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).
A category can consist of several child categories.
Child categories cannot have any child categories.
The order of a category containing child categories and items is represented below:
To add a menu item, follow the steps below:
- Navigate to System Definition → Menu Items.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply changes.
Categories
To create a new category, please follow these steps:
- Navigate to System Definition → Menu Categories.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply changes.
The Service Portfolio category can be taken as an example.
The Edit button is shown with a pencil icon 
.
This functionality allows to modify the properties of the category or category item. After clicking it the property editing form will be displayed.
Menu category form fields
| Field | Mandatory | Description |
|---|---|---|
| Title | Y | Displayed category title. |
| Active | N | Select this checkbox to activate the category. |
| Order | Y | Category order in the interface (categories are arranged in the ascending order). |
| Description | N | Brief category description. |
| User Roles | N | User roles that have access to the category can be specified here. If the list is left blank, then the category will be available to all users. |
| Parent | N | The category which is parent to the current one. This allows to change the level of a category. A category cannot be parent to itself. A category with a child category cannot become a child category itself (child categories cannot have their child categories). In other words, if the Service Portfolio has a child category Service Option, the Service Portfolio cannot become a child category itself. The maximum level hierarchy is represented below:
1.1. Service Option Service Option item Service Item |
If the newly created category contains no items, then it will not appear in the navigation panel. To display it, create the menu items referring to this category. To know how to create the menu item, please refer to Menu Items section of this article.
Child Category
Child Category is an optional level for a category that allows to implement hierarchy in the Navigator.
To create a new category, please follow these steps:
- Navigate to System Definition → Menu Categories,open a record you want to create a menu item for.
- Find the Menu Category tab in the Related Lists area.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply changes.
You can also open the form this way:
- Navigate to System Definition → Menu Categories.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply changes.
Please note that in this case, you need to fill in the Parent field manually.
A Child Category cannot have any child categories.
If the newly created child category contains no items, then it will not appear in the navigation panel. To display it, create the menu items referring to this category. To know how to create the menu item, please refer to Menu Items section of this article.
Menu items
SimpleOne administrators can use menu items as links to different content pages (e.g., lists or forms of table records). Menu items can be related to a category or to a child category.
To make a menu item lead 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, please follow these steps:
- Navigate to System Definition → Menu Categories, open a record you want 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 changes.
Menu item form fields
| Field | Mandatory | Description |
|---|---|---|
| Title | Y | Displayed category title. |
| Category | Y | The parent category of the item. Move it from one parent category to another by clicking the dictionary icon and choosing the new category from the list appeared. |
| User Roles | N | User roles that should have access to the category can be specified here. If the list will be left blank, then the category will be available to all users. |
| Visibility tab | ||
| Active | N | Select this checkbox to make the element active or inactive. |
| Order | Y | The element order in the interface (elements are sorted in the ascending order). |
| Link type tab | ||
| Table | Y | The sys_id of the record in the sys_db_table table, the table category item refers to. |
| Link Type | Y | The Choice field. Available options: List of Records or Record. |
| Filter | N | The Condition Builder field that allows to tune up a filter that will be applied to a list view. Notes
|
| URL | N | Enter a URL if a navigation item should lead to an internal or external source. |
Favorites
The "Favorites" functionality provides the ability of quick access to 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 favorites items is available in the "Favorites" tab marked with the star icon. Every user has his own Favorites. Physically, they are stored in the Favorites (sys_menu_favorite) table.
To add a category, child category, or category item into Favorites, click a star near it (in other words, star it). Also, you can add a filter of the list view that was prepared earlier to the Favorites. For this, just drag and drop it to the Favorites navigation tab.
There are two ways to delete the category, category item or the filter from Favorites:
(applicable for categories, category items and filters)
- When you are in Favorites, click the Delete icon in front of the desired item.
(applicable for categories and category items)
- When you are in the Categories tab, unstar the item you want to delete from Favorites.
Navigator filtering
You can use a search bar in the top of the navigator to narrow the items amount displayed. It may be helpful if there are many items displayed and it is hard to find a preferred one.
For this, start typing some text describing your needs in a search bar on the top of the navigator:
Note that initial filtration is performed by the categories name. If any occurrences of this word are found, then a category is displayed containing all its items; otherwise, all categories containing items having keyword requested inside will be shown.
