Custom Menus

Administration Module

Overview

To create custom menus in the Administration Module, you must create and modify an XML file called admin.xml in the CustomMenu folder located in the \wwwroot\wfgen\App_Data\customMenus folder.

These custom menus will then be available as extra menu options in the Administration Module. WorkflowGen supports two levels of custom menu items.

Menu items can be secured by user profile.

XML content

Menu item/node properties

Parameter	Description
Title	Specifies the title of the node The title of the menuItem node will be the name used for the menu item on the Administration Module home page.
Profile	Specifies if the link will be visible to users with an Administrator or User profile Possible values: user or admin ✏️ Note: If user is specified, it does not grant access to all users but only to those that have access to the Administration Module (for example, folder managers).
URL	Specifies the URL to add as a custom link 📌 Example: http://www.workflowgen.com/
Description	Specifies a description for the custom link. 📌 Example: Visit the WorkflowGen website!
Target	Specifies if the custom link will be opened within the WorkflowGen page (default) or in a new browser Possible values: "" (default) or _new
showInHomepage	Specifies if the custom link will be displayed in the new menu item only or also on the Administration Module home page (default) Possible values: true (default) or false
Icon	Specifies the path to a custom icon to be displayed instead of the default circular arrow icon

Images

You can also use images in a custom theme. To do this, create a new Theme package for WorkflowGen and direct the icon path to its location in the \wfgen\App_Themes\MYTHEME\admin\images folder.

The default path is \wfgen\App_Themes\Default\admin\images. You can also add your custom images to this folder and use them from the Default theme folder (see the example below).

Sample admin.xml file

<?xml version="1.0" encoding="utf-8" ?>
<menu>
    <menuItem title="My links..." profile="user">
        <menuItem title="Advantys" url="http://www.advantys.com/" target="_new" description="Advantys Web Site" profile="user" showInHomepage="true"  />
        <menuItem title="WorkflowGen" url="http://www.workflowgen.com/" target="" description="WorkflowGen Web Site" profile="admin" icon="myicon.gif" showInHomepage="false"  />
    </menuItem>
</menu>

User Portal

Overview

To create custom menus in the User Portal, you must create and modify an XML file called portal.xml in the CustomMenu folder located in the \wwwroot\wfgen\App_Data\customMenus folder.

These custom menus will then be available as extra Menu options on the User Portal home page.

Menu items can be secured by user profile.

XML content

Menu item/node properties

Parameter	Description
Title	Specifies the title of the node The title of the menuItem node will be the name used for the menu item on the User Portal home page.
Profile	Specifies if the link will be visible to users with a User, Supervisor, Manager, or Administrator profile Possible values: user supervisor manager admin
URL	Specifies the URL to add as a custom link 📌 Example: http://www.workflowgen.com/
Description	Specifies a description for the custom link. 📌 Example: Visit the WorkflowGen website!
Target	Specifies if the custom link will be opened within the WorkflowGen page (default) or in a new browser Possible values: "" (default) or _new
Icon	Specifies the path to a custom icon to be displayed instead of the default "Earth" icon

Images

You can also use images in a custom theme. To do this, create a new Theme package for WorkflowGen and direct the icon path to its location in the \wfgen\App_Themes\MYTHEME\portal\images folder .

The default path is \wfgen\App_Themes\Default\portal\images. You can also add your custom images to this folder and use them from the Default theme folder (see the example below).

Sample portal.xml file

<?xml version="1.0" encoding="utf-8" ?>
<menu>
    <menuItem title="WorkflowGen Resource Center" profile="user" url="http://www.workflowgen.com/resources" description="Open the WorkflowGen Resource Center web site" target="_new" icon="" />  
    <menuItem title="WorkflowGen" profile="supervisor" url="http://www.workflowgen.com/" description="Open the WorkflowGen website" target="_blank" icon="" />  
    <menuItem title="Advantys" profile="manager" url="http://www.advantys.com/" description="Open the Advantys web site" target="_self" icon="" />  
    <menuItem title="Google Search" profile="admin" url="http://www.google.com/" description="Open Google Search" target="_parent" icon="search_l.gif" />  
    <menuItem title="Yahoo!" profile="user" url="http://www.yahoo.com/" description="Open the Yahoo! website" target="_top" icon="" />  
    <menuItem title="New Leave Application" profile="user" url="/wfgen/show.aspx?QUERY=START&amp;P=LEAVE_APPLICATION" description="Launch a new leave application" target="_new" icon="http://dev4/wfgen/App_Themes/Default/portal/images/request_followup_form_l.gif" />
</menu>