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)
- 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:
Categories
To create a new category, follow these steps:
- Navigate to System Definition → Menu Categories.
- Click New and fill in the fields. See an example below.
- Click Save or Save and Exit to apply the changes.
Service Portfolio category form fields
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 form fields
| Field | Mandatory | Description |
|---|---|---|
| Title | Y | Specify the displayed category title. |
| Active | N | Select the checkbox to activate the category. |
| Dynamic | N | Select the checkbox if you want the category to be dynamic. |
| Dynamic category | Y | Specify the dynamic category to extend the category you are creating. |
| Order | Y | Specify the category order in the interface (categories are arranged in ascending order). |
| Description | N | Enter a short description for the category. |
| User Roles | N | Specify user roles that have access to the category. If the field is left blank, the category will be available to all users. |
| Parent | N | 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. Child categories cannot have their child categories. The maximum level hierarchy is shown below:
1.1. Service Option Service Option item Service Item |
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 categories
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:
- Navigate to System Definition → Menu Categories.
- Open a category record you need to create a child category for.
- Open the Child Categories tab in the Related Lists area.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
You can also create a child category this way:
- Navigate to System Definition → Menu Categories.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
Note that in this case, you need to fill in the Parent field manually.
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.
Menu items
SimpleOne administrators can use menu items as links to content pages (e.g. lists or forms of table records). Menu items can be related to a category or a child category.
To make a menu item point to an external source, on the Link type tab, fill in the URL field with a link to the source.
To create a new category item, follow these steps:
- Navigate to System Definition → Menu Categories.
- Оpen a category record you need to create a menu item for.
- Find the Menu Item tab in the Related Lists area.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
Menu item form fields
| Field | Mandatory | Description |
|---|---|---|
| Title | Y | Specify the displayed menu item title. |
| Category | Y | Specify the category of the item. Move it from one category to another by clicking the magnifier icon |
| User Roles | N | Specify 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 | ||
| Active | N | Select the checkbox to display the element in the navigator. |
| Order | Y | Specify the element order in the interface (elements are sorted in ascending order). |
| Link type tab | ||
| Table | Y | Specify the table to which the menu item refers to. |
| Link Type | Y | Specify the link type in this Choice field. Available options:
|
| Filter | N | The condition builder field that allows you to tune up a filter that will be applied to a list view. Notes
|
| URL | N | Enter a URL if a navigation item should point to an internal or external source. If you enter a URL, values of the Table and Link Type fields will be ignored. |
Favorites
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.
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 categories
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 this, 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 this, 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.
Navigator search
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:
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.
