Editing the Menu

June 4th, 2020

The left Sidebar Menu you see on the left is completely customizable from the Edit Menu page (found under Administration > Edit Menu). You can hide or show menu items, edit menu item labels and icons, reorder menu items, create new menu items and delete custom menu items.

The Edit Menu Page

The Edit Menu page is where you will edit existing menu items. After modifying the menu structure you need to hit the Save button.

Editing the Menu

The Undo Changes button will reset the menu structure to its last saved state. The Delete Custom Menu button will reset reset any modifications you have made to the default menu structure.

The table below will initially show you the Root (top-level) menu items. Each row is a separate Menu Item or parent folder for other menu items. The order they are in is the order they will be shown on the menu.

Table root

Editing the Menu

The Toggle icon will Hide/Show the menu item.

Editing the Menu

The Pencil icon will open the Edit Menu Item Dialog.

Editing the Menu

The Trash icon will Delete the menu item. It can only be used on User Created (Custom) menu items.

Editing the Menu

The 3 Dashes icon will Reorder the menu items. You can Click and Drag this icon to move it up or down.

Editing the Menu

The Down-Right Arrow icon will Expand a parent folder menu item.

If you Expand a parent folder menu item the table will update to show the menu items under that parent item.

Table help

The Menu path will update to show you which folder you are looking at. You can click a parent item name in the Menu path (such as Root) to jump back up to the higher level view.

Editing the Menu

At any point you can click the Plus FAB Icon which is hovering over the bottom right of the table. This will open the Create menu item dialog to create a menu item under the currently open parent folder.

Editing the Menu

The Create/Edit Menu Item Dialog

The Create/Edit menu item dialog will open if you click the add new menu item FAB button on the Edit Menu page or the Add/Edit Menu Item button on the Page Editor.

Edit menu dialog

From this dialog you can set the menu item's properties. The Menu text input defines the label that will display with the Menu Item and also in the Header Bar. If you are using custom translations you can enter the translation key defined in i18n.properties. You can override the Menu text on default pages here as well.

text translation

The Menu icon name can be set using a Font Awesome or Material Icon name. You will see a preview of the icon on the left. You can set a user permission in the Permission required input. If the user does not have this permission the menu item will not be shown. You can choose to hide the item from the menu by clicking the Show menu item toggle on the right of the row.

Edit menu label

You can choose a parent item to nest your menu item under. The State name is the unique ID for the menu item. The URL path is what will display in the browser's address bar and will be used in the URL to directly link to the page. It will be prefixed with the parent states' URL path.

State url

The Choose a Custom Page drop-down will list all the user created custom pages that are saved in the system. You can choose one to Link to custom page. Alternatively you can have the menu item be a Folder, open an External Link, or open a Template URL relative to the ui directory in the file system.

Choose page

The radio buttons at the bottom allow you to choose whether or not make the Date Bar visible on the page. Also, you can choose whether or not to have rollup controls display on the Date Bar.

Date bar on

User Permissions

Users with the edit-ui-menus permission can edit any of the menu items or structure. When editing the menu items you can set a permission under the Permissions input of the Edit menu dialog. If the user does not have this permission the menu item will not be shown.

User permissions

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