In this article, you will learn how to configure the work item and blade ribbon menu options for a work type.
Grant Role Permissions
Your first step is to grant role permissions for a work type. This links the permissions of a team or user to this work item.
Certain menu items, like the Create Task item, require specific permissions. For example, the Update permission is required for a user to create a new task for the sharedo. So, if the Update role permission is not granted to the user (or team), the Create Task menu item will not show for that user (or team). There are exceptions to this, for more information, see the Grant Role Permissions for a Work Type article.
Configure Ribbon Menu Options
Once role permissions are configured, you can configure the menu options that appear on the work item portal and blade ribbons and permissions to specific menu options.
Configure menus using the Menu designer in the left-hand menu of a work type. To get to the Menu designer, open Modeller, then open the work type whose menus you want to configure. The Menu designer is near the bottom of the left-hand menu.
To make changes to the entire ribbon, select Override on the ribbon's top level. You can also configure menu options by overriding them individually. You can add categories, commands, or providers to the ribbon or to items already in the ribbon. You can also edit or delete existing menu options.
For example, in the image above, you can see a new command (titled Task List Menu) has been added to the primary action section of the blade ribbon. The result can be seen in the Blade ribbon menu image below. In this case, the command used was Open list view blade which opens a list view you choose in a new blade. See this link for information on the command: Open list view blade.
Editor Options
- Category: A top-level container for holding other categories, commands, or providers.
- Command: An action, like creating a work item of a specific type.
- Provider: Creates menu options for each item of the type of provider selected. For example, the Creatable work items provider creates a menu option for each creatable work item type that can be created as a child of the current context. You can configure the provider list to include or exclude individual types.
Display configuration using rules
For ShareDo v7.7 and later, the Display rule section replaces the Filter sections of previous versions. For more information on Business Rules, see the articles in the Business Rules Category in the Knowledge Base.
When adding/editing menu commands, you can use the rules canvas in the Display section of the blade to select existing rules (or create new rules) to determine whether or not the menu command is shown.
ShareDo versions prior to v7.7
For each menu option, you can edit the configuration and restrict access by using the filters.
- Filter - Persona: The menu option is restricted to only users having the selected personas.
- Filter - Phase: Menu option restricted to only when the sharedo is in the selected phases.
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Filter - Security: Menu option restricted to only those users who hold particular permissions. This permission can be either a global permission or a resource permission on the sharedo being viewed.
In this example, access is restricted to users with the Update permission for this specific sharedo type.
When you're finished, be sure to save your menu configurations using the Save button and force reload of all configuration with the recycle icon at the bottom left of the browser window.
Review
In this article, you learned how to configure menu options that appear on the work item portal and blade ribbons. You learned how to add categories, commands, and providers and how to restrict access to menu options using filters.