Contents

Cancel

Recommended Articles

  1. unify-apps

    Indexing

    Unify AI

    Transform raw content into searchable knowledge through AI-powered indexing and vector embeddings

  2. unify-apps

    JobNimbus

    Unify Integrations

    Integrate your application with JobNimbus to manage leads, track jobs, and streamline your workflow processes efficiently

  3. unify-apps

    IMAP

    Unify Integrations

    Integrate your app with IMAP to enable seamless email synchronization, real-time access, and enhanced communication workflows.

  4. unify-apps

    Preview Your Work

    Unify Automations

    Effortlessly review & monitor your automation’s performance

  5. unify-apps

    QuickBooks

    Unify Integrations

    Integrate your app with QuickBooks to streamline accounting, automate invoicing, and manage finances effortlessly

  6. unify-apps

    FTP/FTPS

    Unify Integrations

    Connect your app with FTP/FTPS to automate secure file transfers and streamline data exchange across systems.

  7. unify-apps

    Filters

    Unify Applications

    Enable users to refine, search, and sort data effortlessly across dashboards and datasets

  8. unify-apps

    Insided

    Unify Integrations

    Integrate your app with Insided to enhance customer engagement, streamline community management, and drive self-service support.

  9. unify-apps

    Facebook Ads

    Unify Integrations

    Connect your app with Facebook Ads to automate campaign management, optimize ad performance, and track marketing success.

  10. unify-apps

    Gainsight

    Unify Integrations

    Integrate your app with Gainsight to enhance customer success, automate engagement workflows, and drive retention

  11. unify-apps

    Livestorm

    Unify Integrations

    Integrate your app with Livestorm to streamline webinar hosting, automate event management, and enhance audience engagement.

  12. unify-apps

    Snowflake

    Unify Automations

    Connect to Snowflake for fast, scalable cloud data warehousing and analytics

  13. unify-apps

    Cognito Forms

    Unify Integrations

    Integrate your app with Cognito Forms to create custom forms, automate data collection, and streamline workflows

  14. unify-apps

    Button

    Unify Applications

    Create interactive elements with ease using buttons

  15. unify-apps

    BambooHR

    Unify Automations

    Integrate your app with BambooHR to streamline HR management, automate employee data processing, and enhance onboarding workflows

  16. unify-apps

    Build your first automation

    Unify Automations

    Learn how to build your automation step by step

  17. unify-apps

    User Management

    Unify Applications

    Efficiently manage user roles and permissions

  18. unify-apps

    Microsoft Teams

    Unify Automations

    Connect your app with Microsoft Teams to enhance communication, automate workflows, and foster collaboration across your organization

#
Unify Applications
Logo
Navigation

Navigation

Logo

5 mins READ

Overview

Page navigation allows users to specify which pages are displayed in the side panel, ensuring that the most critical sections are easily accessible.

Additionally, you can determine the order of these pages, along with their icons and names, for a streamlined and intuitive user experience.

This guide will explain how to configure page navigation, including adding, editing, and organizing navigation items.

Image
Image

Access the Page Navigation

You can access the navigation settings by navigating to the "Settings" section in your Unify Applications interface and selecting "Navigation" from the sidebar.

Image
Image

Add Menu Items

Menu items are the primary navigation elements that are prominently displayed in the side panel. These items represent the main sections or functionalities of the application that users frequently access.

These items are positioned at the top of the side panel for easy access.

To add a new navigation item, click the "+" button next to "Menu Items" and a new item will appear in the list.

Image
Image
Thumbnail

Tip

Use the Default Page Option to define the first landing page of your application.

Define Properties of each menu item

You can edit an existing navigation item by clicking on the navigation item you want to edit and updating the details in the properties panel..

Property

Description

Type

You can choose the type of navigation item. It can be a URL to another website, a page already made in your application or a Group. 

Page/URL

This is where you choose Page Name from the list of pages in your application or add the URL in case the navigation item is a URL.

Label

This is where you write the name of the page. Ensure that you name each page appropriately to provide clarity and context for users.

Icon

This is where you can choose icons that will come in the Navigation Panel. alongside the label Ensure you Assign distinctive icons to each page for quick identification and enhanced usability.

Thumbnail

Note

To define the order of navigation items, you can simply drag and drop them to rearrange their order.

Add Profile Page

Profile Page is added as a secondary item in the Navigation Panel.

Secondary items are additional navigation elements that appear at the bottom of the side panel. These items are usually less frequently accessed but are still important for overall application functionality.

Image
Image

To add a new secondary navigation item, click the "+" button next to "Secondary Items" and a new item will appear in the list.

Define Panel Permissions

  • You can set navigation panel permissions for each item by selecting the navigation item for which you want to set permissions. 

  • In the properties panel on the right, click the "+" button next to "Permissions" to add any required permissions for accessing this page. 

  • Configure the permissions based on user roles to control who can access the page.

Thumbnail

Refer

You can read more about Page Navigation in the Permissions Article.

Best Practices

  1. Consistent Naming: Using clear and consistent names for your navigation items makes it easy for users to understand.

  2. Logical Structure: Arranging navigation items in a logical order that aligns with the user flow of your application is beneficial.

  3. Use Icons: Adding icons to navigation items can help users quickly identify different sections.

  4. Set Permissions: Configuring permissions for sensitive pages helps control access based on user roles.

  5. Default Page: Choosing a default page that serves as the main entry point or landing page for users accessing your application is important.

FAQs

Can I link to external URLs in the navigation?

Yes, you can link to external URLs in the navigation by adding navigation items that link to external URLs and selecting "URL" as the type.

How do I reorder the navigation items?

You can reorder the navigation items by dragging and dropping them in the desired order within the Navigation settings.

What happens if I do not set a default page?

If you do not set a default page, the application will not have a designated landing page, and the application will show the first page as the starting page of the interface.

How do I delete a navigation item?

You can delete a navigation item by clicking on the trash icon next to the item in the Navigation settings.

Can I customize the icons for navigation items?

Yes, you can customize the icons for navigation items by selecting an icon from the properties panel when configuring the navigation item.