- Administering Tax Reporting
- Designing Custom Navigation Flows
- Viewing and Working with Navigation Flows
- Editing a Navigation Flow
Editing a Navigation Flow
To edit a navigation flow:
- Open the Navigation Flow page. See Viewing and Working with Navigation Flows.
- Click the name of the navigation flow you want to edit.
Note:
The predefined navigation flow isn't editable. However, you can create a copy of a predefined navigation flow and edit the copy. See Predefined Navigation Flows.
You'll see a page listing the cards and clusters in the navigation flow. On this page you can edit the role or goup assignation, designate which clusters and cards are visible on the Home page, change the order in which the navigation flow clusters and cards are displayed, add cards to clusters or remove them, and remove clusters and cards from the navigation flow.
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Assign To: Click
to assign the navigation flow to a group of users or to a role.
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Visible: Edit the visibility of the navigation flow clusters and cards on the Home page by selecting or deselecting them in the Visible column.
Note:
Ensure that you adhere to the navigation flow guidelines for visibility outlined in Navigation Flow Design Best Practices and Naming Considerations.
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Order: Clusters and cards are listed in the order in which they are displayed on the Home page, if visible. Selecting an up or down arrow option repositions the clusters and cards in the listing and changes the display order of the clusters and cards on the Home page. Selecting the right arrow moves a card into a cluster.
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Remove: Removes the cluster or card from the navigation flow.
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- Click a cluster or card to edit details. For descriptions of card details, see the following topics:
To reload a navigation flow to view design time changes, see Reloading a Navigation Flow.