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Salesforce Classic: Set-up Navigation Bar
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The Navigation Bar allows users to navigate to and between features of Amp Impact. To set up the required Tabs in the Navigation Bar, the admin will have to create a Custom Setting record for each Visualforce page that will be used and navigated to.
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Page API Name and Unique Key are static values that need to be inputted for the Nav Bar to function correctly. |
Page | Name | Page API Name | Title | Unique Key |
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Project | Project | /apex/ampi__project | Project | proj |
ManageLogframes | Manage Framework | /apex/ampi__managelogframes | Manage Framework | mf |
ActivityTracking | Activity Tracking | /apex/ampi__activitytracking | Activity Tracking | at |
ManageIndicators | Manage Indicators | /apex/ampi__manageindicators | Manage Indicators | mi |
SetTargets | Set Targets | /apex/ampi__settargets | Set Targets | st |
AddResults | Add Results | /apex/ampi__addresults | Add Results | ar |
PerformanceGraph | Performance | /apex/ampi__performancegraph | Performance | pg |
ManageDisbursements | Manage | /apex/ampi__managedisbursements | Manage | md |
Salesforce Classic: Determine Navigation Bar Access
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This is used to customize the Navigation Bar for different users e.g. Digital Experience user vs. Client-organization users.
To display any part of the Navigation Bar for a certain profile or user, the admin must create a “Nav Bar
Access” record for that profile or user. The admin can set a default view of the Navigation Bar for the
entire organization using the Default Organization Level Value.
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Click on Manage
Click on Edit
A list of settings would be displayed. Check/Uncheck these settings based on the table below:
Field Label | Related UI Element | UI if True | UI if False |
|---|---|---|---|
Hide Add New | Controls the display of | Add New Disbursement | Add New Disbursement |
Hide Delete Icon | Controls the display of | Delete Icon is hidden. | Delete Icon is visible. |
Hide Edit Icon | Controls the display of | Edit Icon is hidden. | Edit Icon is visible. |
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Salesforce Classic: Customize the Project Record Page
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