On this tab you can configure the list of menus and forms that will be displayed on the Web UI.
This tab contains a toolbar and a box with a Menu/Form tree.
The tree represents a tree that will be displayed on the Web UI. Each node of the tree can be either a menu or a form.
A menu is an element that is used for grouping other elements. It can contain other menus and forms. You can restrict the access to a menu, this will also restrict the access to all its submenus and forms.
A form corresponds to a web form element on the Web UI that allows users to attach documents, enter data associated with the documents and send them to the process server.
A form on the Web UI contains:
- A list of fields (metadata) that will be associated with the documents.
- A document section in which the user can select a list of documents that will be sent to the workflow server.
The tree supports copying elements by grabbing a menu or a form and dragging it to a new location in the tree.
You can open the context menu on an element of the tree by right-clicking it. Besides the options that allow the user to manage the tree view, the context menu provides the following key options:
|Add||This option allows adding new elements into the tree and provides the same possibilities as the Add button of the toolbar.|
|Save as Template||This option allows the user to save a configured form as a template.
This opens the Save Form as Template dialog box.
This option is available only for forms.
The toolbar contains the following buttons:
Click a menu in the tree, click the Add button on the toolbar, and select one of the following items:
For more information on available forms, see Forms.
Note: The Add button is disabled if the selected item is a form because only menus can contain forms.
|Edit||Select a form or a menu and click this button to edit it. This opens the dialog box with the settings of the selected item.|
|Remove||Select a form or a menu in the tree and click this button to remove the selected item.
Note: When you remove a menu, all its sub forms and sub menus will be removed as well.