In the SIMPLE system navigation is based on these entities:
- Categories (they are physically stored in the sys_menu_category table);
- Category items (that are a child for the categories, they are physically stored in the sys_menu_item table).
To create a new category, please follow these steps:
- Navigate to the System Definition -> Menu Categories;
- Click New, fill in the form and then click Save.
To create a new category item, please follow these steps:
- Navigate to the System Definition -> Menu Items;
- Click New, fill in the form and then click Save.
Categories
Let's take the SDLC category as an example.
Here we can find the Edit button that is shown with a pencil icon.
This functionality lets to modify the properties of the category or category item. After clicking it the property editing form will be displayed. The fields description:
| field | description |
|---|---|
| Title | Displayed category title. |
| Active | If TRUE then the category is active. |
| Order | Category numerical order in the interface. The less is it, the higher the position of the category on the page is. |
| Hint | Text hint. |
| Description | Brief category description, |
| User roles | 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. |
Category items
If you are editing a category item, you will see another set of fields.
| field | description |
|---|---|
| Title | Displayed category title. |
| Category_id | The sys_id of the record in the sys_menu_category table, which the item belongs to. Here you can move the item from one category to another, For this, click "dictionary" icon and choose a new category from the list appeared. |
| Hint | Text hint. |
| User roles | User roles that should have access to the category can be specified here. If the list will left blank, then the category will be available to all users. |
| Visibility tab | |
| Active | If TRUE then this element is active, |
| Order | Category numerical order in the interface. The less is it, the higher the position of the category on the page is. |
| Link type tab | |
| Table_id | The sys_id of the record in the sys_db_table table, the table category item refers to. |
| Link type | The Choice field. Available options: List of Records or Record. |
| Filter | The Conditions field. It represents a filter widget. It lets to tune up a filter that will be applied to a list view. Notes: The filter lets to specify several conditions; it is possible to create AND/OR constructions; it is possible to add sorting. |
Favorites
The "Favorites" functionality provides the ability of quick access to the frequently used categories, 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 sys_menu_favorite table.
To add a category or category item into the 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 the Favorites tab, 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.
The note: for updating information about the items in the Favorites, you need to refresh the page.
