Start free trialBook a demo
Menu
Start free trialBook a demo
UnpackData Docs

Manage Menu

Design the left-side navigation. Each menu holds categories and items.

Click Add New Menu to create one. You can edit or delete each row in place.

Build the menu tree

Opening a menu shows three panels.

  • Left panel: a tree of every category and item in the menu, with a search box and Expand All / Collapse All links. Drag to reorder; while rearranging, the other panels hide until you Save or Cancel.
  • Actions panel (middle): Add New Category, Add Child Item, Edit Details, Delete. A category can only be deleted once its children are removed.
  • Right panel: the details form for whatever is currently selected.
    • Category Details: Name, Label, Description, Save.
    • Menu Details: Name, Description, Is Sub Category, Menu Url (see below), Category, Icon, Icon Color, Tags, Open in New Window, Show as New, Save.

Pick a target with the Menu Url field

Menu Url is a searchable picker — start typing and matching items appear as you go. Placeholder text: Type a URL or search query, form, chart, dashboard, timeline…

  • Suggestions kick in from the very first character.
  • Search matches each item's name and type, so typing form shows every form, and typing Revenue shows anything called Revenue.
  • Each row shows the item's name and a colour-coded badge for its type: Query, Form, Chart, Dashboard, or Timeline.
  • Pick one and its link is filled in for you.

See also Widgets › Target URL, which uses the same picker.