How to get left pane navigation?

I’m trying to figure out how to get the left pane navigation that Epicor has on the standard entry screens on a custom app. The make sure I had nothing interfering, I started from the template provided by the Wizard for an App:


Navigation is checked:

But I don’t see any navigation pane, I was checking against some base layer for quote and order and I don’t see what settings make this appear. Anyone know?

Example of the nav pane on quote entry:

If you start with one of the UD entry apps, it comes with left nav. Maybe either use that or compare to see what’s different. I don’t know how to get left nave on the app wizard app.

@Evan_Purdy I can’t say I fully understand when the left-hand navigation pane is activated… but I can get it to turn on **by adding a panel card grid** to the page layout.

Example: ABC Code, of course.

Stock application… NO left-hand navigation pane.

Note: Enable Navigation is unchecked… i think this feature is tied more to the breadcrumb bar than it is to triggering the left-hand pane.

If I add a Panel Card…

No Left-hand Pane:

If I add a second panel card… same results:

But, if I get rid of that second panel card and add a panel card GRID instead… BINGO!

I can even remove the initial added panel card and the navigation remains:

Quick test in a Dashboard, I can have a panel card and a grid and no left-hand pane.

BUT… in a test APP…
Adding a Panel Card… nada:

Adding just a panel card GRID… yahtzee!

Interesting, hope to give this a try later today. I wonder if it works even if the panel card grid was hidden.

Nope…

Hide my pcGrid:

Result: :sob:

best bet may be to add a pcGrid to force the left-hand pane, but set it to not expand at runtime, and set it to disabled so the user can’t interact with it. A pain, but… works:

Well… if you hide the PCG by default, you lose the left-hand pane functionality.

BUT… if you set hidden = true via event (Property Set) after the page loads… it works to hide the PCG.

But… you do end up with a dead link in the left-hand pane.

Pick your poison, I guess.

Had to copy some json from a dashboard to an app, but it works as you said.

I don’t understand the point of different app types.

My thought on that (which is probably by no means correct) is that “Apps” are used when dealing with BOs. So if I’m creating an App, its because I plan to Add/Edit/Delete records. And those records could have child records. (Order > OrderLines… UD101 > UD101A, for example).

Dashboards are more to view existing data (Sales dashboard to see open orders, expiring quotes, etc. all in one place). For dashboards I’m usually populating them with BAQs… though, I’ve certainly created my share of GetByID events to ping BOs… and plenty of “Updates” to modify records.

And that’s where the lines get blurry. With enough custom events, you can easily make a dashboard function as an app.

Like we just saw, there are definitely some underlying structural differences. I couldn’t get the left-hand pane to appear in a “dashboard” (to use the current example) but it worked in an “App”. :man_shrugging:

I agree with you, it would be nice to have a clearer understanding of the differences “under-the-hood”.