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Menu

Menu

Overview

Now that we started a Project in Wayfast, we can set different Menu and Sub-Menu items and assign the pages associated to them. Apart from that, we will learn how 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.

How to create new Menu items?

Preconditions

First, we need to create a Project and build the structure with database before set a requirement as active.

Under the Project top menu, click on “General Options” icon. Then click on “Menu” subtab

“Menu” dashboard displays all the Menu items and Roles that currently are created for this Project.

We will focus on “Custom Roles” functionality in another lesson.

Let’s create a new menu in few steps! First click on “Add items” button.

A popup “Create a new menu item” is displayed with the mandatory information.

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

Field Name

Description

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.

Selecting the popup type, Wayfast will show the position where we are going to place the popup in the page every time that this is 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.

Once we set all the required field, click on “Accept” button and we can observe the new menu item under the dashboard. If we want to edit the menu item, we need to click on the “Magnifying glass” icon under “Edit” column.

Next to the menu item created, we can see a “Cross” red icon under the “Delete” column to remove the object from dashboard.

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, make sure to clean the cache in browser if the menu is not visible.

How to create new Submenu items?

Now that we 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

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.

Click on “Submit” button and we will establish the relation between menu and submenu items.

Once again, click on “Submit” button to verify that the changes are reflected in the Project

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. 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 following lesson, we are going to create Roles and understand how they can be assigned to the listed users and menu items.


 

 

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