1. Group menus are constructed with a parent menu with multiple submenus to align related menu items. Each submenu item is linked to a screen in the application.
   
2. Individual menu items are standalone menu items associated to the screens directly.
   

Creating Navigation Menus 

1. Create Navigation Menu.
   
2. Map the required profiles to the new menu.
   
3. Set the required menu as default.
   
   

1. Create Navigation Menu 

1. Access the Developer Application.
   
2. Click the Visualize tab.
   
3. Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
   
4. Click the Add Navigation Menu button on the top right corner. The New Navigation Menu addition form is displayed.
   
5. Provide the name and description for the navigation menu.
   
6. Select the default menu or custom menu you want to clone.
   
   
   
   
7. Associate the profiles in the Menu Permission selection area. Multiple profiles can be mapped here.

The list of menu items available in the Administrator and Standard menus is provided below.

Administrator System Default Menus	Standard System Default Menus

 

8. Click the Add Menu Item button at the bottom of the menu structure to add new menu items to the navigation menu. You can create a new individual or group menu item using any of these options.

9. Click Save.

2. Provide Access/View Privilege for Menu

1. Access the End User Application.
   
2. Click the Setup icon to display the Setup page.
   
3. Click the Profiles link under the USERS & CONTROLS section.
   
4. Select relevant options to provide privileges such as Access/View, Create, Edit, or Delete.
   

 

 3. Set Default Menu  

1. Access the End User Application.
   
2. Click the Setup icon to display the Setup page.
   
3. Click the User Profiles link under the USERS & CONTROLS section.
   
4. Click on the ellipse symbol next to the profile name.
   
   
   
   
   
5. Edit the profile and choose the required menu from the Navigation Menu drop-down list.
   

Editing Navigation Menus 

1. Click the Visualize tab in the Developer Application.
   
2. Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
   
3. Select the menu you want to edit from the Available Menus list. The menu structure is displayed in the right pane.
   
4. Click on Actions > Edit Navigation Menu option in the right. The Edit Navigation Menu form is displayed.
   
5. Modify the required fields. The title, description, and permission values can be modified.
   
   
   
   
6. Click Save to save the changes.
   

1. Click the Visualize tab in the Developer Application.
   
2. Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
   
3. Select the menu you want to edit from the Available Menus list. The menu structure is displayed in the right pane.
   
4. Hover over the menu item which needs to be modified. The Edit Menu Item icon is displayed on the right.
   
5. Click the Menu Item icon.
   
   
   
   
6. Modify the required values in the edit form.
   
7. Edit form of Individual menu
   
8. Edit form of Group menu
   
9. Click Save.
   
   

Creating Navigation Menu Items

1. Click the Visualize tab in the Developer Application.
   
2. Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
   
3. Select the menu you want to edit from the Available Menus list. The menu structure is displayed in the right pane.
   
4. Click the Add Menu Item button at the top right corner of the right pane.
   You can create a new individual or group menu item using any of these options.

1. Select Individual in the Menu Type toggle button.
   
2. Provide the name and icon for the menu item.
   
3. Select the Module and Model (if available for the module) from the dropdown list. You can select from the following list of modules. Upon selection, the available relevant custom view will be filtered and displayed for selection.
   

Data Visualization Module

1.     Dashboards
   
2.     Reports
   
3.     Scheduled Reports
   
4.     Maps
   

Modules & Models

1. Available Models
   
2. System Defined Custom Modules. e.g. Geofence, Products, etc.
   
3. User Defined Custom Modules

Monitoring & Control

1.      Monitoring Modules such as datapoints, commands, alarm rules, etc.
   

Inventory Management

1.      Product
   
2.      Manufacturer
   
3.      Vendor
   

4. Select the Custom View (if available for the module/model) from the dropdown list.

Image 1: Menu item addition to display a device custom view

 


Image 2: Menu item addition do display a Global Dashboard

Image 3: Menu item addition do display an Instance Dashboard for a model

4. Click Save to save the menu item.

1. Select Group Menu in the Menu Type toggle button.
   
2. Provide the name and icon for the menu item.
   
3. Select the submenu option from the dropdown list.
   
4. Provide the name for the sub menu.
   
5. Select the Model (if available for the selected module) from the dropdown list.
   
6. Select the relevant View (if available for the module/model) from the dropdown list.
   
   
   
   
7. Click Add Sub Menu to add more submenus to the group menu.
   
   
   
   
8. Click Save.
   

Rearranging Navigation Menus  

1. Click the Visualize tab in the Developer Application.
   
2. Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
   
3. Select the menu you want to edit from the Available Menus list. The menu structure is displayed in the right pane.
   
4. Click Actions > Rearrange Menu option from the dropdown list.
   
5. Click the vertical ellipse buttons on the menu item. 
   
6. Drag & drop to move the menu items.
   

Deleting Navigation Menus 

1. Click the Visualize tab in the Developer Application.
   
2. Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
   
3. Select the menu you want to edit from the Available Menus list. The menu structure is displayed in the right pane.
   
4. Click on Actions > Delete Navigation Menu option in the right. The Delete confirmation screen is displayed.
   
   
   
   
5. Click Delete Navigation Menu to proceed.