Custom menu configuration

An overview on custom menu

Custom Menu is a easy access menu where you can find the direct links to the apps, reports and list screens that you create on the platform. As the name suggests, you can customize the menu to add or remove the links of the apps, reports and listscreen. 

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

How to configure the custom menu?

To get a quick and full understanding on how to configure the custom menu, refer to the video below (Video length: 4 mins).

Custom Menu Configuration

To understand the configuration step-by-step, continue reading the article.

  • On the dashboard page, navigate to the custom menu, as shown below.

Note: You can create Folders, Sub-folders and insert direct links of the apps, reports and listscreen in it.

 How to create Folders and Sub-folders?

  • In Custom Menu, click on the Settings icon at the bottom.

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

  • A Add New Item pop-up will display on the screen.

  • 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.

  • To recognize the folder visually, you can attach a relevant icon to the folder.
  • Click on the Select Icon option, a list of icons will display on the screen. Choose an icon that relates to the folder.

  • Save the folder.
  • The newly created folder would appear in the custom menu, as shown below.

Now, let us create a new Sub-folder inside the newly created Folder (HR Apps).

  • Hover the mouse cursor on the newly created folder and a 3-dot option will appear on the folder.

  • Click on the 3-dot option and you will have options to either Edit the folder, Add an Item, or Delete the folder.
  • Click on Add Item to add a sub-folder in the newly created folder.

  • A Add New Item pop-up will display on the screen.

Follow the same process of adding a folder.

  • The sub-folder will be added to the new folder, as shown below.

Now, let us add links of the apps, reports and list screens to these folders.

How to add links of the apps, reports and list screens links to the folders?

  • Hover the mouse cursor on the newly created folder and a 3-dot option will appear on the folder. Click on the 3-dot option and you will have options to either Edit the folder, Add an Item, or Delete the folder.
  • Click on Add Item option to add a link of the App/Report/Listscreen in the folder.

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

Note: Platform will not allow you to add another folder under a sub-folder.

  • In Add New Item pop-up, select the Item Type as Link.

  • You can the link type (i.e., App link/Report link/Listscreen link) from the Type drop-down.

According to the Type option (i.e., App/Report/Listscreen) that you select, you need to give some additional information:

Apps 

    • You need to select a workspace.
    • Once you select the workspace, you need to select an app from the List drop-down.

Reports 

    • You need to select the Type of Report (i.e., App/Data source)
    • Once you select the report type, select the report (Grid, Pivot, etc) from the List drop-down.

List Screen

    • Select the list screen directly from the List drop-down.

Refer to the image below as an example.

  • After selecting the link, save it.
  • You will be able to see the link to App/Report/Listscreen in the sub-folder.

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

  • To save the custom menu, switch on the custom menu and click on Publish to save the changes.

  • The changes will get saved and you can see the folders and link display in the custom menu on the dashboard, as shown below.