Menu Design Best Practices

Consider the following best practices and considerations when designing custom menus for your business stakeholders.

Menu Design Considerations

Consider the following when designing custom menus. When configuring a menu, ensure that your business stakeholders have access to each link's location. For example, ensure that business stakeholders have appropriate user and/or group permissions that allow them to access to destinations. Many of the following considerations also pertain to configuring which URL to redirect a user or members of a group when they next log on.

Generally, when a user cannot access a ProcessMaker location or asset, ProcessMaker Platform displays Unauthorized to that user.

Link to Start a Request

Ensure that each user that may access the link that starts a Process's Request is configured from a Start Event element to start a Request from its Process.

See Locate the URL to Start a Request.

Link to a Collection

Ensure that all users/group members that use the menu or redirect to a Collection have the following:

• Collection permissions, as configured from a user's account or a group

• Access to at least view the records in that Collection, either as individual users or as group members

See Locate a Collection's URL.

Link to a Saved Search

Ensure that all users/group members that use the menu or redirect to a Saved Search have been shared the Saved Search.

See Locate a Saved Search's URL.

Related Topics

What is a Menu?View MenusCreate a MenuLocate the URL for ProcessMaker Platform LocationsCreate a Link for a MenuEdit a Link for a MenuDelete a Link from a MenuSort the Order of Links in a MenuDelete a MenuConfigure a Custom Home Page and/or a MenuWhat is a User?What is a Group?What is a Saved Search?What is a Collection?Dynamic UI PackageWeb Entry Package

What is a Package?