Menus tab

This tab contains a toolbar and a box with a Menu/Form tree.

Menu/Form tree

The tree represents a tree that will be displayed on the Web UI. Each node of the tree can be either a menu or a form.

A menu is an element that is used for grouping other elements. It can contain other menus and forms. You can restrict the access to a menu, this will also restrict the access to all its submenus and forms.

A form corresponds to a web form element on the Web UI that allows users to attach documents, enter data associated with the documents and send them to the process server.

A form on the Web UI contains:

A list of fields (metadata) that will be associated with the documents.
A document section in which the user can select a list of documents that will be sent to the workflow server.

The tree supports copying elements by grabbing a menu or a form and dragging it to a new location in the tree.

You can open the context menu on an element of the tree by right-clicking it. Besides the options that allow the user to manage the tree view, the context menu provides the following key options:

Option	Description
Add	This option allows adding new elements into the tree and provides the same possibilities as the Add button of the toolbar.
Save as Template	This option allows the user to save a configured form as a template. This opens the Save Form as Template dialog box. This option is available only for forms.

Toolbar

The toolbar contains the following buttons:

Name	Description
Add	Click a menu in the tree, click the Add button on the toolbar, and select one of the following items: Menu: select this item to add a new submenu to the selected menu. This opens the Menu Properties dialog box in which you can set the parameters of the new menu. Basic Form: select this item to add a new Basic form into the tree. This opens the Basic Form Settings dialog box. Send to Email Form: select this item to add a new Send to Email form into the tree. This opens the Send to Email Forms Settings dialog box. Send to Folder: select this item to add a new Send to Folder form into the tree. This opens the Send to Folder Forms Settings dialog box. Send to SharePoint: select this item to add a new Send to SharePoint form into the tree. This opens the Send to SharePoint Form Settings dialog box. From template: select this item to add a new form from template. This opens the Create Form from Template dialog box. For more information on available forms, see Forms. The Add button is disabled if the selected item is a form because only menus can contain forms.
Edit	Select a form or a menu and click this button to edit it. This opens the dialog box with the settings of the selected item.
Remove	Select a form or a menu in the tree and click this button to remove the selected item. When you remove a menu, all its sub forms and sub menus will be removed as well.

Name

Description

Add

Click a menu in the tree, click the Add button on the toolbar, and select one of the following items:

Menu: select this item to add a new submenu to the selected menu. This opens the Menu Properties dialog box in which you can set the parameters of the new menu.
Basic Form: select this item to add a new Basic form into the tree. This opens the Basic Form Settings dialog box.
Send to Email Form: select this item to add a new Send to Email form into the tree. This opens the Send to Email Forms Settings dialog box.
Send to Folder: select this item to add a new Send to Folder form into the tree. This opens the Send to Folder Forms Settings dialog box.
Send to SharePoint: select this item to add a new Send to SharePoint form into the tree. This opens the Send to SharePoint Form Settings dialog box.
From template: select this item to add a new form from template. This opens the Create Form from Template dialog box.

For more information on available forms, see Forms.

The Add button is disabled if the selected item is a form because only menus can contain forms.

Edit

Select a form or a menu and click this button to edit it. This opens the dialog box with the settings of the selected item.

Remove

Select a form or a menu in the tree and click this button to remove the selected item.

When you remove a menu, all its sub forms and sub menus will be removed as well.