Configuring website navigation
Use the Navigation page in Site Service to define hierarchy profiles, which are lists of Site Service sections that you can use in your website navigation, creating links for your users to follow. You can also curate lists of sections to use when choosing sections in Arc XP applications like Composer and Video Center.
Each website requires at least one navigation hierarchy profile and can have multiple hierarchies for various use cases. For example, you may want a profile that eliminates certain sections from a mobile version of your website, or curate a list of sections to circulate video content.
When your organization sets up a new website, the system automatically creates a default navigation hierarchy profile named default. Unless the default hierarchy profile is customized, each time a new website section is created, the system adds it to the default profile. Composer and Video Center use the default hierarchy profile when a list of sections is needed to choose from for circulating content unless you create custom profiles and configure Composer or Video Center to use a custom profile instead.
Note
Photo Center does not support using custom navigation hierarchy profiles. Photo Center always displays sections from the default hierarchy when you circulate a gallery.
Hierarchy profiles can contain any subset of sections in the entire website or all of them. Hierarchies can also contain links, which are supplemental items that augment the existing website sections. You can use a link item to add external elements in a navigation hierarchy or to customize the link text of a section on your website. Links let you add more items to a hierarchy profile. Without links, you are limited to adding to your profile a maximum of the number of sections in your website.
You can arrange items in a navigation hierarchy profile in any order. This allows you to explicitly set parent-child relationships between sections, either maintaining the relationships as they are arranged in the Site Service Websites page, or drawing unique relationships that are applied only to the profile you are editing.
An editor of a news organization wants to design navigation for developers to use so readers can see navigation links at the website http://news-organization.com
. The navigation is for use in the top menu of all web pages and will have links to all sections at the root of the website and child sections. The editor wants the navigation arranged in the same way sections were created in Site Service, including parent-child nesting. The editor opens the Site Service Navigation page, creates a hierarchy profile named hamburger, and duplicates the default profile to seed the hamburger profile with all of the default's sections.
The editor wants to design a different navigation for the website footer menu, with fewer links to only News and Sports. The editor creates a hierarchy profile named footer, choosing not to clone the default profile's arrangement. The editor then manually adds the sections News and Sports into the footer profile, leaving out any child sections.
The editor alerts the website developers that these navigation profiles are ready to use.
An editor at a news organization wants to change the arrangement of links in the website's hamburger menu. The hamburger menu contains Sports, with many child sections, including Volleyball, Soccer and Football.
The editor wants to simplify the Sports items in the hamburger, keeping the parent but removing all its children. As the Football section is very popular with website users, the editor wants that section to stay visible in the hamburger hierarchy, but not as a child to Sports.
The editor opens the Navigation page in Site Service and chooses the hamburger hierarchy profile. The editor drags the Sports section out of the hamburger list, removing it and all of its children from the hamburger navigation. The editor drags Sports back into the hamburger hierarchy, which replaces just that one section. The editor drags Football to the hierarchy, placing it at the same level in the list of hamburger sections as Sports.
An editor for a news organization wants to add to the navigation of the website footer:
absolute links to direct users to the organization's social media platforms,
a second, relative link to the website's Sports section, but with customized link text reading "All the best sports all the time",
an absolute link to another of the organization's websites.
The editor opens the Site Service Navigation page and locates the footer hierarchy profile. The editor uses the interface to create supplemental links underneath News, an existing section already in the footer hierarchy profile. After creating the custom links, the editor reorders the links in the hierarchy profile, arranging them to the desired level of organization.
Procedures
You can create several hierarchy profiles, each of which is a separate representation of a navigation menu for your website. Some Arc XP applications allow you to apply a hierarchy profile to manage how sections are presented for navigation within their UI.
Navigate to the Site Service app. The Websites page opens.
Click Navigation. The Navigation page opens.
Click Select a website and choose your website from the drop-down menu. A second drop-down appears to the right, Select a Hierarchy profile. The default profile, default, is selected.
Underneath the drop-down menus, two tables appear. The table on the left, Current Items, displays the list of sections added to the selected hierarchy. The table on the right, Available Items, displays all sections not assigned to the selected hierarchy.
Click Add next to the Select a Hierarchy profile drop-down menu.
The Select a hierarchy profile drop-down is replaced with Create hierarchy profile.
Complete the following fields in the Create hierarchy profile interface:
Hierarchy profile name - enter a name for the hierarchy.
Clone default profile - select to copy the Current Items sections list in the default profile. Leave unchecked to start the hierarchy with an empty Current items list.
Click Save. The Create hierarchy profile interface is replaced with the Select a hierarchy profile drop-down. The new hierarchy profile is selected.
You add and remove sections from a hierarchy profile using a drag-and-drop technique between a list of sections that are not yet assigned to the navigation, and a list of sections that have been selected.
Navigate to the Site Service app. The Websites page opens.
Click Navigation. The Navigation page opens.
Click Select a website and choose your website from the drop-down menu. A second drop down appears to the right, Select a Hierarchy profile. The default profile, default, is selected.
Underneath the drop-down menus, two tables appear. The table on the left, Current Items, displays the list of sections added to the selected hierarchy. The table on the right, Available Items, displays all sections not assigned to the selected hierarchy.
Select your hierarchy from the Select a Hierarchy profile drop-down, if necessary.
Filter for your section name, if necessary:
Enter the section name in the search bar at the top of the Available items list. The list of sections filters to match the search term as you type it. Clear the search to reset the sections list.
Drag your section from the Available items list to the Current items list:
Click and hold the drag icon
next to the section in Available Items you want to add.
Move the section to the Current items list and release. The section appears in Current items once your cursor fully moves away from inside the Available items boundary.
Note
When moving items from Available items to Current Items, parent and child relationships between sections must be explicitly defined. A parent and child relationship is set based on where you release the dragged section in the Current Items list . See ???
Create supplemental links to add more items in a hierarchy than what the sections on your website can provide. If you want one section represented multiple times in the navigation, only one instance can be the normal way of adding a section; add more instances of a section as a link.
Link URLs can be relative, if they are to sections in the current website. Link URLs to other websites, including other Arc XP websites managed by your organization, must be absolute.
Note
It is not possible to create a navigation hierarchy with nested levels using only supplemental links. Links cannot be children of other links.
Note
We do not recommend putting links in a navigation hierarchy used by Composer. Composer does not display the link's Title text.
Navigate to the Site Service app. The Websites page opens.
Click Navigation. The Navigation page opens.
Click Select a website and choose your website from the drop-down menu. A second drop down appears to the right, Select a Hierarchy profile. The default profile, default, is selected.
Underneath the drop-down menus, two tables appear. The table on the left, Current Items, displays the list of sections added to the selected hierarchy. The table on the right, Available Items, displays all sections not assigned to the selected hierarchy.
Select your hierarchy from the Select a Hierarchy profile drop-down, if necessary.
Click + Link next to a section in the Current items list. The create link form opens.
Complete the following fields:
Title - enter the text of the link; what the reader sees when they click the link.
URL - enter the target of the link.
Enter a relative link if the link is to a section in the current website, for example /sports.
Enter an absolute link if it is to an external website or a different Arc XP website managed by your organization, for example http://subdomain.news-organization.com/sports.
Click Submit.
Click the collapsed icon
next to the parent section to expand the section and display the link.
Note
You can rearrange the link in the hierarchy, using the drag icon
to move it to a new location.
To reorder sections and links a in a hierarchy profile, drag and release items in the Current Items list until they are visually ordered as you like. Create levels in the hierarchy by dragging child sections and links until they are indented beneath sections you want as their parents.
Note
Links in a hierarchy profile cannot be the parent in a parent-child relationship.
Navigate to the Site Service app. The Websites page opens.
Click Navigation. The Navigation page opens.
Click Select a website and choose your website from the drop-down menu. A second drop down appears to the right, Select a Hierarchy profile. The default profile, default, is selected.
Underneath the drop-down menus, two tables appear. The table on the left, Current Items, displays the list of sections added to the selected hierarchy. The table on the right, Available Items, displays all sections not assigned to the selected hierarchy.
Select your hierarchy from the Select a Hierarchy profile drop-down, if necessary.
To change the order of a section or link in your navigation, complete the following:
Click and hold the drag icon
next to your section or link in the Current items list.
Drag your item up or down to order it among the first level of the hierarchy. Release the drag icon at your preferred location to set the order.
Drag your item underneath and to the right of another section to create a nested level in the hierarchy.
When you release the drag icon, the parent section displays an expanded icon
, indicating that it has been assigned children in the hierarchy.
Note
Remove a child item from its parent by dragging it to a new location within the Current items list. Release the drag icon once the section or link vertically aligns with a parent section, or by dragging it into the Available Items list.
Click
to collapse a parent section. The icon changes to a collapsed icon
; its children are no longer visible.
To remove a section or supplemental link from your navigation, complete the following:
Click and hold the drag icon
next to your section or link in the Current items list.
Drag your section or link to the Available Items list and release the drag icon.
Editing sections and supplemental links in a hierarchy profile
Sections and links in a hierarchy profile display an edit icon that either navigates to the Editing section page or opens the link edit form.
Locate your section or link in the selected hierarchy profile.
Click
next to your section or link.
You can permanently remove supplemental links.
Locate your link in the selected hierarchy profile.
Click
next to your link.