Add Folio Home to the Navigation Bar
The Folio Home page exists as a Salesforce Tab and can be added onto the navigation bar for whichever apps your end users mostly use. Adding Folio Home to those apps makes it a one-click destination for finding and editing Documents and Jots without leaving their daily workflow.
Why surface Folio Home in the nav bar
The value of the Folio Home page is that it serves as a home base where users can find all their Documents and Jots in one place, easily searchable and filterable, and lets users edit directly from the page.
The embedded LWC editors on any object’s record page (the Folio Document Editor and Folio Jot Editor) are great for Documents and Jots in context of the parent record. Folio Home complements this by allowing users to navigate across different contexts easily:
- Users can create and access Documents and Jots that have no parent context.
- Users can quickly navigate between different Documents with different record-linked contexts in one interface, without having to actually click into each individual Salesforce record.
- Users can view Documents that have links to objects where there is no editor LWC on the record page. For example, you may have Contact as a Linkable Object, but not have the editor LWC on the Contact page; under Folio Home, users can still see, access, and edit those Documents based on the Contact relationship, even though they wouldn’t show up on the Contact page without the LWC on it.
Add Folio Home to an app’s navigation bar
- Go to Setup → App Manager.
- Find the Lightning app where you want Folio Home to appear and click Edit.
- Open the Navigation Items section.
- Move Folio Home from Available Items to Selected Items.
- Optionally, drag Folio Home to the desired position in the nav bar.
- Save.
Once saved, all users with access to that app will see the Folio Home tab in the navigation bar (subject to their Folio permission set assignment; see Assign Permissions).
Related: Browse Folio Home · Add Components to Lightning Pages