Menus

Menu is a list of modules assigned to a role. From this section system administrator can create or change role menus. When user login to application they can see the menu on left hand side of the page, from where they can navigate to different modules to maintain data.

Create Menu

To create a new menu please follow below mention steps:

  1. Login with valid credentials.
  2. Click on setting icon on top right corner and Click “Advanced” and click “Menu”.
  3. Click on “Add New Menu” button.
  4. Fill in the details as stated in below table.
  5. Click “Save” to save the menu details.
Field name Details
Name Enter the valid name for menu
MobileApp menu Check this option if you want to view the same menu on mobile app
Application menu Check this option if you want to assign multiple existing menu.

After saving the menu successfully the system will open a menu designing page where menu can be designed as per the requirement. To add details to menu, click on right click on “Dashboard menu” this will open up various options which can be used for menu designing.


Various options available in a Role Menu
1. Create menu from list

Using this option, you can directly assign “Existing Modules” to your menu. To add existing module to list please follow below steps:

  • Right click on “Dashboard Menu” à Select option “Create Menu from list”. This will open up list of all the modules available in the system, you can select the check box against the module and click “Done” button.
  • Order of the modules can be set by dragging & dropping the modules.

Note: If a module is no longer in use, it can be removed from the menu by right clicking on the module name & selecting ‘Remove’.

 

2. Add URL

Using this option system administration can add internal MDO URL’s to the role menu. To add a URL to menu, please follow below steps:

  • Right click on “Dashboard Menu” à Select option “Add URL”. This will open Details page where you need to fill in below information:

– Link Name: Provide some name to your menu item.

– Link URL: Provide valid MDO URL

– New-Icon: You can upload a new icon for the menu item. The icon size should not be more than 140kb and should be only in .JPEG or .PNG format.

  • Click “Save” button to save details.

Note: If a module is no longer in use, it can be removed from the menu by right clicking on the module name & selecting ‘Remove’.

 

3. Add Report

Using this option system administrator can assign an MDO report to the role menu. To add a report to menu, please follow below steps:

  • Right click on “Dashboard Menu” and Select option “Add Report”. This will open Details page where you need to fill in below information:

– Report Name: Provide some name to your menu item

– Report URL: Provide valid MDO report URL

– Icon: You can upload a new icon for the menu item. The icon size should not be more than 140kb and should be only in .JPEG or .PNG format.

  • Click “Save” button to save details.

Note: If a module is no longer in use, it can be removed from the menu by right clicking on the module name & selecting ‘Remove’.

 

4. Add Video

Using this option system administrator can assign a video Link to the role menu. To add a video link  to menu, please follow below steps:

  • Right click on “Dashboard Menu” and Select option “Video”. This will open Details page where you need to fill in below information:

– Description: Provide some name to your menu item

– URL: Provide valid video URL

– File: You can upload a new icon for the menu item. The icon size should not be more than 140kb and should be only in .JPEG or .PNG format.

  • Click “Save” button to save details.

Note: If a module is no longer in use, it can be removed from the menu by right clicking on the module name & selecting ‘Remove’.

 

5. Set As default

This option allows you to set a menu Item as default. When ever a user logs in to system, instead of going to home page system will open the menu item which is marked as “Default”. To set menu item as “Default”, right click on menu item and click “Set default” option.

 

6. Change

This option provides us with flexibility to make changes in existing menu items. To change any existing menu item, right click on “Dashboard menu” and click “Change” option.

Depending upon the menu item system will display different set of fields as stated in below table. Once the changes are done click “Save” to update details.

Field Description
Description Menu item name can be changed using this field.
Change Icon Helps user to change the menu item icon. You can select any icon from the existing icon repository.
New – Icon Helps user to change the menu item icon. Using this option, you can upload icon from your desktop.
Link URL Helps user to change the URL. This is applicable for menu type URL, Video, Report.
Help URL

 

7. Remove

If a module is no longer in use than this option provides us option to remove it from our menu. This can be done by right clicking on the module item & selecting ‘Remove’.