The Menu Editor


Specific to: Service Manager later than 2016.

Open url.png See versions 2016 and earlier.

Definition

Menus define the main Product name - ev itsm.png themes (Service Operation, Service Transition, etc.). They appear as a list of menu items in the menu pane.

EndDefinition
  • Each menu item is the combination of a filter and a view. It provides access to Product name - ev itsm.png data in lists or forms.
  • The menu pane is defined by the administrator based on the profiles of users (for a given function or for specific tasks, etc.).
    • Select the mandatory menu items authorized for each user profile. These menu items will automatically appear for all users associated with the profile. Only the administrator is authorized to delete them.
    • Define the optional menu items for each user profile. These menu items can be hidden or displayed by each user with the profile.
       

In the menu editor, users can:

  • Select and sort menus and menu items in the menu pane.
  • Select the Product name - ev sas.png app for the Home page.
  • Add shortcuts to Product name - ev sas.png apps, Product name - ev Self Help.png procedures or websites.
  • Add reports.
  • Manage favorites.
  • Create custom folders.

Examples

Menus, Sub-menus, Menu items Menu pane
  • Menus: Service Operation, Service Transition, Project, Administration
  • Service Operation sub-menus: Incidents, Problems & Known Errors, Service Requests
  • Problems & Known Errors sub-menu items: Problems, Problems For My Groups, Known Errors
  • Custom folders: My Websites
Fundamentals - Menu.png

Notes

  • Access rights:
    • Only user profiles with edit rights for a given menu are authorized to modify the menu.
    • Users can only see the list of Product name - ev sas.png apps they are authorized to access.
  • User display of the menu pane:
    • Mandatory menu items for the user profile are grouped in the Global menu icon.png Global Menu option which is found at the bottom of the menu pane.
    • Menu items added by users from the optional menu items defined for the user profile are grouped in the My menu icon.png My Menu option.
    • The Home page icon.png Home menu item is always found at the top of the menu pane. You cannot move or delete it.
    • The contents in the Favorites icon.png My Favorites menu item are specific to each user. You manage them in the My Favorites tab in the menu pane.
  • Administrator configuration of the menu pane:
    • You define the mandatory and optional menu items for each user profile in the Access Management screen.
    • Menus and menu items are defined by Logo - EasyVista.png. You cannot create new ones or delete existing ones.
      • To completely remove access to a sub-menu, you must remove access to each sub-menu item.
      • If one of the sub-menu items remains visible, the sub-menu will not be displayed. Instead, the sub-menu item will appear.
  • You can click and drag items to the position you want in the menu pane and modify their names.
  • To minimize the size of a given menu, you can organize its menu items in folders and sub-menus.
  • If the filter or view is not specified when a menu item is added, default values will be applied.

Caution

The Reset button is used to return to the initial configuration of the menu pane.

  • User: All menu items that were manually added, shortcuts, custom folders and favorites will be deleted.
  • Administrator: The configuration of the menu pane for the profile will be deleted.

Best Practice big icon.pngBest practice

  • When you create new menu items, they will appear at the bottom of the tree structure in the menu pane. Click and drag the items to the position you want in the menu pane
  • To access shortcuts to Product name - ev sas.png apps, Product name - ev Self Help.png procedures and websites quickly and easily, we recommend that you create specific folders in the menu pane.

Screens description

Access:

The screen is made up of different zones:

  • (1) Tab bar displayed only in User mode.
  • (2) Tree structure of the menu pane.
  • (3) Option buttons for creating folders, selecting and configuring menu items, selecting the app for the Home page, etc.
  • (4) Action buttons

         Menu editor.png

Tab bar

Note: The tab bar is not displayed when the menu pane is opened from the Access Management screen.

  • My Menu: This displays mandatory menu items for the user profile and the menu items added by the user from those authorized for the profile.
    • Mandatory menu items are grayed out. They cannot be modified or deleted.
    • Menu items added by the user can be renamed and deleted.
  • My Favorites: Used to manage favorites, e.g. rename or delete favorites, change their order, etc. Note: Click Tools icon.png in the top banner in List mode to create your favorites.

         Fundamentals - Favorites - Edit.png

Tree structure

Menu editor
Editor tree.png

The tree structure displays all menu items authorized for the user profile.

  • To expand or reduce all menu items: Plus black icon.png / Minus black icon.png
  • To select the Product name - ev sas.png app for the Home page: Click Home page icon.png Home. Open url.png See the procedure.
  • To add a menu item: Click Menu button icon.png Menu.
  • To delete an item: Click its name and then click Trash icon.png (Note: Only for custom items).
  • To move an item: Click and drag it to the position you want in the tree structure.
  • To modify the name of an item: Click the item.

Once you have saved your changes, the menu pane will automatically be refreshed.

Menu pane
Fundamentals - Menu.png

The tree structure displays mandatory menu items for the user profile and the menu items added by the user from those authorized.

  • Home page icon.png Home: Menu item used to return to the Product name - ev itsm.png Home page.
  • Menu icon.png : Menus (main Product name - ev itsm.png themes). Click each menu to display the list of sub-menus.
  • Sub menu icon.png : Product name - ev itsm.png sub-menus. Click each sub-menu to display the list of menu items.
  • Entry menu icon.png : Menu items (combination of a filter and a view): Click the menu item to open it in List or Form mode.
  • Folder icon.png : Folders created by the user. Click the folder name to display its contents, e.g. Product name - ev itsm.png menu items, shortcuts to Product name - ev sas.png apps, Product name - ev Self Help.png procedures, or websites.

Option buttons

Folder button icon.png Folders

Used to create a custom folder in the menu pane.
         Folder button.png 

Menu button icon.png Menus

Used to add a new menu item to the menu pane.
         Menu button.png 

  • Only menu items authorized for the user profile will appear.
  • Each menu item is the combination of a filter and a view.
  • You can modify the default names of menu items.

ev SAS button icon.png Product name - ev sas - big.pngService Apps

Used to add a shortcut to a Product name - ev sas.png app in the menu pane.
         ev SAS button.png 

  • Only apps authorized for the logged-in user will appear.
  • Click the app to specify the name of the shortcut and select the app page that will appear when Product name - ev itsm.png is run.

Report button icon.png Report

Used to add a shortcut to a report.
         Report button.png 

Url button icon.png URL

Used to add a link to a website.
         Url button.png 

ev Self Help button icon.png Product name - ev Self Help - big.pngSelf Help

Used to add a shortcut to a Product name - ev Self Help.png procedure.
         ev Self Help button.png

Procedures

How to configure the Home page

Step 1: Open the menu editor.

1. Display the menu pane options by clicking Hide menu options pane icon.png at the bottom of the menu pane.

2. Click Open menu editor icon.png.
The menu editor will appear.
 

Step 2: Select the Home page.

1. Click the Home page icon.png Home menu item at the top of the tree structure.
A list of the Product name - ev sas.png apps you are authorized to access will appear.

2. Select the app to be displayed in the Home page.

3. (optional) Select the app page to be displayed when Product name - ev itsm.png is run.

4. Click Update Home.
 

Step 3: Check that the Home page is correctly displayed.

1. Click Save.
The menu editor will close.

2. Click the Home page icon.png Home menu item.
The app will run. The selected page will appear.

(User mode) How to customize the menu pane

Step 1: Open the menu editor.

1. Click Open menu editor icon.png at the bottom of the menu pane.
The menu editor will appear.
 

Step 2: Create custom folders.

1. Click the Folder button icon.png Folder option button.

2. Enter the name of the new folder.

3. Click Add Folder.
The folder will be added at the bottom of the menu pane.
         Add folder.png

4. (optional) Click and drag the folder to the position you want in the menu pane.

Authorized position (green) Unauthorized position (red)
Drag and drop OK.png Drag and drop NOK.png

5. Repeat the procedure from point 2 onwards to add other folders.

Modify a folder name

  • Click the folder in the tree structure.
  • Rename it.
  • Click Update Folder.
     

Delete a folder

  • Click the folder in the tree structure.
  • Click Trash icon.png next to its name.
     

Step 3: Add optional menu items.

1. Click the Menu button icon.png Menu option button.
A list of the optional menu items defined for the user profile will appear.

2. Select the item you want from the Choose evSM Menu Item list.

3. (optional) Modify the default values defined for the menu item, e.g. name, filter/view combination.

4. Click Add Menu.
The menu item will be added at the bottom of the menu pane.
         Add menu option.png

5. (optional) Click and drag the item to the position you want in the menu pane.

6. Repeat the procedure from point 3 onwards to add other menu items.

Modify a menu item name

  • Click the menu item in the tree structure.
  • Rename it.
  • Click Update Menu.
     

Delete a menu item (Note: Only for the menu items you added)

  • Click the menu item in the tree structure.
  • Click Trash icon.png next to its name.
     

Step 4 (optional): Add shortcuts.

1. Click the required item below to display its instructions.
The item will be added at the bottom of the menu pane.

Product name - ev sas.png App

a. Click ev SAS button icon.png Product name - ev sas.png.

A list of the Product name - ev sas.png apps you are authorized to access will appear.

b. Click the relevant app.

c. Enter the name of the app to be displayed in the menu pane.

d. Select the page to be displayed when the app is run.

e. Click Add App Link.

Add app.png

Product name - ev Self Help.png Procedure

a. Click ev Self Help button icon.png Product name - ev Self Help.png.

Report

a. Click Report button icon.png Report.

b. Select the report you want from the list or use the search field. Select the view and filter.

c. (optional) Rename the report if required.

d. Click Add Report.

Link to a website

a. Click the Url button icon.png URL option button.

b. Enter the name of the link and specify the URL.

c. Click Add Link.

Add url.png

2. (optional) Click and drag the new shortcut to the position you want in the menu pane.
 

Step 5: Save the menu pane.

1. Click OK.
The menu editor will close. The menu pane will automatically be refreshed.

(Administrator mode) How to configure the menu pane for a user profile

Step 1: Select the menu items authorized for the user profile.

1. Select Administration > Access Management > User Profiles in the menu.

2. Select the user profile you want to configure.

3. In the tree structure, select all menu items authorized for the user profile.

  • To select sub-menu items, check the box next to the parent menu and restrict the selection by unselecting the items you do not want.
  • Assign creation rights (first box) and modification rights (second box) for each menu item.
             Profile - Menu entries list.png

4. Click Save.
 

Step 2: Select the mandatory menu items authorized for the user profile.

Procedure_SelectMandatoryEntries

1. Click Menu.
The menu editor will appear.

2. Click the Menu button icon.png Menu option button.
A list of the menu items authorized for the user profile will appear.

3. Select the item you want from the Choose evSM Menu Item list.

4. (optional) Modify the default values defined for the menu item, e.g. name, filter/view combination.

5. Click Add Menu.
The menu item will be added at the bottom of the menu pane.
         Add menu option.png

6. (optional) Click and drag the item to the position you want in the menu pane.

7. Repeat the procedure from point 3 onwards to add other menu items.

Modify a menu item name

  • Click the menu item in the tree structure.
  • Rename it.
  • Click Update Menu.
     

Delete a menu item

  • Click the menu item in the tree structure.
  • Click Trash icon.png next to its name.
EndDefinition

 

Step 3: Save the menu pane.

1. Click OK.
The menu editor will close. You will return to the Access Management screen.
 

Step 4: Check that the menu pane is correctly displayed for the user profile.

1. Log in to Product name - ev itsm.png using a user account with the profile you want to check.

2. Display the menu pane options by clicking Hide menu options pane icon.png at the bottom of the menu pane.

3. Click Global menu icon.png Global Menu.

4. Check that the menu items displayed are the mandatory ones for the configured user profile.

Tags:
Last modified by Unknown User on 2020/03/11 19:27
Created by Administrator XWiki on 2018/12/14 11:18

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