Menus and screens
Generate a project and configure new screens, menus, among others, before creating and configuring a menu. The purpose of creating a project is to have several menus created and configured with only one of them active. This project allows you to create multiple projects, so you can switch between projects when necessary.
In order to take advantage of the integrated login, in the case of Senior systems, create shortcuts for these menus. For example, for an external web application opened in another browser window. This way, once authenticated on the Senior X Platform, it will not be necessary to log in to other Senior web and desktop applications.
Orphan menus — menus that exist but do not have a parent — can be identified by the color red. This way, you can relocate them to one of the existing parent items.
Important
When the optionCredentials (withCredentials) is selected, the corresponding screen will display the message "If checked, your access token will be exposed to third-party solutions. Make sure the components/sites are trustworthy.", to inform the customer that the token will be passed to this screen for security reasons.
What do you need to do:
Create a project
- Access Technology > Customization > Menus and Screens;
- click inNew;
- Report aName It isVersion for the project. These fields cannot be changed later;
- click inTo save;
- At any time clickTo go back to discard the changes.
Create a menu
- Access Technology > Customization > Menus and Screens;
- Select the project you want to change and clickDetails;
- On the project screen, in the Screens section, clickNew;
- Inform theLabel, the name displayed on the screen;
- To internationalize the menu, informTranslation key;
- Set aIcon (displayed only on the previous version of the platform);
- AURL receives the address where the application is located;
- Select theType;
- "Same tab": opens the URL within the platform;
- "New tab": opens the URL in a new tab;
- "Desktop": opens the URL via Desktop.
- MarkWith credentials if you want to use the integration with Senior's login or want to pass the user's token to the screen.
When using the propertyincrements To obtain authorization data on customized screens, for the Internet Explorer browser it is necessary to check the browser's security policies, as it may block authorization information from being sent to the customized screen. If this happens, add the access links to the customized screens to the list ofTrusted sites of Internet Explorer. - help url It isHelp context These are fields that define the URL used in the screen documentation action menu;
- Inform within whichApplication the screen will be created;
- click inTo save;
- At any time clickTo go back to discard the changes.
Make menu available for users to view
Make the menu available to users who are not linked to the administrator role, since for this role, by default on the senior X Platform, the new menus are automatically visible.
- Access Technology > Administration > Authorization > Paper Management;
- Select the role that should appear in the menu and clickTo edit;
- On the Permissions tab, click Resource and search for "custom";
- Search for the created menu;
- Click to expand and view the information in this menu;
- Under Actions, select the check boxTo view;
- click inTo save to save the definition;
- Ask the user who is in the configured role to access the platform again, so that the menu is presented.
If this edition is not presented to users of the paper, it is recommended to clear the browser's cache.
Organize the menu
- Access Technology > Customization > Menus and Screens;
- Select the project you want to change and clickDetails;
- click inChange Menu and move the menus as desired;
- Optionally create several submenus within a menu using groupers, for better organization of content;
- Optionally hide the menu using the icon on the side;
- After editing, clickTo save;
- After the customized menu is created and organized, on the project screen clickActivate and refresh the browser page so that the new menu comes into use;
- At any time clickTo go back to discard the changes.
