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Tip

Role required: admin.

In SimpleOne, navigation is based on these entities:

  • Categories (– physically stored in the Menu Category (sys_menu_category) table).
  • Child categories (–  physically stored in the Menu Category (sys_menu_category) table).
  • Menu items (– physically stored in the Menu Item (sys_menu_item)  table)table.
  • Dynamic categories (– physically stored in the Dynamic Menu Category (sys_menu_dynamic_category) table).

A category can have one or more child categories. Child categories never have other child categories.

The hierarchy of a category containing child categories and items is shown below:

A category can also be a dynamic one that is an entry point to a separate submenu. The order of a dynamic category containing child categories, subcategories and its items, and its own items is shown below:


To create a new category, follow these steps:

  1. Navigate to System Settings → Menu Categories.
  2. Click New and fill in the fields. See an example below.
  3. Click Save or Save and Exitexit to apply the changes.

Service Portfolio Portal Structure category form fields

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The Edit button is marked with a pencil icon .

It allows you to modify the properties of a specific category or category item. Click it to open the property editing form.

Menu category Category form fields

FieldMandatoryDescription
TitleYSpecify the displayed category title.
ActiveNSelect the checkbox to activate the category.
DynamicNSelect the checkbox if you want need the category to be dynamic.
Dynamic categoryYSpecify the dynamic category to extend the category you are creating.
OrderYSpecify the category order in the interface (categories are arranged in ascending order).
DescriptionNEnter a short description for the category.
User RolesrolesNSpecify user roles that have access to the category. If the field is left blank, the category will be available to all users.
ParentN

Specify the category which is the parent to the current one. This allows you to change the level of the category.

A category cannot be a parent to itself.

Info

Child categories cannot have their child categories.

The maximum level hierarchy is shown below:

  1. Service Portfolio

1.1. Service Option

Service Option item

Service Item



Info

If the newly created category contains no items, it will not appear in the navigation panel. To display it, create one or more menu items for this category. To learn how to create a menu item, refer to Menu Items section of this article.


Child category is an optional level for a category that allows you to implement hierarchy in the Navigator.

To create a child category, follow these steps:

  1. Navigate to System Settings → Menu Categories.
  2. Open a category record you need to create a child category for.
  3. Open the Child Categories tab in the Related Lists area.
  4. Click New and fill in the fields.
  5. Click Save or Save and Exitexit to apply the changes.
Info

You can also create a child category this way:

  1. Navigate to System Definition Settings → Menu Categories.
  2. Click New and fill in the fields.
  3. Click Save or Save and Exitexit to apply the changes.

Note that in this case, you need to fill in the Parent field manually.


Info

If the newly created child category contains no items, it will not appear in the navigation panel. To display it, create at least one menu item for this child category. To learn how to create a menu item, refer to Menu Items section of this article.

items items

SimpleOne administrators can use menu items as links to content pages (for example, lists or forms of table records). Menu items can be related to a category or a child category.

Info

To make a menu item point to an external source, on the Link typeType tab, fill in the URL field with a link to the source.

To create a new category item, follow these steps:

  1. Navigate to System Settings → Menu Categories.
  2. Оpen a category record you need to create a menu item for.
  3. Find In the Related Lists area, select the Menu Item tab in the Related Lists area.
  4. Click New and fill in the fields.
  5. Click Save or Save and Exitexit to apply the changes.

Menu item Item form fields

Notes

FieldMandatoryDescription
TitleYSpecify the displayed menu item title.
CategoryY

Specify the category of the item. Move it from one category to another by clicking the magnifier icon and choosing the new category from the list.

User RolesrolesNSpecify user roles that should have access to the menu item. If the list is left empty, the category will be available to all users.
Visibility tab
ActiveNSelect the checkbox to display the element in the navigator.
OrderYSpecify the element order in the interface (elements . Elements are sorted in ascending order).
Link type Type tab
TableYSpecify the table to which the menu item refers to.
Link TypetypeY

Specify the link type in this Choice field. Available options:

  • List of Recordsrecords
  • Record
FilterN

The condition builder field that allows you to tune up a filter that will be applied to a list view.

Info
title
  • The filter allows you to specify several conditions.
  • It is possible to create AND/OR constructions.
  • It is possible to add sorting.
URLN

Enter a URL if a navigation item should point to an internal or external source. 

Note

If you enter a URL, values of the Table and Link Type type fields will be ignored.

The Favorites functionality provides the ability to quickly access the frequently used categories (including their child categories), child categories (including their items but not the parent category), category items, and also filters

.

List of favorite items is available on the Favorites tab marked with the star icon. Every user has their own Favorites. Physically, they are stored in the Favorites (sys_menu_favorite) table.

To add a category, child category, or category item to Favorites, click a star icon near it. Also, you can add a filter of the list view that was prepared earlier to the Favorites. For this, just drag it to the Favorites navigation tab.

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There are two ways to delete a category, category item or filter from Favorites:

  • When you are in Favorites, click the Delete icon in front of the desired item. Applicable for categories, category items and filters.
  • When you are in the Categories tab, unstar the item you want to delete from Favorites. Applicable for categories and category items.


Dynamic menu is a special navigator element that is the entry point to a separate submenu. Categories and items of such a menu are formed based on table data. There are two options for forming a dynamic menu structure while creating it:

  • Specify one table, so its records will be both categories and category items. To do thisso, specify the field in the Category parent column that defines the parent-child relationship.
  • Specify two tables, one for the category and the other for the items included in the category. To do thisso, specify the field that defines the parent-child relationship in the Category parent column for the category and subcategories table. And also specify the field in Item parent column that defines the item-to-category relationship for the table with items.

Dynamic Category form fields

FieldMandatoryDescription
TitleYSpecify the category title.
Use categoriesNSelect the checkbox if you need to create a hierarchy using two tables.
Category tableY

Define the table that will be used as a category for items.

Info

The field appears when the Use categories checkbox is selected.


Category parent columnY

Specify the column to define parent-child relationship of elements.

Info

The field appears when the Use categories checkbox is selected.


Category icon sourceN

Specify the vector image for the category.

Info

The field appears when the Use categories checkbox is selected.


Category UI listN

Specify the List Layout for the category.

Info

The field appears when the Use categories checkbox is selected.


Category conditionsN

Specify the conditions that must be met to filter categories.

Info

The field appears when the Use categories checkbox is selected.


Item tableYDefine the table which records will be used as items.
Item parent columnYSpecify the column that will define parent-child relationship between items and categories. 
Item icon sourceNSpecify the vector image for items.
Item UI formNSpecify the Form form layout for items.
Item conditionsNSpecify the conditions that must be met to filter items.


You can use the search bar at the top of the navigator to reduce the number of items displayed. It may be helpful if there are many items displayed, and it is hard to find the preferred one.

For this, enter some characters or keywords in the search bar at the top of the navigator:


Note

Initial The initial filtration is performed by the category name.

  • When you enter some characters of a keyword, the navigator displays categories whose titles contain characters, and all their items.
  • When a full keyword is entered, items with the keyword and their categories will be shown.


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