Menus & Process menus


Add a Menu                                         Add a new menu tab 

Processmeny                                       Change a menu tab   

To view and change a menu             Take away a menu tab

Tab: Change Menu                             Tab: external pages

Tab: Preview Menu                             Flik: Menu administrator    


In your organization, you can choose whether you want to use one or more menus. A menu is a collection of Views, Report and Dashboards. The example below shows a Process menu.

If you have a limited number of views and reports, a menu may suffice (this set does not display a menu Selector) but if you want to structure the work in different areas, you can distribute the contents of several custom Menus. For example, one for the business plan, one for internal control or one for work on your comparison service.

In the settings for menus, you can make overall settings and both specific settings for individual menus.

The flag in the image on the right shows which menu was selected before the administration was Opened.

In order for you to get a good workflow for your employees in the tool we recommend that you discuss the set of new menus and changes of menus in the planning version with your Stratsys consult. 

Add a new menu
To add a new menu, click on the button Add Located at the bottom of the list of existing Menus. Give the new menu a Name and click the button Save.

Process menus

In a process menu, you can control which version users will get to when they click a menu tab (this applies to both the main tabs and submenu tabs). This can make it easier for unsupported users who otherwise risk making changes to the wrong version when planning work is Active.

Enabling process appearance for a menu means that the menu tabs have a pilutseende that allows you to more easily visualize a process in the menu for Users.

After you enable the process appearance in the menu, you can also control whether the first and last tab should have process appearance or not.

To view and change a menu
To view or change an existing menu, click Wrench to the left of the menu Name. The menu page itself has two main tabs Change the menu -and Menu Preview .
Tab: Change Menu
Menus are built in tree structures where you set up menu tabs at different levels (submenus). You use parts that you or someone else created previously in the Tool. For example, the Is Views, Report or Dashboards. You can choose whether the menu should use Standard view or process Appearance.



Under User groups Set who should have the right to see a special MENU.

Use process appearance
Select whether or not to display the menu with process Appearance. This article chain explains menus that do not have process appearance. See Processmeny For further Information.

 Restrict visibility to related permission sets
The functionality is used to control so that users in certain menus can only choose between selected departments in the Department Selector. The permission sets that are selected for the menu determine which departments will be available in the organization Selector. Users who have permissions that provide access to all departments will as usual see all departments in the Department Selector. Users who have a permission, such as just giving access to my and the underlying department, only have the option to select from these in the Department Selector.

Menu structure
Here you can see all the content that the menu has right now. Click on current content to see its respective settings.

Renaming a menu
To rename the menu itself, click the top option in the list under Menu structure (in The example above Internal control), Type a new name, and then click OK.

If a menu is visible only in the current or planning version, it is displayed using the icons BELOW.

Tab: Preview Menu

You can compare how the menu looks in the current version and how it will look in the planning Version. therefore, you do not make any changes.

Obs! This mode is specially designed for standard Menus. If you preview a process menu, the current version and the planning version will always look the same when the menu tabs instead listen to their respective settings for whether or not to switch to a different Version.

Remove a menu

To delete a menu, click  Dust bin To the right of the menu Name. To confirm the deletion, click OK In the box that Opens.

Copy a menu

Click on the button Copy a menu. Select the menu to copy and Rename. Confirm by clicking the button Copy.

Add a new menu tab
To add a menu tab, click Add At the location in the structure where you want the new menu tab.

Dialogrutan Add menu tab Opens. There you can choose from all available materials. You can choose From:

You may also choose in which versions the menu tab should appear if the menu tab is not subordinate to another menu tab that already controls the Version. Finish by clicking OK To confirm your Selection.

Change a menu tab

Click an existing menu tab to enter edit Mode.

Move Menu Tab
Within the same level you can set how different menu tabs are sorted, you can also drag and drop menus to the desired position within the menu Structure.

Remove Menu tab from the menu
To delete the menu tab, click on the button Remove Menu tab from the menu.

Select/clear the check boxes Show in current version Respective Show in planning version. If the menu you are editing is a process menu, the options Automatically switch to current version, Automatically switch to planning version And Change version manually using version buttons.

For Information about other settings, 

Obs! If the menu tab you are modifying is subordinate to a menu tab that is already changing to a selected version, this option is not visible.

Confirm your selections by clicking on the button OK.

Take away a menu tab

Click on the content you want to delete from the menu (in Menystrukturen) and select Remove Menu tab from the menu.

Rename Menu Tabs

Click on the button Rename Menu Tabs. A new page Opens. In the Drop-down list Select Menu tab , select the tab you want to Rename. Then enter the name you want the tab to have in the text box Enter the new Name. Confirm by clicking the button Save.

Unit-specific Name
Here you can choose a menu tab to have a different name for certain departments in Organizations. For example, a menu tab named "management plan" on one level is called "business plan" on Another.


  1. Click on the button Add
  2. Select the menu tab to which you want to give a avdelningsspecifikt name.
  3. Select the department to be given a avdelningsspecifikt Name. Click the check box if the name change should also apply to the underlying Departments.
  4. Enter the new Name.
  5. Click on the button Save.

Tab: external pages

Click on the tab External pages. Here you can enter the Ev. External Web pages that you want to be able to view via menu tabs in the System.


  1. At the bottom of the table, enter a Name That you want the external Web page to be called on the System. For example, the name will appear in menus that have the page Added.
  2. In the column URL , enter the full web address of the external Web Page.
  3. Source system refers to Ev. Integrations you use against other Systems. See your consultant for questions about This. If you do not know that the page is referring to another system, you can skip this field.
  4. The icons shown are the same icons that you set as your Keyword icons.
  5. By selecting the check box Add to current Menu , the external Web page appears in the current menu immediately after Saving.

External Web pages can also be placed in different menus, and the management of this is done in the usual menu Administration. 

Obs! If you're using Internet Explorer, you may encounter a security warning when you click the New tab in the MENU. Talk to your internal IT support team for help turning this off.

Change an external page
Click directly on the one you want to change and enter the new name, url, and Save. You can change all the fields in retrospect except Add to current Menu. See information above on how to add an external page to a menu afterwards.

Remove an external page
Point to the external page, click Dust bin To the right of the current external page and click Shoot.

Dynamic parameters
Dynamic parameters can be used for the links to be customized according to the selected Context. Supported parameters are as Follows:

For external codes:

For other parameters:


  • All Paramatrerar are case-insensitive
  • External code parameters fall back on an empty string if there are no external codes

Contact your consultant if you have further questions about This.

Flik: Menu Administrator

Here you can specify that users who do not have administrative privileges should be allowed to administer only menus.