Field reference
Navbar Settings
How to use Navbar Settings in Platform Settings: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review platform defaults and dependencies within the administrator’s authority. Record the reason and tested impact of changes. Authentication, session settings and security-sensitive configuration need a controlled change process.
This page is a settings page in System Admin → Platform Settings. 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
- Open Navbar Settings from System Admin → Platform Settings, or use ERP Search.
- Review the existing configuration before editing.
- 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.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- 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.
| Field | Type / behavior | How to use it |
|---|---|---|
Application Logoapp_logo | Attach Image Optional | Upload an appropriate image in a supported format. Logo and profile images have different purposes and access requirements. |
Settings Dropdownsettings_dropdown | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Navbar Item |
Help Dropdownhelp_dropdown | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Navbar Item |
Announcement Widgetannouncement_widget | Text Editor Optional | These announcements will appear inside a dismissible alert below the Navbar. |
Child tables
Settings Dropdown — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Labelitem_label | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Item Typeitem_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Routeroute | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Actionaction | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Hiddenhidden | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Standardis_standard | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Iconicon | Icon Optional | Complete the value according to the field label and the record’s validation rules. |
Conditioncondition | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Help Dropdown — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Labelitem_label | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Item Typeitem_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Routeroute | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Actionaction | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Hiddenhidden | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Standardis_standard | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Iconicon | Icon Optional | Complete the value according to the field label and the record’s validation rules. |
Conditioncondition | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
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.