Introduction to Navigation
The Navigation section of Process Studio is the heart of the user experience on the web portal. It allows you to structure data access, define dashboards, and organize workflows.
Navigation Architecture
The system is based on a four-level hierarchy, from the global entry point down to the individual record.
graph TD
A[Navigation Bar] --> B[Navigators & Portals]
B --> C[Views & Widgets]
C --> D[Records & Forms]
sidebar_key: concepteurs-process-studio-navigation
📂 Section Summary
Below you will find all the guides organized by topic to master the configuration of your interface.
Views (The Data Engine)
Views are the basic building blocks that extract and display your data.
- View Concepts: Understanding the role and anatomy of a view.
- Creating a View: Step-by-step guide for your first view.
- Column Configuration: Formatting, icons, and data types.
- Filtering and Pre-filters: Dynamic search and SQL criteria.
- Advanced Configuration (SQL): Mastering advanced mode, CTEs, and system markers.
Navigators (Menu Organization)
Navigators group your views by business themes.
- Navigators: Hierarchy concepts, headers, and folders.
- Creating a Navigator: Assembling views and managing creation buttons.
Navigation Bar (The Entry Point)
This is the top horizontal menu that distributes access according to user profiles.
- Navigation Bar: Creation and association with profiles.
- Tab Configuration: Adding navigators and portals.
Extensions and Portals
- Portals: Creating interactive dashboards with widgets.
- Script Library: Sharing C# code to extend view functionalities.
🚀 Recommended Construction Flow
For efficient implementation, we suggest the following order:
- Prepare the Views: Define which columns and filters are needed.
- Organize the Navigators: Group your views by theme.
- Assemble the Navigation Bar: Create the final menu and link it to user profiles (Admin, Quality, etc.).