User Menu (Custom Menu)

The User Menu is an easy-access menu where you can find direct links to the apps, reports, and views (List and Kanban) that you create on the platform. As the name suggests, you can customize the menu by adding or removing links to apps, reports, and views based on your preferences.

You can locate the custom menu on the dashboard, refer to the image below.

Depending on your organization's needs, you can move the User Menu (left menu) from its default position on the left to the top of the dashboard. This provides more space for the dashboard, making it easier to view and manage content.

Wondering how? Go to Admin Menu -> Preferences -> General -> User Menu Position.

How to configure the custom menu?

Accessing the Custom Menu

• On the dashboard navigate to the custom menu icon at the bottom-left corner.

• Click the icon to open the menu configuration window.

Creating Folders and Sub-folders

To Add a New Folder, follow these steps:

1. To add a new folder, click on the +Add New Item option.

2. An Add New Item pop-up will display on the screen.

3. To add a folder in the custom menu, select the Item Type as Folder and give a Name to the folder in the Item Name box.

4. Click on the Select Icon option:

   1. A list of icons will display on the screen. Choose an icon that relates to the folder.

   2. Customize the Icon Color to set the desired icon shade.

   3. Set the Background Color to enhance the folder's appearance.

5. Click Save to save the folder.

To Add a Sub Folder, follow these steps:

1. Hover over the newly created folder, click the three-dot menu, and select Add Item.

2. In the pop-up, repeat the folder creation process by selecting Folder as the Item Type and providing a Name and Icon.

3. Save the sub-folder.

NOTE

You cannot create additional sub-folders inside a sub-folder.

How to Add Links in the Custom Menu

Adding a New Link to a Folder

1. Click on the +Add New Item option.

2. An Add New Item pop-up will display on the screen.

3. In the pop-up, select Link as the Item Type.

4. From the Type dropdown, choose the link type:

   1. APP: Links to an application.

   2. External: Links to an external URL.

   3. Kanban View: Links to a Kanban-style view.

   4. List View: Links to a list-style view.

   5. Report: Links to specific reports.

5. Configure link details based on the selected type.

Configuring Links:

For an External Link:

1. Select Type as External from the dropdown.

2. Provide the URL in the External Link field.

3. Provide a unique name for the link in the Item Name field.

4. Click Select Icon to choose an icon for visual recognition.

5. Save the link.

For an Application Link:

1. Select Type as APP from the dropdown.

2. Select the Workspace that contains the app.

3. Select the Application from the List dropdown.

4. Provide a unique name for the Application.

5. Under AppSub Type, choose one of the following options based on the functionality required:

   1. Add Record – To add new records in the application.

   2. Drafts – Opens saved drafts that the user has not yet submitted.

   3. Initiated – Displays tasks the user has initiated.

   4. My Tasks – Shows tasks assigned specifically to the user.

   5. Participated Tasks – Lists tasks where the user has participated.

   6. View Only – Allows users to view the app in a non-editable mode.

6. Click Select Icon to assign a visual representation.

7. Save the link.

For a Kanban/List View Link:

1. Select Kanban View/ List View from the Type dropdown.

2. After selecting Kanban View or List View, another dropdown labeled List will appear.

   1. This dropdown contains all the available Kanban Boards or List Views that can be linked.

   2. Choose the specific board or list you want to add

3. Provide a unique name for the Kanban View/ List View.

4. Click Select Icon to assign a visual representation.

5. Save the link.

For a Report Link:

1. Select Report from the Type dropdown.

2. From the Type dropdown, select Report.

3. Under Report Type, select one of the following options:

   1. APP – Choose this option if the report is generated from an application.

   2. DataSource – Select this option if the report is built from a data source.

4. Once the Report Type is selected, select the specific report you want to link from the available options in the List dropdown.

5. Click Select Icon to assign a visual representation.

6. Save the link.

Now, let us save the custom menu and see if folders and links appear in the custom menu.

• To save the custom menu, ensure that the Custom Menu switch is turned On, then click Publish to confirm and save the changes.

• Once the changes are published, the folders and links will appear in the custom menu on the dashboard.

Before:

After:

Managing Application Visibility in the Custom Menu

When adding applications to the custom menu, not all of them need to be visible across every stage of the development lifecycle. With the ability to control visibility across Dev, UAT, QA, and Live environments, you can now choose which applications should appear in each stage—ensuring a clutter-free and efficient user experience.

Stage-Wise Menu Management

To manage visibility more effectively, simply click on the Stage-Wise Menu Management option. This allows you to show or hide applications based on the specific stage they’re in. By customizing the visibility for each environment, you can ensure that users only see what’s relevant to their current workflow.

Use Case: How Visibility Control Simplifies Application Access

Imagine you’re managing a custom menu with multiple applications, and you need to ensure that the right apps appear at the right time for the right users. Without proper control, every application is visible across all stages—whether it's still in development, being tested, or fully deployed.

This creates unnecessary confusion:

• Testers in QA have to sift through unfinished apps they don’t need.

• Developers see live applications they shouldn’t be touching.

• HR and employees might come across features that aren’t ready yet.

Not ideal, right?

Instead of cluttering the menu with everything at once, you can define visibility for each stage, ensuring a streamlined experience.

Let’s say you have five applications: Employee Onboarding, Payroll Processing, Leave Management, Performance Review, and Exit Process.

• In Development? Only show the apps currently being built.

• In QA? Let testers access just the ones they need to verify.

• In Live? Make sure only the fully ready applications are visible.

This flexibility allows you to manage the user experience effectively, showing only the necessary applications in each environment—no reconfiguration needed, no extra effort required.