information, see Keyboard Controls.