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    Role Menu View

    The Role Menu view allows you to custom design the actual menu the user will see when loading this role. This is completely customisable allowing you to completely define what features users have easy access to.


    Role Menu Preview

    The Role Menu can have different functionality depending on which client application you are using. In the full windows desktop application you get a preview of the menu look and feel including the quick access, menu, and simplified options, like so:

    With the other application types it isn't always possible to preview the menu look and feel due to limited screen real estate or other factors. As such it provides a grid with the same functionality, but no preview is all.


    Grid Role Menu Properties

    If you have a grid view of the menu, you will have access to the following properties:

    Name Description
    [Required]
    Menu Name
    The user friendly name of this root menu
    [Required]
    [Key]
    Menu Index
    A hidden column holding the position of this menu in the root menus
    [Required]
    Group Name
    The user friendly name of this group menu within the root menu
    [Required]
    [Key]
    Group Index
    A hidden column holding the position of this group menu within the root menu itself
    [Required]
    Item
    The type of menu item command you want here
    [Required]
    Item Name
    The user friendly name the user sees for this item command
    [Key]
    [Required]Item Index
    A hidden column holding the position of this menu item within the group itself
    Item Description A user friendly description of the function of this item command
    Item ToolTip A user friendly description of the function of this item command that appears as a tooltip
    Visible Indicates if the command is visible on the main menu or not.
    You may choose to have this command invisible but always automatically activated (for instance to show a homepage/dashboard) or to appear in the quick access menu.

    Commands

    Note

    If viewed as a grid, instead of a menu preview, then the role menu has the standard set of commands and functions when being viewed from a grid. See our standard grid functionality.

    Either viewed as a grid, or a preview, you still have access to the following menu commands:

    • Add Tab
      Creates a new menu with a single group and single command item in it.
    • Move Tab Left
      Moves the selected menu to the left in the order of root menus. You can't do this if the menu is already the left most menu.
    • Move Tab Right
      Moves the selected menu to the right in the order of root menus. You can't do this if the menu is already the right most menu.
    • Delete Tab
      Deletes the menu, and all groups and command items within it.
    • Add Group
      Creates a new group with a single dummy command item, within the currently selected menu.
    • Move Group Left
      Moves the selected group to the left within the current menu. You can't do this if the group is already the left most group.
    • Move Group Right
      Moves the selected group to the right within the current menu. You can't do this if the group is already the right most group.
    • Delete Group
      Deletes the group within the current selected menu, and all command items within it.
    • Add Command Item
      Creates a new command item, within the currently selected group.
    • Move Command Item Left
      Moves the selected command item to the left within the current group. You can't do this if the command item is already the left most group.
    • Move Command Item Right
      Moves the selected command item to the right within the current group. You can't do this if the command item is already the right most group.
    • Delete Command Item
      Deletes the command item within the current selected group.
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