Navigation cards

Who it’s for

Dashboard builders who want the platform’s own home page inside a dashboard, rather than hand-assembling a menu out of individual link tiles. The card renders the navigation set the current user is entitled to, so administrators and ordinary users see appropriately different menus from one configuration.

What it does

The Navigation cards widget renders the platform’s navigation entries as a grid of buttons, filtered to the subset you choose. Left on All items it shows everything the signed-in user may open; switched to Include items with a short URL list, it shows only those, which turns a general home page into a task-specific one.

• The menu follows the viewer — entries the current user has no access to do not appear, so one widget serves several roles without a dashboard per role.
• Three filter modes cover the usual needs: everything, an explicit allow list, or everything except a named few.
• Filtering is by URL, so an entry stays selected when its caption or icon changes in a later platform release.
• Icons and captions come from the platform, which keeps an embedded home page consistent with the one users see elsewhere.
• The Navigation cards widget reads no data and adds no entries of its own: a link to somewhere outside the platform’s navigation belongs on a Navigation card with an explicit path.

How to set up

Data keys

The Navigation cards widget takes no data keys — it renders navigation entries, not readings. The default configuration carries a leftover demo datasource, which can be removed.

Filter

Setting	Default	Effect
Filter type	All items	Whether to show everything, only the listed entries, or everything except them
Items	Empty	The URLs the filter applies to; used by Include items and Exclude items

Read the URLs off the platform’s own navigation while signed in as the intended audience, then decide between include and exclude. Include produces a fixed short menu; exclude keeps the menu growing with the platform while hiding the few entries that do not belong on this dashboard.

How to customize

• To narrow the menu to a fixed set — set Filter type to Include items and list those URLs in Items.
• To hide a few entries and keep the rest — set Filter type to Exclude items and list only what should disappear.
• To restore the full menu — set Filter type back to All items; the item list is ignored in that mode.

Tips

• Prefer Exclude items for a general landing page and Include items for a task-focused one. An exclude list keeps working when a platform upgrade adds a menu entry, whereas an include list quietly withholds it until someone remembers to update the widget.
• Preview the dashboard as a user from each role that will open it. The widget deliberately shows a different menu per viewer, which means the version you see while building is the least representative one.