Working with Navigation Menus
Using the Navigation Menus in the Zoho IoT Application, you can effortlessly navigate to different screens from the user interface. By default, the application has the Administrator, Standard, Manager, and Developer navigation menus attached to the administrator, standard, manager, and developer profiles respectively. Additionally, you can create custom navigation menus tailored to your specific needs. These custom menus can be associated to different profiles of your choice. This association allows administrators to restrict access to modules and screens to authorized users (profiles).
All Menu operations require necessary permissions. Refer Users and Profiles document for more details.
In the End App's user interface, the navigation menu items are displayed vertically in the left pane, and they are organized as Group and Individual menus.
- 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.
- Individual menu items are standalone menu items associated to the screens directly.
These navigation menus can be customized from the developer application using the Navigation Menus option under the Visualize tab.
Every user in the application must be linked to appropriate profiles, which are then mapped to relevant menus. This ensures that, upon login, the users can view the menu items associated with their profile.
Note: Any navigation menu can be mapped to multiple profiles.
Creating Navigation Menus
The navigation menus can be created as required from the developer application using the Navigation Menus option under the Visualize tab.
The main steps in creating a navigation menu and displaying the same for an user on login are as follows:
- Create Navigation Menu.
- Map the required profiles to the new menu.
- Set the required menu as default.
1. Create Navigation Menu
To create a new navigation menu,
- Access the Developer Application.
- Click the Visualize tab.
- Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
- Click the Add Navigation Menu button on the top right corner. The New Navigation Menu addition form is displayed.
- Provide the name and description for the navigation menu.
- Select the default menu or custom menu you want to clone.
- 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.
2. Provide Access/View Privilege for Menu
The navigation menu created in the previous step must be linked to user profiles. A profile can be associated with multiple navigation menus, with one designated as the default. These access settings are managed in the Menu Customization section on the User Profile Configuration page.
To understand the profile and menu settings better, let us consider two sets of navigation menus for Technician and Supervisor respectively. Here, for users withTechnician profile, you can provide access/view privilege to all TechnicianMenu(x) menus.
Profile | Menus Associated | Default Menu |
Technician | TechnicianMenu1 | TechnicianMenu1 |
TechnicianMenu2 | ||
Supervisor | SupervisorMenu1 | SupervisorMenu1 |
SupervisorMenu2 |
All menus that must be displayed for default menu selection for a particular must be provided access.
To provide access/view privilege,
- Access the End User Application.
- Click the Setup icon to display the Setup page.
- Click the Profiles link under the USERS & CONTROLS section.
- Select relevant options to provide privileges such as Access/View, Create, Edit, or Delete.
3. Set Default Menu
Any one menu from the authorized menus for the profile can be set as the default menu. When a user with a particular profile logs in, the associated default menu will be displayed as the navigation menu in the left pane.
To set as the default menu,
- Access the End User Application.
- Click the Setup icon to display the Setup page.
- Click the User Profiles link under the USERS & CONTROLS section.
- Click on the ellipse symbol next to the profile name.
- Edit the profile and choose the required menu from the Navigation Menu drop-down list.
Editing Navigation Menus
The navigation menu or menu item can be edited as required.
To edit a navigation menu,
- Click the Visualize tab in the Developer Application.
- Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
- Select the menu you want to edit from the Available Menus list. The menu structure is displayed in the right pane.
- Click on Actions > Edit Navigation Menu option in the right. The Edit Navigation Menu form is displayed.
- Modify the required fields. The title, description, and permission values can be modified.
- Click Save to save the changes.
To edit a navigation menu item,
- Click the Visualize tab in the Developer Application.
- Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
- Select the menu you want to edit from the Available Menus list. The menu structure is displayed in the right pane.
- Hover over the menu item which needs to be modified. The Edit Menu Item icon is displayed on the right.
- Click the Menu Item icon.
- Modify the required values in the edit form.
- Edit form of Individual menu
- Edit form of Group menu
- Click Save.
Creating Navigation Menu Items
To add a menu item to a navigation menu,
- Click the Visualize tab in the Developer Application.
- Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
- Select the menu you want to edit from the Available Menus list. The menu structure is displayed in the right pane.
- 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.
To create an individual menu item,
- Select Individual in the Menu Type toggle button.
- Provide the name and icon for the menu item.
- 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
- Dashboards
- Reports
- Scheduled Reports
- Maps
Modules & Models
- Available Models
- System Defined Custom Modules. e.g. Geofence, Products, etc.
- User Defined Custom Modules
Monitoring & Control
- Monitoring Modules such as datapoints, commands, alarm rules, etc.
Inventory Management
- Product
- Manufacturer
- Vendor
For Dashboards
You can customize the menu item option to directly invoke a global or model's (overview) dashboard.
You can customize the menu item option to directly invoke a global or model's (overview) dashboard.
- Global Dashboard: You can select a dashboard from the Modules list. This dashboard will be displayed on clicking the menu item.
- Model Dashboard: You can select the model from the list. This model's overview dashboard will be displayed on clicking the menu item. Further, you can select instance level dashboard for this model and specify any criteria to filter and display a particular dashboard.
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.
To create a group menu item,
- Select Group Menu in the Menu Type toggle button.
- Provide the name and icon for the menu item.
- Select the submenu option from the dropdown list.
- Provide the name for the sub menu.
- Select the Model (if available for the selected module) from the dropdown list.
- Select the relevant View (if available for the module/model) from the dropdown list.
- Click Add Sub Menu to add more submenus to the group menu.
- Click Save.
Rearranging Navigation Menus
To rearrange a menu,
- Click the Visualize tab in the Developer Application.
- Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
- Select the menu you want to edit from the Available Menus list. The menu structure is displayed in the right pane.
- Click Actions > Rearrange Menu option from the dropdown list.
- Click the vertical ellipse buttons on the menu item.
- Drag & drop to move the menu items.
Deleting Navigation Menus
Any unassociated Navigation Menu can be deleted when not required. It is recommended to ensure that the menu may not be used in the future before deleting it.
Note: The Navigation Menu that is set as default for a profile cannot be deleted. The Navigation Menu Delete alert is displayed with the list of associated profiles.
To delete a navigation menu,
- Click the Visualize tab in the Developer Application.
- Click the Navigation Menu option in the left pane. The navigation menus available (if any) are displayed in the right.
- Select the menu you want to edit from the Available Menus list. The menu structure is displayed in the right pane.
- Click on Actions > Delete Navigation Menu option in the right. The Delete confirmation screen is displayed.
- Click Delete Navigation Menu to proceed.
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