Help ELMA BPM Platform

Menu Settings

ELMA allows configuring the top and the left menus. Menu settings include:

assigning access to standard menu items;
adding new menu items;
deleting menu items.

There are several ways to start editing a menu:

click Main Menu or Left Menu on the visual interface editor panel (fig. 1).

Fig. 1. Visual interface editor. "Main Menu" and "Left Menu" buttons
click on the interface page, to the right of the required parameter (fig. 2).

Fig. 2. Interface page. Menu editing buttons
click in the menu register, to the right of the menu name.
click Links on the menu page.

If the edited menu is used in several interfaces, the changes you make will be applied to all the interfaces. To edit a menu, click Continue editing (fig. 3). To configure the menu for a particular interface, create a separate menu for this interface and configure it.

Fig. 3. The menu is used in different interfaces

Toolbar buttons:

	create a new menu item.
	edit the selected menu item.
	Reset the menu settings. When you click this button, the menu becomes standard, as in the default interface.

When you mouse over a menu item, additional buttons are displayed (fig. 4).

Fig. 4. Additional buttons

	Edit menu item.
	Configure menu item access settings.
	Add a menu sub-item.
	Cancel all the settings of this menu item and its sub-items.
	Copy this menu item to another menu.
	Delete the menu item and all its sub-items.

Adding a menu item

To learn about adding a menu item, see the respective Help section.

Editing a menu item

There are two ways to edit a menu item:

select the required menu item and click Change Link in the toolbar;
click to the right of the menu item.

The dialog box for editing the menu item will open. Make the necessary changes in this dialog box and click Save.

Access to a menu item

To assign access to a menu item, click

to the right of the item name. In the opened dialog box, add a user group or an organizational structure item that will have access to this menu item (fig. 5).

Fig. 5. Menu item access settings

Deleting a menu item

To delete a menu item, click

. The sub-items are deleted as well.

Moving a menu item

Menu items are displayed in the interface in the same order, as on this page. To move a menu item, drag it to the required position in the list (fig. 6).

Fig. 6. Moving a menu item

Copying a menu item

To copy a menu item, click

. In the opened dialog box, select the menu, to which this item will be copied, and click Copy (fig. 7). If the menu item has sub-items, they will be copied as well.

Fig. 7. Copying a menu item

Menu register

Menu register is the list of all the created menus. The main and the left menus have different registers.

To open the menu register, click Register on the interface page (fig. 8).

Fig. 8. "Register" button on the interface page

Fig. 9. Menu register

Menu page

To view a menu page, click the menu name (fig. 10).

Fig. 10. Menu page

Menu page includes the following information:

Name.

Description.

To edit menu parameters:

click in the menu register, to the right of the menu name;
click Edit on the menu page;

Make the required changes on the opened form (fig. 11).

Fig. 11. Menu parameters editing form

Creating a menu

To create a new menu:

click Add Menu in the menu register (fig. 12) or on the interface page.

Fig. 12. Menu register. "Add Menu" button
enter the Name and the Description on the opened form (fig. 13):

Fig. 13. Menu creation form
to create the menu, click Save, to cancel, click Cancel. After clicking Save, the menu page opens.

The created menu has no items, therefore, you have to create and edit menu items. To do so, click Links on the menu page (fig. 14).

Fig. 14. Menu page. "Links" button