Use the Core UI navigator
Everyone can collapse and expand the navigator, work with favorites, and view navigation history in Core UI.
Before you begin
Role required: admin
About this task
Complete any of the following tasks to work with the navigator in Core UI.
Parent Topic:Core UI application navigator
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.
Before you begin
Role required: none
Procedure
- Perform one of the following actions.
| 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 \( Image omitted: IconUI16AllApplications.png All applications tab icon\). |
| 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. |
The collapsed view of the application navigator displays favorites only
Add or edit favorites in Core UI
You can add, edit, or delete favorites for frequently accessed items in the application navigator.
Before you begin
Role required: none
About this task
Items you add as favorites appear in the favorites tab of the application navigator, represented by a star icon.
Core UI favorites in the application navigator favorites tab
Favorites also appear in the collapsed view of the application navigator as icons.
Procedure
- Add a favorite in one of the following ways.
| 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 |
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| Add a list as a favorite by dragging and dropping |
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| Add a record as a favorite using the form context menu |
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| Add a record as a favorite by dragging and dropping |
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| 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 Note: You may not be able to create bookmarks with other types of links. |
| Add a knowledge base article as a favorite |
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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.
| Reorder favorites in the list |
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| Customize the name or icon for a favorite |
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| Delete a favorite | 1. Point to the favorite. 2. Click the remove favorite icon \( Image omitted: RemoveFavoriteIcon.png Remove Favorite icon\). |
View your navigation history in Core UI
In Core UI, you can view your navigation history in the application navigator.
Before you begin
Role required: none
About this task
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 tab
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.
Procedure
In the application navigator, click the history tab, which is represented by a clock.
Click an item to open it.