The Role Menu Item View is designed to fine tune all the options around the command you want to trigger when a user invokes this option from their menu.
Role Menu Item Features
The role menu item lets you configure the following properties about the command you want this menu item to invoke:
The type of command you want as an option on this menu
The name of the tab/group it resides within
Any custom parameters that can be configured for the specific command type
The image used to display this menu option to the user
How you want the command to appear in the menu
Visible
Quick Access
User Menu
Simplified Menu
On All Menus
To automatically trigger this command on login
The name, description and tooltip.
When you select a command type, all commands come with a pre-configured default icon, name, description, tooltip, parameters, etc. you can override all the default behaviour to achieve your own custom look, feel and branding along with intended function.
Role Menu Item Properties
Name
Description
Menu Name
The user friendly name of the menu this command resides within. Changing this menu will change the menu name for all commands within it to the same value.
Group Name
The user friendly name of the group this command resides within. Changing this group name will change the group name for all commands within it to the same value.
Item
The actual command you want this menu item to invoke. See our list of all standard commands.
Item Name
The user friendly name of this command
Activate On All Menus
Indicates this command should appear on all menus created for this role. This is often used to provide consistent access to common commands such as Save from everywhere.
Add To Menu Bar
This indicates the command should also appear in the menu bar at the top right near the user menu. If you also mark this command as invisible then it will only appear in the menu bar, and not on the main menu itself.
Add To Quick Access
This indicates the command should also appear in the quick access at the top left of the app. If you also mark this command as invisible then it will only appear in the quick access, and not on the main menu itself.
Add To User Menu Bar
This indicates the command should also appear in the user menu at the top right. If you also mark this command as invisible then it will only appear in the user menu, and not on the main menu itself.
Add To Simplified
By default the menu shows all commands. However if you start selecting commands as being part of a simplified set, then by default the menu will show the simplified set only. When you toggle the simplified menu you can then see all the other commands as well.
Visible
Indicates if this command should be visible on the main menu. This is usually used to hide the command from the main menu and make it visible in the user menu, or quick access, only.
Item Description
The user friendly description for this item command
Item Tooltip
The user friendly description for this item command which will only be shown as a tooltip
Different client applications display this main menu in different ways depending on their screen limitations. The full desktop application has the different areas broken up like so:
Blue: The Main Menu
Red: The Quick Access Menu
Green: The Menu Bar
Pink: The Dropdown User Menu
Simplified: Don't use unless configured for every menu. If you don't have a command marked as simplified then the menu will show all the commands your designing. If you have one command marked as simplified then it will only show simplified commands by default until a user toggles the simplified view.
Commands
The Menu Item View has the following commands:
Alter Image: Provides a popup icon selection allowing you to change the icon of this command to any standard system image, or any custom image you've provided to the system.
Custom Properties: Provides a custom popup that is particular to that command with options it has for configuring it. For instance the Entities Item command is used as a shortcut to opening any item in the system (See our list of all standard commands). You can use the parameters to specify the type and actual item you want to open with one click along with any custom layout to use when displaying it.
