Menu

After a process was defined and structured into a group of activities, each activity is associated to an administrative role.

To run such activities, any authorized user (thus, any user with a specific administrative role) have to access to a front end web that support the execution of this set of activities.

The Menu operation allows you to associate, to each administrative role, a group of activities associated with that role.

This menu is interpreted by the page constructor engine of Process Designer to assemble the front end graphic that will support each user in the management of the different activities (Access Request module).

Consider a process called P1, which is composed by the activities GEN1, AUTH1, EXE1.

Similarly, we can have a process called P2, made up of: GEN2, AUTH2, EXE2.

Assume that you have associated the activities AUTH 1 and AUTH 2 to an administrative role ADMIN_ROLE_1.

If the user Mike Brown has the role ADMIN_ROLE_1, the front end web shows to him the activities AUTH 1 and AUTH 2.

Note: The following indications can be implemented only for the processes that are found in the offline or maintenance status.

On the left tab Process you find the list of all registered process.

Click Filter/Hide Filter and enter the filter data, then click Search.

After selecting a process, in the right tab Menu are available two combo box, Roles and Activities.

In the Roles combo box are listed all administrative roles involved in the process previously selected.

Selecting one of listed roles, a tree structure is shown where the root is the role selected and the leafs (only one level) are the activities associated to that role.

The list of leafs can display more than one instance of the same activity. This is because you can have several processes, with activities that have the same name, associated to the selected role.

In the Activities combo box are listed all the activities involved in the process selected.

Selecting one of listed activities, in the tree on the left is highlighted the instance involved in the process previously selected (other instances possibly present are related to other processes).

If the activity selected is not present, you can add it to the hierarchy with the Add button.

At the bottom side of the Menu tab you can run one or more of the following actions:

  • Click Localize to localize the label of a selected node.
  • Click Move Up/Move Down to reposition a selected node.
  • Click Remove to delete a selected node.
  • Click Save to validate any sequence of previous actions.

In addition, selecting one activity, through a mouse right-click button, a service menu opens with some functions already indicated above (Move Up/Down and Localize).

Through the function Details, the Details pop-up shows data related to the activity.

If you want to hide one or more activities, tick the check box Menu Link Disabled, changing from green to gray the selection color of the activity.