Overview

Now that we started a Project in Wayfast, you can set different Menu and Sub-Menu items and assign the pages associated to each of them. Apart from that, we will learn how the tool gives the ability to provide Roles and Permissions for every Menu Item created. This functionality offers the chance to establish our own Security Matrix for each user who logins and work on the Project.

Menu Items  

Preconditions

First, we need to create a Project and build the structure with DB and active Requirements. For more information you can visit the “Hello World” document.

How to create new Menu items?

Under the Project top header, clicks on “General Options” icon. Then turns into “Menu” tab

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Creating a menu is easy, click on “Add items” button. A popup “Create a new menu items” is displayed with the mandatory information. Primary we need to set the “Description” and more important, our “Destination” field. This lookup field will retrieve all the pages created in our Project.

A menu needs to be associated to any page, otherwise, the Menu it will be empty and won’t redirect to any place in the application. Finally we can set the “Order” field to view this menu item. In the example, our Project already has a “Menu 1” and “Menu 2” with their respective order, so we can set “Order = 3” for the new item.

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User can access to the Project site as another way to verify if the Menu recently created is saved. Changes will be immediately impacted, we can clean the cache in browser if the menu is not visible.

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How to add Roles and Permissions on Menu items?

Now that we have the menu item created and displayed in the Project, by default the Role associated is ADMIN. If user focuses on Roles section and clicks on “Quantity Items” column, a popup is displayed on the screen with all the menu items listed (this popup is similar to the Menu dashboard) with every destination page and conditions/parameters established by the creator and the corresponding order in the Project.

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To verify that the role for our user is updated, return to the Project site and refresh the page (sometimes it will need to clean browser’s cache). After this, we can check that the right assignation is available.

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Can user have Multiple Roles?

Actually Wayfast is supporting only one role per user registered on the Project. If we add a user that is already assigned to a role the app will check any previous assignation and it will display an error message.

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Recap

In the first part, we learnt about how to create new Menu items and how they can contain Pages previously created. We defined the relationship in General Options. In the second part, we created Roles and how they can be assigned to the listed users and menu items and finally we navigated briefly through the Project site to verify that the new changes are applied on the fly. In next tutorials, we can learn how Wayfast allows us the possibility to establish multiple conditions and parameters that make this parent-child logic more complex and accurate to our system’s needs.

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