QBO3: Main Menu

posted Feb 27, 2014, 2:18 PM by Kevin Cassidy

The QBO3 main menu can be edited through the front-end which allows for a more customized experience. The main menu is stored as XML in the ConfigurationEntry table within the record that has ConfigurationKey = 'Main Menu'. The XML consists of nested "Menu" nodes with attributes that drive the look and feel.

Attributes:

  • Text - Text to be displayed by the menu item
  • URL - System URL of the menu item
  • Permission - SystemFunction required by a user in order to view menu item
  • Parent - Text attribute of immediate parent node
  • Icon - Icon displayed to the left of the menu item
  • Type - Type of menu item being rendered
  • Class - Drives look and feel of menu item

Prerequisites:

  • User must have permissions to the SystemFunction "SystemConfiguration"

Editing the main menu:

  • Click the edit icon found in the main menu to refresh the main menu in edit mode
  • Use the "New" links to add menus, sub-menus, links, and dividers
  • "Permission" relates to the SystemFunction required to view an option in the menu
  • "Icon" relates to the image that is displayed next to a sub-menu or link
  • Click the save icon found in the main menu to refresh the main menu in view mode

Deleting from the main menu:

  • Click the edit icon found in the main menu to refresh the main menu in edit mode
  • Use the "-" icon links to remove menus, sub-menus, links, and dividers
  • Click the save icon found in the main menu to refresh the main menu in view mode

Relocating an item within the main menu:

  • Click the edit icon found in the main menu to refresh the main menu in edit mode
  • Click and drag any menu, sub-menu, link, or divider within the relative menu to position as desired
  • Click and drag any menu, sub-menu, or link to position as desired within another menu or sub-menu
  • Click the save icon found in the main menu to refresh the main menu in view mode
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