How to manage the navigation

Introduction

From Powell Manager or directly from the portal, functional administrators can manage the top navigation to provide their users access to great and valuable content in the portal. 

 

Many options are available to answer different needs as :

- Redirect to a static link 

- Gathering links in the same section

- Get a kind of site depending on a property

- Display a node only for a group of users

 

Manage your navigation from your portal

The setting to manage the site navigation is accessible only to the Owner of the site behind the wheel icon displayed in the top navigation bar :

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After clicking on the setting, a left panel is opened and displays the navigation of the current site in edit mode :

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From there, it's possible to :

- Add a new node or section 

- Edit a current node or section

 

Create a new node or section

The Owner can choose to create a new node under an existing section or at the first level :

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Add a link under an existing section Add a link at the first level

 

The creation form is displayed and offers the following options :

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  • Title: the label that will be displayed in the navigation
  • Type of node
    • Static link: used to display only an URL 
    • Section: used to create a group of link
    • Search result: used to display the result of a query (for example, display the list of sites based on a particular template)
    • User groups: used to display Teams, Yammer, or Groups 

Static link 

A static link option is used to redirect the user to a specific URL.

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The Owner must fill out:

  • The absolute Url of the site starting with https://
  • The launch behavior to specify if the target page is opened in the same windows or in a new tab (we advise you to open external content in a new tab always to keep the intranet open)
  • The Audience to define if the link is :
    • Public: display for all users
    • Restricted to a SharePoint group: that's mean only users present in the group will see the link. (
    • Restricted to an AD group means only users present in the group will see the link.
  • If the link is created under a section with a display type defined as "With icon," the last option will be available to define the link picture (displayed to the left of the title). Note that if you do not select an icon, in this case, a default icon will be displayed (first letters of the title).

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Section 

Section option is used to gather static links. 

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The Owner can choose :

  • The display type to define if sublevels are displayed with icons or not
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Example of a section with display type defined With an icon Example of a section with display type defined as a Simple list
  • The orientation to define how the sublevels are displayed
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Example of a section with orientation defined as Horizontal Example of a section with orientation defined as Vertical
  • The Audience to define if the section is :
    • Public: display for all users
    • Restricted to a SharePoint group means only users present in the group will see the link.
    • Restricted to an AD group: that means only users present in the group will see the link.
  • Show button "See more" to add in the sublevel a link to a static page (for example, a hub of all departments) 
    • Label: the title of the button ("All communities" in the example below)
    • Description: the description ("Discover here all the company communities!" in the example below)
    • Url: the static Url where the user will be redirected to
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Example of a section with orientation defined as Horizontal and see more links enabled Example of a section with orientation defined as Vertical and see more links enabled

 

Example of a complete node created with sections :

  • Departments in pink are the first section
  • Human Resources / Let's keep the link / Communication / Corporate Services / Sales in blue are sub-sections created under the first one. Note that these sections can display search results or static links.
  • All other links in green are sublinks (static or search results) under previous subsections.

 

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Search link

The search link lets you create dynamic links in your navigation based on a search query.

 

Search result 

It is the most powerful navigation option, allowing the creation of complete dynamic navigation nodes based on search results. For example, a common need is to list all the departments.

Nothing is easier with the search result node! 

 

  • Search query : This is the query that will trigger your result. You can select an existing search query using the selector to simplify your task.
  • Max result to display: limit the number of results you want to display. We advise you to limit the number of results to a max of 10/15 items and if you have more, add a See more button to redirect to a complete list.
  • Hide navigation node if empty: means that if for the user the search doesn't return something, the complete node won't be displayed (for example, if he doesn't have access to any fetched sites or if he is not concerned)
  • Sort result: result can be sorted depending on a property (be careful that the selected property needs to be sortable)
  • Mappings
    • Title 
    • Description
    • URL
    • Image URL
  • For all the properties, it's possible to use an alternative property; it's needed if you get a different type of content, for example, sites but 
Query to fetch sites based on a specific template

RefinableString100:Powell027412

RefinableString100:Powell027206

 

User groups

With this kind of node, it's possible to display a list of groups. The user will only see groups to which he belongs.

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The Owner can choose to display :

  • The type of group displayed
    • All: gathering all Teams, Yammer, and favorites sites
    • Only Teams: To display the list of user's Teams
    • Only Yammer: To display the list of user's Yammer
    • Only favorites: To display the list of user's favorite sites
  • The max number to display: to limit the number of groups fetched
  • The redirect behavior :
    • Open the group page
    • Open the SharePoint site linked to the group
  • Show button "See more": same as before (section part)

Prerequisites

To have this feature available on the portal, you have to enable settings for the site collection in Powell manager(environment configuration part of a site collection) : 

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You also must select at least an Azure application on your site collection configuration (example Powell-GraphApi). The client application is needed to authenticate against the Api Manager and to retrieve groups if the navigation uses audiences.

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