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Overview
Now that we started a Project in Wayfast, you we 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 to associate menu items to a certain Role. This features allows to configure Application’s Role Based Access Control (RBAC) for each user who logins and work on the Project.
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How to create new 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.
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database before set a requirement as active.
Under the Project top headermenu, clicks click on “General Options” icon. Then turns into click on “Menu” tabsubtab
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“Menu” dashboard displays all the Menu items and Roles that currently are created for this Project.
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We will focus on “Custom Roles” functionality in another |
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lesson. |
Creating Let’s create a menu is easy, new menu in few steps! First click on “Add items” button.
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A popup “Create a new menu item” is displayed with the mandatory information.NOTE:
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A menu needs to be associated to any page, otherwise, it will be empty and won’t redirect to any place in the application. There’s an option to associate the menu item to a new page by clicking “New Page” button. |
Field Name | Description |
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Description of Items | Name of the menu item |
Select the Destination | Displays all the pages associated to the Project. According to the selection, menu item will redirect to the page. |
Parameters | |
Order | Displays the place of the menu item in the page depending on how many menu items are created in the Project. |
Type | Displays the way that the menu item is opened. It can be on the same page or a popup. |
Visibility condition | Displays or not the new menu item in the page. |
Style | Displays the style related to the menu item. |
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Selecting the popup type, Wayfast will |
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show the position where we are going to place the popup in the page every time that this is |
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prompted. |
We can set the “Order” field to place this menu item in the page depending on how many menu items are created. In the example, we are going to create the first menu item in Project.
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Once we set all the required field, click “Accept” click on “Accept” button and we can observe the new menu item under the dashboard. If the user wants we want to edit the menu item, we need to click on the “Menu’s name” link“Magnifying glass” icon under “Edit” column.
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Next to the menu item created, we can see a “Cross” red icon under the “Delete” column to remove the object from dashboard.
User can access to the Project site as another way to verify if the Menu recently created is saved. Changes In the next lesson, we are going to verify how the menu items are displayed using the Preview functionality in each page associated. We need to keep in mind that changes will be immediately impacted, we can make sure to clean the cache in browser if the menu is not visible.
How to
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create new Submenu 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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But what happens if don’t need every user to see all the menu items and pages related? On this topic, we will learn how to create new roles. To start click on “Add Roles” under the Menu dashboard.
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Again, we need to put a role’s description (Name) and the destination’s page for that new role. In the example, we can search by the same page previously linked to our “Wayfast Menu” item. Then click on “Save” button.
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At this point, we have a new Role but don’t have any assigned Users. To verify that the app is working as expected, we can quickly remove our user from Admin role and reassign to “Wayfast New Role” created. Clicks on “Quantity Users” link for Admin and then click “Add User” button
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A pop up with our user linked is displayed. By removing the user and clicking “Accept” button, we are able to setup the user into the new role.
Repeat the steps, click on Quantity Users link (related to “New Role”) and “Add User” button.
Once the user is registered, we can see it available for “New Role” row.
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A final step is needed, associate the new role to the menu item. For this purpose, click on “Quantity Items” link and a popup will display the related menu items. Click “Add items” and then assign which menu items should be visible for this role.
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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.
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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learnt how to create menu items, we can include submenu items under each of them. This is a simple way to organize the different sections in our application.
Let’s click on the link under “Quantity Items” column. A popup is displayed on the screen, click on “Add Items” button
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Automatically the application prompted another popup to complete the required fields for new submenu item. Required fields to create this item is exactly the same than creating a new menu item.
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Click on “Submit” button and we will establish the relation between menu and submenu items.
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Once again, click on “Submit” button to verify that the changes are reflected in the Project
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Now the “Quantity Items” column is displaying the number of submenu related to the menu item.
Recap
In the first part of this lesson, we learnt about how to create new Menu items and how they can contain Pages previously created. We defined the relationship Also the application gave us the possibility to define submenu items under the menu items previously created. All these relationships are established in General Options. In the second partfollowing lesson, we created are going to create Roles and understand 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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