Creating Static Navigation by Pinning a Folder

Overview

Static navigation can be created by pinning a Folder to the Address Bar; subfolders will be displayed as links and actions as menu items in a section above the Folder Tree that will not change when moving between objects within Decisions. The following article will demonstrate how to pin a Folder that will remain static in every view of the Portal.

Example

1. Navigate to a Designer Folder, right-click it to open the Action Menu, and locate Manage > Pin to Top Menu.
2. In the Pin Folder to Menu window, the name of the Folder is automatically in place for the user. Configure the Type as desired.
3. The Look and Feel section is available to the user for extra customization of the pinned Folder.
4. Select ADD FAVORITE when complete.
5. Notice the appearance of the new pinned Folder [End User Portal] above the Inbox in the Folder Tree.