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erwin Evolve 2023.1.0 - Installation Guide

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.

  1. Select the new Menu Link node

  2. 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 LibraryIconColor and Icon for the menu item.

  4. Save your Site.

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Custom Icons can ONLY be added to Index Pages and Object Pages, but not top level menu items.

Add a link to an Evolve page

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You can add menu links to Index Pages and Object Create pages which allow users to create new objects.

You add a menu link to a page by creating a new sub-menu item for an existing top-level menu item or sub-menu group item.

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 thatwill appear in that menu group.

  1. Select the new sub-node.

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

  3. Save your Site.

Add a sub-menu group node

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Sub-menu group nodes are used to create multiple menu levels. You can add one to a top-level menu, or to any existing menu item. Like top-level menu items, sub-menu group nodes do not link to a page, instead they are used to contain or group one or more sub-menu links.

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

  1. Select the new Menu Link node.

  2. 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

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You can add menu links to built-in pages to view administration data, such as Roles, Questionnaires and so on, as well as to Object Create pages which allow users to create new Objects.

You add a menu link to a page by creating a new sub-menu item for an existing top-level menu item or sub-menu group item.

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.

  1. Select the new sub-node.

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

  3. 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.

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