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Configuring menu category and layouts

Configuring a menu category involves grouping related screens under a single category to streamline navigation. Users can assign screens to a category, define their order. This setup helps organize the interface efficiently, ensuring that related functionalities are easily accessible under a well-defined menu structure.

Prerequisites

  • You have the necessary permission to add or modify the Menu configuration screen.

Procedure to configure menu category

Step 1: Navigate to the Menu configuration screen

  1. Log in to the nGenue application.

  2. Click the Search icon and enter menu in the search bar.
    menu_configurations

  3. Double-click Menu configuration to open the respective screen.

  4. In the Menu configuration screen, click on → Category button.
  5. The next screen is divided into two sections: Category listing and Category details. menu_category_sections
    1. The Category listing section lists existing menu categories configured within nGenue.

    2. The Category details section allows you to create, edit, or delete menu categories. The table below describes the available icons and their functions:

      Icons Description
      alt text Add a new menu category record
      alt text Edit the menu category record detail.
      alt text Save the menu category record.
      alt text Cancel the updates being made to the menu category record.
      alt text Delete a menu category record.

Step 2: Create a new category record

  1. Click on the Add a category record icon.

  2. On the next screen, fill in the below details:

    • Category name: Give a name to the menu category. For example: Deal management.
    • Category ID: This field is auto generated when you save the category.
    • Image selection: Choose an image to display for your category.
    • Category hint: Enter a detailed description for the menu category.

  3. Save the changes. save_category

Step 3: Assign screens to category

  1. Click the Adjust category screen assignment button to assign screens to your menu category.
    assign_screens
  2. This will open a new popup screen where you will need to assign screens (using left/right/top/bottom arrow keys) to the newly created category.

  3. Click Accept changes to save the configuration. accept_changes

  4. The assigned screens will reflect in the Category details section.

Procedure to configure menu layouts

Step 1: Navigate to the Menu configuration screen

  1. Log in to the nGenue application.

  2. Click the Search icon and enter menu in the search bar.

  3. Double-click Menu configuration to open the respective screen.

  4. In the Menu configuration screen, click on → Layout button.
  5. The next screen is divided into two sections: Layout listing and Layout details. menu_layout_sections
    1. The Layout listing section lists existing menu layouts configured within nGenue.

    2. The Layout details section allows you to create, edit, or delete menu layouts. The table below describes the available icons and their functions:

      Icons Description
      alt text Add a new menu layout record
      alt text Edit the menu category layout detail.
      alt text Save the menu layout record.
      alt text Cancel the updates being made to the menu layout record.
      alt text Delete a menu layout record.

Step 2: Create a new category layout

  1. Click on the Add a new layout record icon.

  2. In the General tab, fill in the below details:

    1. Layout name: Give a name to the menu layout. For example: Deal management layout.
    2. Layout ID: This field is auto generated.
    3. Icon properties:
      1. Size: Enter the screen size to display proper screen images in menu category.
      2. Font size: Enter the screen name font size to display in the menu category.

  3. Save the changes. save_menu_layout

Step 3: Assign category to layout

  1. Click the Assign category to home page Layout button to assign a category or categories to the layout.
    assign_category_to_layout
  2. This will open a new popup screen where you will need to assign categories (using left/right/top/bottom arrow keys) to your layout.

  3. Click Accept changes to save the configuration. accept_changes

  4. The assigned categories will reflect in the Layout details section. layout_details

    Note

    • Favorites and Search categories are automatically added to any layout by default.
    • Restart the nGenue application to view the layout changes.