Managing Apps

An App is a top-level navigation container in Magentrix. Each App holds a hierarchical tree of Menu Items and is presented as a single navigation experience to users who have access to it. You manage Apps from Setup > Create > Navigation Menu > Apps.

Opening the Apps List

1. Navigate to Setup > Create > Navigation Menu.
2. The page opens on the Apps tab. The grid lists every App with columns for Name, Description, Custom (whether it is a custom App or system-provided), and Modified By.
3. Use the search box at the top of the grid to filter by name or description.

Creating an App

1. Click New App. A modal dialog opens.
2. Enter a Name (up to 80 characters). The name is what administrators see in the Apps list.
3. Click Save. The App is created and the App editor opens so you can add Menu Items.

Cloning an App

Cloning is the fastest way to spin up a new App that is similar to an existing one - for example, to create a Gold Partner App from your Standard Partner App.

1. In the Apps grid, find the App you want to clone.
2. Click the Clone action on that row. A modal opens with a pre-filled Name.
3. Edit the Name to identify the new App and click Save.
4. Magentrix duplicates the source App's menu structure, folder hierarchy, and per-item sharing settings, then opens the App editor on the new App for further customization.

Editing an App

1. In the Apps grid, click the Edit action (or click the App name) to open the App editor.
2. The App editor shows the App's Menu Item tree on the left with drag-and-drop reordering. Use the Add Menu Item and Add Folder controls at the top to extend the tree.
3. Click any item in the tree to open the right-hand drawer where you can edit its fields. See Managing Menu Items.
4. Configure App-level fields:
   • Name - Up to 80 characters.
   • Description - Up to 255 characters.
   • Logo and Icon - Optional images shown in the App switcher.
   • Default Menu Item - The Menu Item users land on when they first open the App. The dropdown lists the App's items; choose any non-folder item.
5. Click Save to persist your changes.

Deleting an App

1. In the Apps grid, click the Delete action.
2. Confirm in the dialog. The App and its Menu Items are deleted; users assigned to roles that previously had this App lose access to it.

System-provided (non-custom) Apps cannot be deleted. The Delete action is hidden for those rows.

Use Cases

• Spin up a tier-specific App quickly. Clone the existing Partner App into a new Gold Partner App and adjust the items that need to differ.
• Run separate Apps per audience. Maintain a Customer App, a Partner App, and an Internal Operations App so each user community sees only its own top-level navigation.
• Set a dashboard as the landing item. Build a Partner Dashboard Active Page, then set it as the Default Menu Item so partners always start there.
• Stage a major navigation change. Clone the production App, change the clone, and switch role assignments to the cloned App when ready - rolling back is a single role assignment change.

Troubleshooting

• Symptom: Clone App fails or hangs.
  Cause: The source App has unusually large or deeply nested menus, or a transient server load.
  Resolution: Reload and try again. If the issue persists, simplify the source App temporarily by removing very large folder branches before cloning.
• Symptom: Default Menu Item dropdown is empty.
  Cause: The App has no non-folder Menu Items yet.
  Resolution: Add at least one Entity, Active Page, Link, or Web Menu Item, then set it as the default.
• Symptom: A folder named "More" appears in an App and you didn't create it.
  Cause: The App was migrated from the pre-v2025.8.0 navigation model. As a one-time migration step, items that previously sat behind an overflow indicator were grouped under a folder named More. After the upgrade, this is a regular folder.
  Resolution: Treat the More folder as any other folder. Move items out of it, rename it, or delete it once it is empty.
• Symptom: Delete action is hidden.
  Cause: The App is system-provided (Custom = No).
  Resolution: System Apps are not deletable. Clone them and modify the clone if you need a customized version.

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