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App Navigation

One page for how users move through the app: mobile bottom tabs vs drawer, desktop top tabs vs drawer, role-specific nav, and screens hidden from navigation (deep links only).

Navigation Groups and Screen Navigation Visibility stay as short pointers to this page. Those pages link here for the full navigation guide.

Navigation is the chrome around your screens: the tab bar, the drawer, and the desktop top tabs. It is not the same as screen visibility (who may open a screen) or data restriction (which rows they see).

Use this page when you are deciding:

  • Tabs vs a drawer on phones
  • Top tabs vs a drawer on desktop
  • Different menus per role
  • A screen that should exist but not appear in the menu (Select Items, a success content page, a deep-linked form)

When not to use navigation as a security control: hiding a screen from the menu does not hide it from a crafted URL if the user is allowed to open it. Use screen visibility and private apps for access.

  1. You have more than one screen.
  2. You know the primary role’s “home” screen.
  3. You have decided public vs private. Public apps still have nav; they just have no login chrome.
  1. Open Edit Navigation (builder, Screens rail or the nav editor).
  2. Choose the mobile pattern: bottom tabs or drawer.
  3. Choose the desktop pattern: TOP_TABS or DRAWER (DesktopNavigationType).
  4. Drag screens into the order users should see. First item is what most users treat as home unless you set a Profile landing screen.
  5. Optionally create navigation groups (section labels in the drawer).
  6. For each role that needs a different menu, configure that role’s visible screens. See Roles and navigation.
  7. For picker / success / wizard screens, turn Hide from navigation on. Give them an opener (button, form redirect, relation). See the how-to Open Screens That Are Hidden From Navigation.
  8. Preview phone and desktop. Publish.
Control Options What it does
Mobile nav Bottom tabs / drawer Phones and the “show mobile view on desktop” preview.
Desktop nav TOP_TABS / DRAWER Large-device chrome.
Large device view DESKTOP / MOBILE Force the mobile layout on desktop. See Desktop view.
Screen order Drag list Tab / drawer order.
Navigation group Label + member screens Drawer section headings.
Hide from navigation On / off Screen stays in the app, omitted from chrome.
Reuse screen Title-bar action Second nav entry for the same screen.
Detach Title-bar action Turns one reused tab into its own cloned screen.
Role menu Per-role screen set Different tabs for Client vs Staff.
Profile landing Everyday chrome Profile User-chosen default screen. See Profile.
App icon / colour / URL Brand Not nav structure. See App Icon, Colour, URL.

Bottom tabs work with a small set of top-level screens (about 3–5). More than that belongs in a drawer, or in tabs plus hidden deep links.

Use these when the same screen should appear more than once in the tab bar or drawer.

Action What it does
Reuse screen Adds another nav entry that still points at the same screen. Edits stay in sync.
Detach Shown when a screen is in navigation more than once. Clones this tab so you can edit that copy only.
Duplicate Screen Makes a full independent copy immediately (including secondary Details / forms).

A reused screen shows Also in navigation as the other tab names, plus Detach to edit this copy only.

Maker walkthrough: Reuse a Screen in Navigation.

Turn Hide from navigation on for picker, success, and wizard screens. The screen stays in the app and is omitted from the tab bar and drawer. Users reach it from a button, a form redirect, a relation picker, or a published URL. Hiding a screen is not access control — use screen visibility and private apps for that.

Mobile bottom tabs. A bar at the bottom. Extra screens go into an overflow if you add too many — prefer fewer tabs.

Mobile drawer. A menu icon. Groups appear as headings.

Desktop top tabs. A horizontal bar. Long lists wrap or overflow; prefer a drawer when you have many roles and many screens.

Desktop drawer. Persistent or hamburger, matching the mobile mental model.

Hidden screens. No tab. Users reach them from a button (go_to_screen), a form submit redirect, a relation picker, or a published URL that includes the screen slug.

  • Hide-from-nav is not access control.
  • Role menus still require the user to be in that role in the Users database.
  • Custom domain and slug changes do not reset nav, but they do change deep-link URLs. See Publish & share.
  • Everyday chrome screens (Home, Search, My Queue, Activity, Profile) are normal nav citizens. Put Home first and Profile last unless you have a reason not to.

A mixed portal:

Screen Nav Who
Home First tab All signed-in roles
My requests Tab Client
Work queue Tab Staff
Add request Hidden Opened from Home primary CTA
Choose scopes (Select Items) Hidden Opened from the form relation
Legal (Content) Drawer group “Account” All, also marked public

Staff and Client do not share the same tab set.

Symptom Likely cause What to do
Screen missing from tabs Hidden, or role menu excludes it Check hide-from-nav and role config.
Users open a hidden screen from a stale link Visibility still allows them Tighten screen visibility if that is wrong.
Desktop looks like a phone Large device view is MOBILE Set DESKTOP.
Two nav docs disagree Groups / visibility pages are stubs This page is canonical.

Next: Add New Screen or Types of Screens. Screen who-can-open rules: Screen Visibility. Reuse vs Detach: Reuse a Screen in Navigation.