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Field reference

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How to use Desktop Icon in Navigation Setup: access, working steps, fields, related records and troubleshooting.

System AdminUpdated 12 October 2026Configuration-aware guidance
Open Desktop Icon ↗Module guide

Purpose and access

Keep the 14-app structure and module landing dashboards aligned with permitted ERP routes. Search and direct links complement the menu. Do not expose a route solely to avoid fixing an underlying permission issue.

This page is a record page in System Admin → Navigation Setup. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Review the current settings or existing records and prepare the information needed for the change.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Desktop Icon from System Admin → Navigation Setup, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
  5. Save the record and address validation messages. Reload and verify the saved values and relationships.
  6. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
LabellabelData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Icon Typeicon_typeSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Link
  • Folder
  • App
Link Typelink_typeSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Workspace Sidebar
  • External
Link Tolink_toDynamic Link
Optional		Select the record identified by the associated document-type field. Verify both the type and the linked record.
Parent Iconparent_iconLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Desktop Icon

SidebarsidebarLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Workspace Sidebar

Icon Imageicon_imageAttach
Optional		Upload the permitted evidence file. Confirm the record and privacy settings before sharing.
StandardstandardCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
AppappAutocomplete
Optional		Complete the value according to the field label and the record’s validation rules.
Logo URLlogo_urlData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
IdxidxInt
Optional		Enter a whole-number value.
LinklinkSmall Text
Optional		Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
HiddenhiddenCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Restrict Removalrestrict_removalCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Background Colorbg_colorSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • gray
  • blue
RolesrolesTable
Optional		Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: Has Role

Child tables

Roles — child-row fields
FieldType / behaviorHow to use it
RoleroleLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Role

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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