Menu configuration
Navigation menu > Menu configuration
The Menu configuration is a system form used by application administrators to customize the navigation menu displayed to users.
To open it, click the Menu configuration entry indicated by the arrow next to the application name, or click directly on the Administration folder.
The configuration layout
The first section displays the current structure of the menu tree, containing top-level folders, subfolders, and forms; it can also contain labels and links. By default, these items are represented by basic configuration icons that will not appear in the navigation menu. Instead, the user will see the top-level folders as vertical accordion menus, and subfolders as indented labels in uppercase. You can later add icons to appear next to the items.
Folders and subfolders can be opened by clicking their 
icon.
Below the menu tree section, there is a drop-down box that displays:
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Forms: A list of available forms (including both system and application forms) that can be dragged into the menu structure. Note that forms already added are colored, while the others are not.
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Details: Options to edit the visibility of the selected item, i.e., Show in menu and/or Show in mobile menu; or to edit the URL associated with a selected link.
To close the Menu configuration, click the 
icon in the top bar.
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There is no Save button (except for when selecting Details), so be aware that all changes to the menu are immediately effective and visible to all users who are currently online. |
Add a form
Select the form in the bottom section, and drag and drop it into the desired position within the menu tree. Note that forms already added are colored, while the others are not.
Add a folder
Select the item in the menu tree under which you want to add a folder. Next, right-click to open the context menu and select Add folder. Type a new name. To change its position, click and drag it to the desired location.
| Note that this creates an empty folder at the selected location, which is not displayed in the actual navigation menu, until one or more forms are placed inside it. Additionally, the menu level determines whether the new folder will be an accordion folder or a subfolder. |
Add a label
Select an item in the menu tree under which you want to add a label. Then, right-click to open the context menu and select Add label. Type a new name. To change its position, click and drag it to the desired location.
Menu labels are used simply as headings in the navigation menu.
Add a link
Select the item in the menu tree under which you want to add a link. Next, right-click to open the context menu and select Add link. Type a new name. To change its position, click and drag it to the desired location.
| Note that the new links are initially empty. To add a URL to your link, select Details from the drop-down list, enter the target URL in the section displayed below, and click Save. |
Add an icon
Select the item in the menu tree where you want to add an icon. Next, right-click to open the context menu and click Select icon. Click on the desired style and icon.
Click Clear icon to remove it.
Rename a menu item
Select the item you want to rename in the menu tree. Next, right-click to open the context menu and select Rename. Alternatively, you can double-click the menu item to perform this action. Type a new name to replace the existing one.
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If this operation is performed on a form item, note that it only changes its label in the navigation menu, not the actual title of the form. Similarly, if an application form is renamed in the Form designer, the form in the menu may end up with a different name than the actual form title, which can cause confusion for users. For this reason, it is a recommended practice to keep forms named exactly the same as their corresponding menu items to maintain a consistent application structure. If they do differ, you can always identify which form a menu item opens by selecting the item in the Menu configuration, choosing Details from the dropdown list, and checking the original form title under Extra information. |
Delete a menu item
Select the item you want to delete in the menu tree. Next, right-click to open the context menu and select Delete.
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Deleting a form item from the menu does not delete the actual form. The form remains available for editing in the Form designer and can be re-added to the navigation menu at any time. Deleting a folder or subfolder also deletes all the menu items inside it. |
| It is possible to hide a form from application users without actually deleting the form item itself. To do this, remove all access rights to the form for the respective user roles using the Form rights administrative form. |