A menu item is used for launching the interface that contains the widget you’ve built. Once it is created, it can be displayed almost anywhere in the system as a top-level menu, as a menu item under a drop-down menu, or as a button. Place the menu item for a wizard in the place most useful to the users.
| Step | Result | |
|---|---|---|
| 1 | Navigate to Administration menu > Single Pane of Glass tile > Menus tile. |
Navigation to Menus |
| 2 | Click the New Menu Items drop-down menu and select Interface Menu Items. A Menu Details screen opens. |
New Menu Items button |
| 3 | Fill out the fields in the Details panel: |
Menu Details screen |
Field | Description | |
| 4 | Application Context | Defines the location of the Menu item. See the section below listing behavior of different Application Contexts. |
| 5 | Name | Users will see this name as a menu item or on a button. Choose a name that will make most sense to the user. If the menu opens an interface with a wizard in it, then choose a name that clearly represents the action performed by the wizard. |
| 6 | Parent Menu Item | If placing this menu item under a drop-down menu, select the top-level menu item name from the list. |
| 7 | Order | Sets the placement of the Menu item if it is part of a drop-down menu. Enter a number from 1 up, no decimal digits. The Menu item with the smallest Order number will be displayed at the top of the menu, and so on. |
| 8 | Stylesheet Class | To change the look of the Menu Item from the system default one, add a button class from the Bootstrap library (https://getbootstrap.com/docs/3.3/css/#buttons) or from the internal Docupace classes. |
| 9 | Icon Class | Indicates the image that is used in case the Menu Item will be displayed as an icon (for example, if Application Context is set as Table Record). Enter the Icon Class from Bootstrap Glyphicons (https://getbootstrap.com/docs/3.3/components/), for example:
|
| 10 | Description | Users will not see this description; it is for internal reference only. |
| 11 | Interface | Select the interface that will be called by this menu item. |
| 12 | System Access Rule | Choose which users the Menu Item shall be available by choosing from the drop-down list. |
| 13 | Is Disabled | Current status of the menu item. If disabled (value Yes), none of the users will see this menu item. |
| 14 | Visibility Condition | Determines under which conditions the Menu Item is made visible to the users. If this field is left empty, the Menu Item will be visible in all cases. Use JavaScript code, for example:
In this case the Menu Item will be visible only if this is a Client Activity Work Item, its domain ID is 401. |
| 15 | In the Domains panel, add those domain where you want to see your menu item (button). For example, if the wizard is only relevant for activities with the Client Subfolders, then add this domain to the list. |
Adding specific domains for the menu item |
| 16 | Click Save and Close. Test the menu item. First refresh your Docupace window (press F5). Then find the place where the menu item is located. Select it. The wizard you created should be launched and should work as expected. If you encounter issues with the wizard, please look through the solutions in the Troubleshooting section of this guide. |
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