Menu Admin – Rename and Editing options

Menu Admin – Rename and Editing options


Introduction

In printIQ all main menu and sub menu titles can be edited and renamed by users with access to the ‘Menu’ page. 
These are global changes and will be updated for all users.

To make changes, go to ‘Admin’ > ‘Menu’:



To change a main menu title, click on it, and an edit ‘pencil’ icon will display above it:



Click the edit icon and an ‘Edit Tab’ modal will display. Edit or change the default name and click 'Save & Close':



Users have the ability to edit the current settings under each menu option: 

Reports




Production



Hide Menu Items

In this example we want to hide the option ‘Request For Quote’ from the list:



Click the ‘Pencil’ icon above ‘Create Order’ to open the options dropdown list and click the other ‘Pencil’ icon to the left of the ‘Request For Quote’ menu item:



Under the ‘Visibility’ section, untick the ‘Active’ checkbox:



Once you refresh the screen the option will no longer be available:



You can also disable menu items or set them to visible or invisible to different user types or roles:



Renaming Menu Items

In this example we will change the naming of one of the quoting options.
Currently named ‘Simplified Product’ with a description of ‘Order from predefined products’:



We want to rename to ‘Quick Quotes’ with a description of ‘Order from a selection of our Catalogue Products’.
Click the Edit button next to ‘Simplified Product to open the ‘Edit Page’ modal:



Change the ‘Name’ and ‘Description’ fields:




Click ‘Save and Close’ and then refresh the page. The option is now renamed:



Info
The renaming of quote options in the shopping cart is separate from the above example. To change these to match go to Admin/ Customise/Settings and select ‘Shopping Cart’ from the dropdown list.



Tags

‘Tags’ allow you to add keywords to menu options. 
When the tag is entered into the search field, that page will be returned as a search result:



To search for the Awaiting Invoice screen, click the ‘eyeglass’ icon in the menu and enter the word ‘Accounts’. Awaiting Invoice screen will be included in your search results:



Expressions

Expressions are an ‘IQ Admin’ only viewable section that allows advanced filtering of access:



A menu expression is used to give some custom logic for when the item is visible:

In some cases, we want an URL that can only be accessed by a "user" with certain criteria.
Expression is an extra check that can hide an item if the result is false. Below for available variables that we can check with Expression logic:
  1. username - Current UserName
  2. email -  current users's email
  3. roles - List of Roles assigned to current user
  4. url - current page url
  5. customer - is the current customer a customer (boolean)
  6. staff - is the current user staff (boolean)
  7. supplier - is the current user a supplier (boolean)
There are also two functions for getting printIQ setting values:
  1. BooleanSetting - Get an on/off setting value
  2. StringSetting - Get a string setting value

Some examples:
  1. // Show the item only to users with a printiq.com email that are staff 
  2. staff And email.Contains("printiq.com")
  3. // Only show to users with the "Factory Admin" role
  4. roles.Contains("Factory Admin")
  5. // Only show to Staff and only if new freight is enabled
  6. staff And BooleanSetting("Freight_UseNewFreight")

Warning
The variables aren't case sensitive  Email and email would both work but the string object is case sensitive. Example breakdown: 
staff And email.Contains("printiq.com")
staff And email = Variables ( not case sensitive)
.Contains = .net string object and functions
("printiq.com") = Object string

Example: 
Company ABC requires all factory staff have to "clock in" online via a web portal. But this rule only applies to users with "Factory Staff" role. Hence, we can add an expression rules like so:



Groups

You can ‘Add Group’ to separate out options within the one menu:



You can then select what ‘Group’ the option is to display under:





You can ‘Drag & Drop’ items to rearrange their order or move them from one group to another.

Favourites

When using the ‘Search’ field on the menu bar, you can see a ‘star’ icon next to the page names:



Clicking the ‘star’ saves the page as one of your ‘Favourites’.  These can then be quickly accessed via the ‘Star’ in the main menu:



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