Navigation Flow Design

Designing an effective navigation flow ensures that users can easily access and utilize the features and data they need.

Use these best practices to design helpful navigation flows.

Navigation flows set the clusters or cards available at the top of the user screen. The cards are typically associated with actions in your business process, such as Plan Revenue and Plan Expenses. Within each card, vertical tabs can be created to lead the user through the process for that business area. Forms can be linked to a vertical tab to guide the user in the process. Vertical tabs can have one or many horizontal tabs linking to either forms or dashboards.

Your application comes with a default navigation flow. To customize the cards and flow for your organization, copy the default, and then you can use it to make your own.

You can create a cluster to represent an entire business process that can contain cards for the actions, or you can create new cards. Cards can be designed to be single page or can have multiple tabs. For a card that is set up to be tabular, you can have multiple tabs that allow you to have content visible to the end user as horizontal tabs. You specify the content type for each of the tabs and link to an artifact.

For example, you can associate cards with:

  • Dashboards

  • Forms

  • Rules

  • Approvals

When customizing navigation flows, keep these guidelines in mind:

It is a best practice to associate navigation flows with groups. You can then tailor a navigation flow to apply to a particular group. Keep in mind that users can be part of more than one group, so they can have access to more than one navigation flow.

Periodically validate navigation flows. See Using Validate to Find Missing Artifacts in Navigation Flows.

You can create translation labels for clusters, cards, or tabs in the Artifact Labels page. See Customizing Labels for Cards, Tabs, and Clusters.

For more information, see Understanding Navigation Flows and Designing Navigation Flows in Cloud EPM.