Menus


Menus define the major themes of Product name - ev itsm.png (Operation, Transition...). They are displayed as tabs in the menu toolbar located on top of the interface.

Each menu:

  • is only visible to users owning the access rights to the module to which the menu is attached (via user's profile);
  • contains a group of options allowing access to the different Product name - ev itsm.png information via the opening of forms and lists;
  • can be divided into sub-menus grouping options by functions, in order to avoid to limit the size of the menu.

Notes

  • Only a profile owning the edit rights to the module to which the menu is attached may change the parameters of this menu.
  • Parameter settings of the menu toolbar:
    • The access rights to menus are defined by profile (and apply to all users of this profile);
    • The list of available menus is delivered by Logo - EasyVista.png: You will not be able to create new menus by yourself.
    • You will not be able to delete a menu: You may deactivate it by deactivating its access rights of the related profiles (via the Access Management only).
    • You cannot change the name of the menus and their display order.
    • You may change the background color of the tab and of the text associated to the menu; these one are automatically applied to the following elements of the menu: window title of wizards, separation line on the forms.
  • Parameter settings of a menu:
    • The access rights to menus / sub-menus are defined by profile (and apply to all the users of this profile);
    • The list of available options / sub-menus is delivered by Logo - EasyVista.png:  You will not be able to create new options / sub-menus by yourself.
    • You cannot delete an option: You need to deactivate the option by disabling it in the related access profiles (via this parameter page or via the Access Management).
    • To delete the complete access to a sub-menu that includes options, you need to deactivate the access to each option.
    • You may change the name of the options and their display order.
    • If you leave only one option enabled in a sub-menu, this one is no longer displayed but replaced by the option.

Best Practice big icon.pngBest practice

  • To define the access rights by profile, click on the Edit menu Edit icon.png option of the desired menu; then click on Password close icon.png related to each option.
  • When you change the color of the tabs, use the RGB or HSB code of the color palette if the application is integrated with a web site or if you must follow a precise graphical.

Screen description

     Menu.png

Access: (menu) > Edit menu Edit icon.png

List of Menus / Sub-Menus (Note: The list is created by Logo - EasyVista.png):

  • Click on Plus black icon.png to display the sub-menus. 
  • The list is visible by all profiles (No personalization is possible by profile).

Password close icon.png: Defines the access rights to the menu / sub-menu by profile. You can use Profile form too.

Open eye icon.png: The menu / sub-menu is visible by at least one profile; Click on the icon to delete the access for all profiles.

Delete icon.png: The menu / sub-menu is invisible for all profiles; Click on the icon to reactivate the access for all profiles.

AZ sorted icon.png and AZ not sorted icon.png: Indicates whether the sub-menus are sorted in alphabetical order or in default sort order (defined by Logo - EasyVista.png).

  • Menus can not be automatically sorted alphabetically.
  • Alphabetical order considers the language of the connected user. 
  • Alphabetical order is defined for all profiles (No personalization is possible by profile).

Up icon.png and Down icon.png: Changes the display order of menus /sub-menus.

  • The position of the sub-menus is unchanged if you change the position of a menu.
  • The position of menus /sub-menus is defined for all profiles (No personalization is possible by profile).

Procedures

How to set menu parameters

1. Proceed to the menu you want to personalize and click on the Edit menu Edit icon.png option. (Note: This option is only available if you own the access rights for the module to which the menu is attached).

2. Make the desired changes:

  • To display the sub-menus of a menu, click on Plus black icon.png.
  • To define the access restrictions to a option of a menu:
    • To delete the access from all profiles, click on Open eye icon.png: the icon Delete icon.png will then be displayed;
    • To give the access to all profiles, click on Delete icon.png: the icon Open eye icon.png will then be displayed;
    • To select the profiles, click on Password close icon.png; in the Visible list, select the profiles owning no access to the option and switch them in the Invisible list by clicking on Next icon.png. Then click on [ OK ].
  • To change the position of menus / sub-menus, click on Up icon.png or Down icon.png  related to each element to move.
  • To sort alphabetically the sub-menus of a menu, click on AZ sorted icon.png related to the menu. Click on AZ not sorted icon.png pour return to the default sort order.
  • Click on [ SAVE ].

3. Check the correct application of your changes. If you have made restrictions by profile, verify the changes by connecting yourself to the application with each related profile.

How to change the colors of the tab of a menu

1. Proceed to the Administration > Parameters > Styles Sheets for Modules page.

2. Click on the color palette Style sheet icon.png related to each Background Color and Text Color zones, then select the desired color:

  • either select the color by dragging the mouse cursor on the palette;
  • or enter the hexadecimal code in the # zone;
  • or enter RGB or HSB code in the dedicated zones.

Note: To return to the original configuration, click on [ CANCEL ] (Warning! No confirmation is requested).

3. Click on [ SAVE ].

4. Check your changes in the menu toolbar.

Tags:
Last modified by Administrator XWiki on 2018/07/26 14:15
Created by Administrator XWiki on 2013/03/25 18:17

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