Menu configuration
Navigation menu > Menu configuration
The Menu configuration is a system form, used by application administrators to customize the navigation menu shown to users.
To open, click the Menu configuration entry displayed by the arrow next to the application name, or directly on the Administration folder. The upper section shows the current menu tree, and the lower section is controlled by a drop-down located in between the sections. The first choice of the drop-down is Forms, which opens a list of all available forms for the current application.
Read more about the Menu editor and the actions that can be performed with it:
The Menu editor layout
The first section under the Menu editor heading displays the current structure of the menu tree, containing top-level folders and subfolders, forms, labels and links, originally indicated by 
, 
, 
and 
icons respectively; however, in the navigation menu, the user will see the top-level folders as vertical accordion menus, and subfolders as indented labels.
Folders can be opened by clicking the light triangle icon (
) at the left of the folder icon. This action displays the nested list of subfolders and/or forms contained in the opened folder.
Below the menu tree section, there is a drop-down box that controls the section of available items. Depending on the option selected, this section will show:
-
Forms: A list of available forms (both system and application forms) that can be dragged into the menu structure.
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Details: Used to 1)edit the URL associated with link items and 2)decide whether or not the application folders and forms will Show in menu and/or Show in mobile menu.
-
Icon Selector: Displays a list of icons that are used to customize the aspect of menu items.
The Menu editor is dismissed by clicking the 
icon at the top bar.
| There is no Save button in the Menu editor (except for when selecting the Details section), and all changes to the menu are immediately effective and visible to all users who are currently online. |
Add a form to the navigation menu
Select the form in the bottom section, and drag and drop it onto the desired position of the menu tree. Note that the forms that are already present in the navigation menu are colored.
Add a folder to the navigation menu
Select an item in the menu tree, under which you want to add a folder. Then, right-click to display a context menu and select the Add folder option. Type a name to replace the "New folder" default name. To change its position, click-and-drag it to the desired location.
| Note that this is an empty folder at the selected location, and it is not displayed in the actual navigation menu, until one or more forms are placed into it. Note also that the menu-level decides if the new folder will be an accordion folder or a subfolder. |
Add a label to the navigation menu
Select an item in the menu tree, under which you want to add a label. Then, right-click to display a context menu and select the Add label option. Type a name to replace the "New label" default name. To change its position, click-and-drag it to the desired location.
Menu labels are simply used as headings on the navigation menu.
Add a link to the navigation menu
Select an item in the menu tree, under which you want to add a link. Then, right-click to display a context menu and select the Add link option. Type a name to replace the "New link" default name. To change its position, click-and-drag it to the desired location.
| Note that the new links are originally empty. To add a URL to your link, select Details in the Menu configuration rop-down, enter the target in the section displayed below, and Save. |
Rename a menu item
Select the item you want to rename in the menu tree. Then, right-click to display a context menu and select the Rename option. This operation can also be done by double-clicking the menu item. Type a name to replace the original one.
|
If this operation is done on a form item, note that it will only change the label of the form on the navigation menu, but not the title of the form. In the same manner, if the application form is renamed in the Form designer, it might be the case that a form in the menu has a different name than the title of the actual form, causing confusion to the users. That is why it’s a recommended practice to keep forms exactly with the same name as their corresponding menu items, resulting in a more consistent application structure. Otherwise, you can always find which actual form the menu item will open by selecting such an item in the Menu configuration, then select Details in the drop-down box, and read the original title of the form in Extra information. |
Delete a menu item
Select the item you want to delete in the menu tree. Then, right-click to display a context menu and select the Delete option.
|
Deleting a form item in the menu does not delete the actual form, which remains available for editing in the Form designer, and can be manually restored in the navigation menu at a later time. Deleting a folder or subfolder deletes all the menu items it contains, so care should be applied when deleting this type of menu items. |
| It is possible to hide a form from application users without actually deleting the form item. This can be done by removing all access rights to the form for the users' roles with the Form rights administrative form. |