Introduction

The Global Navigation Bar menus include the Launchpad, My cases menu, and Help menu.

• Launchpad: use the launchpad menu to create work items or activities and to access the Modeller and admin functions. 
• My cases: access bookmarked work or work where you have an important role, here.
• Help menu: access the Knowledge Base or other configured elements with this menu.

These menus are configured with ShareDo core elements out-of-the-box but can be further customised to suit your needs.

Use the information in this article to learn how to configure these menus.

Global Menu Editor

Access the Global Menu Editor by clicking Launchpad > Open Modeller, and in the Modeller left-hand menu, click Forms and views > Menu editor.

To make changes to the top-level navigation, select Override on the Top nav level. You can add categories, commands, or providers to the menu or to items already on the menu, and you can also edit or delete existing menu options.

• Category: a top-level container for holding other categories, commands, or providers.
• Command: an action, like creating a work item of a specific type.
• Provider: creates menu options for each item of the type of provider selected. For example, the Available service portfolios provider creates a menu option for each service portfolio defined in the Modeller. Another example, the Creatable work items provider (configured in Core Case - Add Create to Standard Menus Global Feature) creates a menu option for each creatable work item type. You can configure the provider list to include or exclude individual types.

You can edit the configuration and restrict access by using the Display business rules for each menu option.

Launchpad

The launchpad contains (depending on your implementation) the Onboarding, Admin, and Create Activity categories.

My cases

The My cases menu shows your bookmarks and cases you have an important role in.

Categories	Description
Bookmarks	This category contains the My bookmarks listing provider, which renders links to work items the user bookmarked.
Cases	The My cases menu also contains the My cases listing provider, which shows a configurable list of work items the user owns. Use the Provider - Search and Provider - Output nav bars to configure what is shown in the My cases menu.

Help

By default, the Help menu contains the Help and support links provider, which is configured using the Help Menu global feature. Access the Help Menu global feature by clicking Launchpad > Modeller > Global Features. Configure your support contact information, Knowledge Base articles URL etc., here.

More (burger) menu

You will find the More Options menu, often referred to as the burger menu, throughout ShareDo:

Items in this menu offer you more options based on what you are currently busy with. For example, these items may allow you to perform actions like opening the current work or setting a task's priority. 

In this article, you will learn how to configure the work item and blade ribbon menu options for a work type.

Grant Role Permissions

Your first step is to grant role permissions for a work type. This links the permissions of a team or user to this work item. 

Certain menu items, like the Create Task item, require specific permissions. For example, the Update permission is required for a user to create a new task for the sharedo. So, if the Update role permission is not granted to the user (or team), the Create Task menu item will not show for that user (or team). There are exceptions to this, for more information, see the Grant Role Permissions for a Work Type article. 

Configure Ribbon Menu Options

Once role permissions are configured, you can configure the menu options that appear on the work item portal and blade ribbons and permissions to specific menu options.

Configure menus using the Menu designer in the left-hand menu of a work type. To get to the Menu designer, open Modeller, then open the work type whose menus you want to configure. The Menu designer is near the bottom of the left-hand menu.

To make changes to the entire ribbon, select Override on the ribbon's top level. You can also configure menu options by overriding them individually. You can add categories, commands, or providers to the ribbon or to items already in the ribbon. You can also edit or delete existing menu options.

For example, in the image above, you can see a new command (titled Task List Menu) has been added to the primary action section of the blade ribbon. The result can be seen in the Blade ribbon menu image below. In this case, the command used was Open list view blade which opens a list view you choose in a new blade. See this link for information on the command: Open list view blade.

Editor Options

• Category: A top-level container for holding other categories, commands, or providers.
• Command: An action, like creating a work item of a specific type.
• Provider: Creates menu options for each item of the type of provider selected. For example, the Creatable work items provider (configured in Core Case - Create from Menu Global Feature) creates a menu option for each creatable work item type that can be created as a child of the current context. You can configure the provider list to include or exclude individual types.

Display configuration using rules

For ShareDo v7.7 and later, the Display rule section replaces the Filter sections of previous versions. For more information on Business Rules, see the articles in the Business Rules Category in the Knowledge Base.

When adding/editing menu commands, you can use the rules canvas in the Display section of the blade to select existing rules (or create new rules) to determine whether or not the menu command is shown.

When you're finished, be sure to save your menu configurations using the Save button and force reload of all configuration with the recycle icon at the bottom left of the browser window.

Review

In this article, you learned how to configure menu options that appear on the work item portal and blade ribbons. You learned how to add categories, commands, and providers and how to restrict access to menu options using filters.

There are 2 Global Features in Core Cases that are used to set the menu items enabled on the Creatable Work Items provider, used to configure the menus.

Create from Menu

Core Case - Create from Menu Global Feature

This global feature is a subfeature of the Core Case global feature.  

This feature is used to identify what options are available on the Create menu as default.  The Creatable Work Items provider uses these options, which is used when you are Configuring Menus for Work Type and Work Item Blade Ribbons .

The Create menu displays the work types enabled in this feature that can be created as a child in context of where the user is.

Add/Remove Work Types on the Create from Menu

1. Modeller > Global Features > Case > Core Case 
   
2. Click the Cog icon to configure.
3. In the Subfeatures aspect click the arrow next to Create from menu.

4. Tick Enabled on work types to add this to the Create menu. The work types display dependent on the configuration of the work type itself and the context of where the user is.
5. To remove an item from the the Create menu, untick Enabled.
6. Close the blade and Save.

 

 

 

 

Add Create to Standard Menus

Core Case - Add Create to Standard Menus Global Feature

This global feature is a subfeature of the Core Case global feature.  

This feature is used to identify what options are available on the standard (non-overridden) menus such as Launchpad.  The Creatable Work Items provider uses these options, which is used when you are Configuring the Global Navigation Bar menus.

The Create menu displays the work types enabled in this feature that can be created from the menu such as Launchpad. 

Before you can enable work types here, they must already be enabled on the Create from menu.

 

Add/Remove Work Types on Standard Menus

1. Modeller > Global Features > Case > Core Case 
   
2. Click the Cog icon to configure.
3. In the Subfeatures aspect click the arrow next to Add create to standard menus.

4. Tick Enabled on work types to add as create options on standard menus.  The work types display dependent on the configuration of the menu and the work type itself.
5. To remove an item from the a menu, untick Enabled.
6. Close the blade and Save.

 

 

Portals are useful for managing different tasks, but they could be even better with some customisation. Imagine being able to add a ribbon with your own commands, like "invoke service portfolio" on "mysite," or a panel with quick buttons like "manage participants" on a matter portal. This would make it easier to get things done quickly without navigating through multiple menus.

Custom Menu Panel and Ribbon

To solve this, we're introducing two new widgets: the Custom Menu Ribbon and the Custom Menu Panel. These widgets let you add and customise menu commands directly on your portals. You’ll be able to use the same system that powers other menus and custom actions, making it easy to set up.

• Custom Menu Ribbon: Perfect for adding a ribbon with custom commands to a general portal.
• Custom Menu Panel: Great for adding a panel with quick action buttons on specific portals related to work items.

The commands you can choose from will depend on where you're adding them:

• On a global portal, you’ll see commands that fit into global menus—nothing that needs a work item context.
• On a work item portal, you get a wider selection, including both global commands and those specific to work items, like "manage participants."

Custom Menu Ribbon

The Custom Menu Ribbon widget lets you add a custom ribbon with specific commands. Here’s how you set it up:

• Title, Icon, and Subtitle: Choose a title, icon, and subtitle that fits your portal's style.
• Adding Commands: Use the standard menu editor to pick and add the commands, providers, and categories you want.
• Rendering: Once you’re done, the ribbon appears as a standard ribbon in your portal, with all the commands available.

This makes adding a custom ribbon to your portal easy so that users can access their favourite commands quickly.

Custom Menu Panel

The Custom Menu Panel widget is more flexible and perfect for work item portals. Here’s how you set it up:

• Header and Footer: You can add text or images at the top (header) and bottom (footer) using rich text editors.
• Sections: Add sections before and after the header and footer for more commands or content.
  • Optional Button Colours: You can even change the button colours to match your portal’s look or the importance of the actions.
  • Adding Commands: Like the ribbon, you can add commands using the standard menu editor, but this time without providers or categories.
• Rendering:
  • The panel shows up as a widget in your portal.
  • If a section has no options (maybe because of security settings), it won’t show up, keeping things tidy.
  • If a section has one or more options, it will display:
    • Before RTE (any content you added before)
    • Buttons for each command, styled with icons, titles, and your chosen colours.
    • After RTE (any content you added after)
  • The footer appears at the bottom, wrapping things up.

This widget is perfect for adding quick access buttons to work item portals, where you need to quickly access certain actions.

Review

The Custom Menu Ribbon and Custom Menu Panel widgets make it easy to customise your portals with the commands you need. Whether you’re working on a global portal or something more specific to work items, these widgets let you put the proper commands right where you need them, saving you time and effort.

The following menu commands can be used to add items to menus.

When you are configuring your menus you may configure a launchpad style menu that can have multiple columns. If you have particularly large amounts of data in these it can cause the menu to go off the edge of the page at lower resolution.

To address this you can go to the menu editor and change the menu to single column.

1. Navigate to your work type and go to menu editor.

2. Select the menu category you want to change and edit the setting to indicate one column