erwin Evolve 2020.2.1 - User Guide

Working with Menus

Working with Menus

Create and Edit a Menu

Create and Edit a Menu

The Menu appears on the left-hand side of your Evolve web pages and links to pages you have created in your Site.

However, you must add the links in the menu yourself, giving you full control over how they are displayed and in what order the menu items appear.

You can add menu links to the following items:

•Index Pages.

•Create Object pages (Dynamic Sites only) - Object Pages that allow users to create new objects.

•Administration Pages (Dynamic Sites only) - either for viewing administration data such as Roles, Questionnaires and so on, or as Create Object pages to allow users to create new objects of these types.

Menu levels

The Menu in Evolve is structured so that there are top-level menu items each with one or more sub-menu items.

Top-level menu items cannot be configured to link to individual pages, only sub-menu items can link to actual pages. Therefore you should think of the top-level menu items more as groups of sub-menu links.

You can also add sub-menu groups, which contain sub-menu links. In fact, you can create multiple levels of nested menus using this method.

What do you want to do?

Add a new top-level menu item

To add a new top-level menu item:

          1. In Evolve Designer's Layout pane, right-click the Menu node.

          2. From the pop-up menu, choose Add Menu Link.

          A new node titled "Menu Link" is created beneath the Menu node.

          3. Select the new Menu Link node

          4. Enter a title for the Menu Link using the Node Name field

This is the name of the top-level menu item as it appears in the web pages.

Set an icon for a menu item

To add icons to display next to menu items:

1.In Evolve Designer's Layout pane, click the Menu node to display the menu links within it

2.Select the Menu Item you wish to set an icon for

3.Select the Icon Library, IconColor and Icon for the menu item.

4.Save your Site.

Add a link to an Evolve page

To add a menu link to an Evolve page:

          1. Right-click the menu node you want to add the menu link to.

          2. Add your link:

•To add a link to an Index Page, choose Add Index Page Link > Custom Pages > and select the Index Page you want the sub-menu item to link to.

•To add a link to a Create Object page to allow a user to create an Object in your model, choose Add Create Object Page > Custom Pages > and select the Object Page you want to link to.

A new sub-node is created representing the sub-menu item that will appear in that menu group.

          3. Select the new sub-node.

          4. Use the Node Name field to enter the name of the sub-menu item as it will appear in the web pages.

          5. Save your Site.

Add a sub-menu group node

To add a sub-menu group node:

          1. In Evolve Designer's Layout pane, expand the Menu node.

          `2. Right-click the menu item you want to add the sub-menu group to.

          3. From the pop-up menu, choose Add Menu Link

          A new node titled 'Menu Link' is created beneath the selected node

          4. Select the new Menu Link node.

          5. Enter a title for the Menu Link using the Node Name field.

          This is the name of the menu item as it appears in the web pages.

          You can now add sub-menu links to this new node.

Add a link to an Evolve Administration Page

To add a menu link to an Evolve Administration Page:

          1. Right-click the menu node you want to add the menu link to.

          2. Add your link:

•To add a link to an Administration Index Page, choose Add Index Page Link > Standard Pages > and select the Administration Page you want the sub-menu item to link to.

•To add a link to an Administration Create Object page to allow a user to create an administration object, such as a Role or Question, choose Add Create Object Page > Standard Pages >and select the page you want to link to.

A new sub-node is created representing the sub-menu item that will appear in that menu group.

          3. Select the new sub-node.

          4. Use the Node Name field to enter the name of the sub-menu item as it will appear in the web pages.

          5. Save your Site.

Change the order of the top-level menu

The order of the top-level menu can be changed by selecting and dragging the top-level menu nodes and dropping them on main Menu node.

When you drag a node and drop it to the main Menu node, that node is then placed at the bottom of the list.

To create the order you want, drag and drop the top-level menu nodes until the tree is ordered accordingly.

Change the order of sub-menu items

The order of the sub-menu items can be changed by selecting and dragging the sub-menu nodes and dropping them on parent top-level menu node.

When you drag a sub-menu node and drop it to the top-level menu node, that node is then placed at the bottom of the list.

To create the order you want, drag and drop the sub-menu nodes until the tree is ordered accordingly.

Delete a top-level menu or sub-menu item

To delete a top-level menu or sub-menu item:

1.In Evolve Designer's Layout pane, expand the Menu node.

2.Select the top-level menu node or sub-menu node you want to delete.

3.Right-click and choose Delete.

The item is deleted. If you deleted a top-level menu node, all its sub-menu items are also deleted.

Publishing

Publishing

Publish your Site

Publish your Site

Evolve offers different options for publ ishing a Site. Use the table below to determine which option to use at any given time.

Menu: Home

Menu: Dynamic Deployment / Static Deployment

The following functions are duplicated on the Dynamic Deployment and Static Deployment menus, as they perform the same function and are different only in the respect of whether you are publishing a Dynamic or Static Site.