Navigation

The Navigation section enables administrators to create a set of menus in the Web application, giving users quick access to the Views and Forms they use regularly.

Menus, which consist of Menu Groups that contain Views or Forms, appear under the Menu tab in Lucity Web.

Note: Only Forms that have the Allow on Menu/Favorites Form Option enabled can be added to a Menu.

Click the Start Edit button.
Click the Create New Menu Group button at the bottom of the screen. A "New Group" listing appears in the left-hand grid.
Right-click on the "New Group" listing and type a new name. This is the name that will appear in Lucity Web's Menus grid.
Use the up or down arrows to rearrange the Menu groups, if necessary. Any Views/Forms contained within the menu groups are also moved.
Click Save when finished.
Note: To delete a menu group, click the Start Edit button. Then, highlight a group listing and select the Delete Menu Group button. All Views/Forms within that menu group are removed from the menu and added to the Views/Forms not assigned to menus grid.

The Forms appear on the right-hand side of the Manage Form Menus dialog.

Click the Start Edit button.
To add a View or Form to the Menu, highlight a menu group in the left-hand Menus grid.
Then, highlight the View/Form to add to the Menu in the right-hand Views/Forms not assigned to menus grid.
- Names in red are disabled. These items can be assigned to Menus, but they will not appear on the web site until they have been enabled using Form Options.
- If a Form name does not appear in the list of available forms, it may need to be "allowed" on the menu. This option must be turned on for Forms using the Form Options.
Use the left-arrow button to move the View/Form to the Menus grid.
To rearrange the Forms in the Menu, use the up or down arrows.
To remove a form from a menu listing, use the right arrow button.
Click Save when changes are complete.
Note: Templates cannot be added to Menus. All Templates must be copied before they can be used. For additional information on working with Templates, see the Form Templates topics.


Tools
Menus	Displays all Menus currently established within Lucity Web.
Module Selection Drop-downs	Enables the user to select a Program, a Module, and one of its Components to control which views/forms are displayed in the grid.
Show All Views/Forms	Overrides the module selection drop-downs and displays all unassigned Views and Forms for all modules.
Show Program Views/Forms	Displays all the View/Forms for all Modules and Components below the selected Program in the first drop-down.
Show only Timesheet forms	Overrides the Show all Views/Forms checkbox to display only the Timesheet forms. The Show All Views/Forms box must be checked before this function may be applied.
Views/Forms not assigned to menus	Lists any Views and Forms that are not currently assigned to a Menu. Note: This list only shows Forms that have the Allow on Menu/Favorites Form Option enabled.
Refresh List	Refreshes the Views/Forms not assigned to menus grid.
	Allows the user to move a View/Form back and forth between the Menus and Views/Forms not assigned to menus grids.
	Allows the user to move a View/Form up and down in the Menus grid.
Delete Menu Group	Deletes the selected Menu Group from the Menus grid.
Create New Menu Group	Creates a new Menu Group in the Menus grid. After creating the menu, click on it in the grid to rename it.
Start Edit	Enables users to modify the Menu.
Save	Saves all edits to the menus and exits edit mode.
Cancel	Cancels any edits and exits edit mode.