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Organizing the main menu for a portal

Applicable to Cosmos React and Theme Cosmos applications

Build a navigation menu that effectively organizes the content of your portal by adding pages to the menu and determining the available case types.

  1. Open your portal:

    1. In the navigation pane of App Studio, click Channels.

    2. In the Current channel interfaces section, click the icon that represents the portal whose menu you want to edit.

  2. On the portal page, on the Content tab, click the Navigation category.

  3. In the Navigation menu section, configure the look of your navigation menu:

    • To add a page to the menu, click Add item, and then select the page from the list.
    • To remove a page from the menu, click the Remove icon next to the page name.
    • To change the order in which pages appear in the menu, drag the pages to rearrange their positions.
    The preview on the right side of the work area reflects the changes that you make to the menu.
  4. In the "Create" menu section, define which cases the user can create by clicking the Add case type menu item:

    You can add only parent cases to the menu.
    1. To add a case type to the menu, click Add case type, and then select the case type.

    2. If you want to remove a case type from the menu, click the Remove icon next to the case type name.

    3. If you want to change the order in which cases appear in the menu, drag the case types to rearrange their positions.

  5. Click Save.

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