Use the Core UI navigator
Everyone can collapse and expand the navigator, work with favorites, and view navigation history in Core UI.
Collapse or expand information in the Core UI application navigator
You can collapse or expand information in the application navigator to display only what you want to see.
始める前に
Role required: none
手順
| オプション | 説明 |
|---|---|
| Collapse or expand an application or application section | Click the application or application section label. |
| Collapse or expand all applications | Double-click the all applications tab icon ( ). |
| Collapse or expand the application navigator | Click the arrow icon at the bottom of the application navigator. In the collapsed view, the application navigator displays favorites only. Click the filter icon or the arrow icon in the collapsed view to expand the application navigator. |
Add or edit favorites in Core UI
You can add, edit, or delete favorites for frequently accessed items in the application navigator.
始める前に
Role required: none
このタスクについて
Favorites also appear in the collapsed view of the application navigator as icons.
手順
-
Add a favorite in one of the following ways.
オプション 説明 Add a module as a favorite In the application navigator, click the star icon by a module. Add all the modules under an application as favorites In the application navigator, click the star icon by an application. Add a list as a favorite using the list context menu - Open a list.
- Click the list context menu icon (
) by the list title. - Select Create Favorite.
- In the flyout, edit the name and icon as needed.
Add a list as a favorite by dragging and dropping - Open a list.
- Drag a breadcrumb to the Favorites tab of the application navigator.
Add a record as a favorite using the form context menu - Open a record.
- Click the form context menu icon () by the form title.
- Select Create Favorite.
- In the flyout, edit the name and icon as needed.
Add a record as a favorite by dragging and dropping - Open a record.
- Drag the record title to the Favorites tab of the application navigator.
Add a different type of link as a favorite Drag a supported link type to the Favorites tab of the application navigator. You can drag any of the following links: - Breadcrumbs
- Links in lists
- Reports
注:You may not be able to create bookmarks with other types of links.Add a knowledge base article as a favorite - Open a knowledge article.
- In the header at the top left, click the star icon.
- In the Create Favorite dialog box, edit the name and icon as needed.
- Click Done.
You can add a different favorite for each view of a list or form.The favorite is added to the Favorites tab of the application navigator. -
To edit or delete a favorite, complete any of the following actions.
オプション 説明 Reorder favorites in the list - At the bottom of the application navigator, click Edit Favorites.
- Drag a favorite to a new location in the list.
- Click Done or Edit Favorites.
Customize the name or icon for a favorite - At the bottom of the application navigator, click Edit Favorites.
- Click a favorite.
- Customize the name and icon as needed.
- Click Done or Edit Favorites.
Delete a favorite - Point to the favorite.
- Click the remove favorite icon (
).
View your navigation history in Core UI
In Core UI, you can view your navigation history in the application navigator.
始める前に
Role required: none
このタスクについて
Items you have accessed recently appear in the history tab of the application navigator, which is represented by a clock icon. Items appear in chronological order from most to least recently accessed.
History entries are stored in the Navigator History [sys_ui_navigator_history] table. The system creates history entries for many types of content, including lists, records, and dashboards. Some content types are not tracked in the history, such as UI pages and other non-standard interfaces.
手順
- In the application navigator, click the history tab, which is represented by a clock.
- Click an item to open it.