{"id":44401,"date":"2022-12-19T11:48:32","date_gmt":"2022-12-19T03:48:32","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=44401"},"modified":"2023-11-15T13:08:03","modified_gmt":"2023-11-15T05:08:03","slug":"menu","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/menu\/","title":{"rendered":"Menu"},"content":{"rendered":"\n

Explorer's metadata-driven menu makes it easier for users to navigate to pages, trends, and workbooks. This is a user-driven classification system, designed to reduce the administrative burden of continually adding new displays to a corporate menu.<\/p>\n

The structure of the menu is created in Server Management, and that structure is then used by users to build there own customised menus.<\/p>\n

Customised Site Menu in Explorer:<\/em><\/p>\n

\"\"<\/a><\/p>\n

\n

Creating the Menu Structure<\/h2>\n

To create the menu structure, a named list is assigned to each level of the menu, with the named list values forming the headings for the levels.<\/p>\n

First, create a Named List<\/a> for each menu level.\u00a0<\/p>\n

\"\"<\/a><\/p>\n

The menu configuration in Server Management:<\/em><\/p>\n

\"\"<\/a><\/p>\n\n\n\n\n\n\n
1\u00a0 \u00a0Configuration<\/strong><\/td>\nSelect configuration\u00a0<\/td>\n<\/tr>\n
2\u00a0 \u00a0Menu<\/strong><\/td>\nSelect menu<\/td>\n<\/tr>\n
3\u00a0 \u00a0Name<\/strong><\/td>\n\n

Enter the title for the menu; this will be displayed in Explorer<\/p>\n

\"\"<\/a><\/p>\n<\/td>\n<\/tr>\n

4\u00a0 \u00a0Structure<\/strong><\/td>\n\n

Select the number and type of levels to be used in the menu<\/p>\n\n\n\n\n\n
\"\"<\/a><\/td>\nMenu levels 1 and 2 are the highest menu levels and are in the grey bar on the left side<\/td>\n<\/tr>\n
\"\"<\/a><\/td>\n\n

Menu level 3 is the tab menu across the top of the menu page.<\/p>\n

Level 4 forms the headings under which the menu items are gouped.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n

5\u00a0 \u00a0Content<\/strong><\/td>\n\n

Specify the named lists to be used for each menu level<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\n

Building a Customised Menu<\/h2>\n

Pages, trends, and Workbooks can be added to the menu by selecting a heading for each menu level, in the Classification section of the Display Information<\/a> panel.<\/p>\n

To build a customised menu:<\/p>\n

1. Select the Info \"\" button in the toolbar of the page, trend or Workbook, to open the Display Information panel for that item.<\/p>\n

\"\"<\/a><\/p>\n

2. In the Classification, select a heading from each menu level:<\/p>\n\n\n\n\n
\"\"<\/a><\/td>\n\"\"<\/a><\/td>\n<\/tr>\n
\"\"<\/a><\/td>\n\"\"<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

3.\u00a0 Add a title for the menu item.<\/p>\n

\"\"<\/a><\/p>\n

The trend in the menu:<\/em><\/p>\n

\"\"<\/a><\/p>\n\n\n\n\n\n\n\n\n\n
1\u00a0 \u00a0Site Menu<\/strong><\/td>\nSite menu button on the Explorer shortcut menu<\/td>\n<\/tr>\n
2\u00a0 \u00a0Title<\/strong><\/td>\nMenu title as defined in Server Management<\/td>\n<\/tr>\n
3\u00a0 \u00a0Level 1<\/strong><\/td>\nHeading selected for level 1<\/td>\n<\/tr>\n
4\u00a0 \u00a0Level 2<\/strong><\/td>\nHeading selected for level 2<\/td>\n<\/tr>\n
5\u00a0 \u00a0Level 3<\/strong><\/td>\nHeading selected for level 3<\/td>\n<\/tr>\n
6\u00a0 \u00a0Level 4<\/strong><\/td>\nHeading selected for level 4<\/td>\n<\/tr>\n
7\u00a0 \u00a0Item<\/strong><\/td>\nClick to open the selected page, trend or Worbook<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
\n

Menu Security<\/h2>\n

Workspace security applies to all items in the Site Menu.<\/p>\n

Read more:\u00a0<\/strong> Workspace security.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Explorer's metadata-driven menu makes it easier for users to navigate to pages, trends, and workbooks. This is a user-driven classification system, designed to reduce the administrative burden of continually adding new displays to a corporate menu.<\/p>\n

Read more<\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":58149,"parent":5556,"menu_order":29,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[878],"class_list":["post-44401","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","tag-menu","Version-4-10-6","Version-4-9-6","Product-ex"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/44401","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=44401"}],"version-history":[{"count":29,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/44401\/revisions"}],"predecessor-version":[{"id":72531,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/44401\/revisions\/72531"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/5556"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/58149"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=44401"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=44401"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=44401"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}