Menu

In Fusion, you can customize menus according to your users' needs. You can create a new menu, which can become available standard menu bar on the left, and also create child menus, which are below an existing structure.

To access the Menu screen, click Administration > Menu. The screen will be displayed as shown below:

The menus already registered in Fusion are present on the menu screen.

Registering Dynamic Menu

To create a new parent menu, which will be next to the standard Fusion menus, click New.

Clicking opens the following screen:

Some fields are mandatory and others are only informative. These will be described below and their filling forms.

1. Exibition Order: In Fusion, menus are arranged in numerical order. Each menu has its order number. Enter a number that matches the order you want in the created menu. This field only accepts numeric characters and is mandatory.

2. Code: Enter a code. This field only accepts numeric characters and the minimum value entered is 1001 (thousand and one), and is also mandatory.

3. Title: Create a name for the new menu. This field is mandatory.

4. Upper Level (Higher Level): In Upper Level, choose a parent menu from the created menu. This field will only be populated when creating a child menu. This field is not required.

5. Icon: In this field, select an icon for the menu. To choose a standard product icon, click here to access the Fusion icon URL. Browse until you find the desired icon, then click on it to copy its code. When pasting the code into the icon field, remove the first dot from the name. For example, the icon .icon-ate-align-center should be entered as icon-ate-align-center. It is important to note that filling in this field is mandatory.

6. Icon Type: Indicate whether the icon selected in the previous field is an image or a font. For the standard product icons available at the URL mentioned above, the type will be font. If the icon is custom and added as an image, select image.

7. URL: In URL, direct your menu to the desired screen. However, this field should not be filled in when creating a parent menu, as the parent menu should only forward the user to child menus. When creating a parent menu, leave this field empty.

8. Custom adapter: If you want to create a more elaborate menu, enter the Java class in this field. This customization adapter is not mandatory.

9. Standard: This field is fixed and is informational only. It is possible to see if the menu created is standard from Fusion or is customized.

10. Enabled: To enable your menu, click Yes.

11. Open in a new tab: You can choose yes or no to open in a new tab.

    • Yes: When you choose Yes, the Children settings discard.

    • No: By choosing No, children can be set up normally.

Note: After first setting to No and adding child menus, if the user changes the option to Yes, the child settings disappear, but if you select No again, the previously configured children reappear.

Note: Menus set to “Open in New Tab: Yes” do not appear in the Top Level item list when creating or editing other menus.

Children

Create subgroups to your menu under Children. One or more children can be raised.

Note: If these child menus are not created, Fusion will not enable your new menu. To create a child, click New. When you click, the following screen will appear:

You can see that child creation has the same fields as the parent menu creation. However, it must be completed differently.

In Top Level, you can choose which parent menu this child menu will belong to. It's not necessary to put it in this case! Since the parent menu is still being created, leave it blank.

To direct your child menu to the desired screen, enter in URL the screen that the menu will open. Example: ged/documentList.jsp. This field is not mandatory, but it is indispensable for the creation of the child menu.

Usage Examples

This section presents practical examples to help create custom menus, simplifying navigation and access to required records. The provided examples are tailored to the platform's standard functionalities.

Menu for Form Records

Creating menus for accessing form records is an essential feature for users who need to monitor or access specific form data. This functionality enables direct access to a form's records, ensuring more efficient navigation and better management of the collected information.

Furthermore, when creating this menu, users accessing the records will not need administrator permissions in the BPM module. This allows users to access only the form records without requiring elevated permissions, making the forms accessible to any user with the appropriate permissions.

To view the records of a specific form, use the following URL:

/portal/render/FormList?type=FormCode

In this example, replace "FormCode" with the desired form's code.

By accessing this menu, you can view all records associated with the specified form.

This example can be applied to various use cases, such as:

• Creating a company extension directory, where all users can access internal contact information.
• Creating a customer phone directory, enabling the sales or support team to quickly access contact numbers.
• Displaying customer feedback form records, accessible to the support team.
• Displaying service records, allowing service management personnel to review data from past interactions.

These are just a few examples, but this functionality can be utilized for any type of record that needs centralized access without requiring advanced permissions.

Access Control by Profile

When you select the Access Control by Profile option, define which user profiles will have their new menu available.

Example: GED Administrator and BPM Administrator as shown in the following image:

Note

If the profile of users who will have access permission is not specified, the menu will be displayed for all users.

Other Profiles

This session allows you to include the access profiles of the integration modules by pulling the profile and the corresponding module. The table will be empty and by clicking “Add” the user will have access to the list of profiles of the existing modules to select.

When you access the profile list screen, select the desired items and click Add and then close the screen. When returning to the menu configuration screen, note that the selected items will have been included in the Other Profiles list.

Access Control by Security Entity

Check to configure which users, groups, or roles can access the created menu.

The creation of an access control is not mandatory, however, if this option is not checked, any user who has access to the menu will be able to view, edit, and also delete the created menu.

When finished, click Ok. To view the new menu, refresh your browser.