Menus

Overview

Menus enable users to navigate between features in the mobile app. Each user has a single menu associated with them at a time.

How Menus Work

A default menu is created within App Manager automatically. The code for this default menu is DEFAULT-MENU. If you need different menus for different groups and users, you may create these individual menus within App Manager and then assign the appropriate menus through your User Authentication integration.

IMPORTANT: Menus are assigned to users through your User Authentication integration, and not through App Manager.

Below is an example of how the mobile app menu appears on phones and tablets:

NOTE: On cell phones, menus can be opened in a collapsed menu icon (☰). On tablets, the first few menu items are displayed in a banner at the bottom of the screen, the rest can be viewed by tapping the more button to the very right of the banner, as seen above.

Menu Item Types

When adding items to a menu, you will choose from the following types.

• Document List

• Home

• Hours of Service

• Launch App

• Load List

• Logout

• Media Library

• Message Editor

• Messages

• Nested Menu

• News

• Payroll

• Scan Flow

• Screen

• Telephone

• To Do

• Web Browser

IMPORTANT: The following deprecated fields are no longer supported and should not be used: Legacy Web Browser, Video Library.

For further information regarding each type refer to our Menu Item Types Guide.

Creating a Menu

The Menus page shows all menus created in the active environment.

1. Navigate to App Components > Menus within App Manager

2. Select + Add a menu

3. Replace the auto-generated Code and Title with App Manager, then select Save

   • The code and title are not visible to users within the app

     NOTE: The code cannot contain spaces and cannot be changed after saving.

4. Add items by selecting the + Add a menu item button

   • App Manager auto-generates Home and Settings items by default

5. Select an item Type — see Menu Item Types above for the full list

6. Select Save

Managing Items in an Existing Menu

Adding an Item

1. Select the + Add a menu item button within the relevant menu

2. Select an item Type — see Menu Item Types for the full list

3. Select Save

Reordering Items

1. Reorder items within the relevant menu using either method:

   • Drag and drop — select and drag items into position

   • Move buttons — select an item, then use Move up or Move down

2. Select Save to apply changes, or Discard Changes to abandon modifications

Deleting an Item

1. Select the item to remove within the relevant menu

2. Select Delete in the bottom right

   • Deleted items cannot be recovered after saving

3. Select Save

NOTE: Saved changes appear immediately upon user refresh in the mobile app.

Copying a Menu

You can duplicate a menu into another environment.

1. Open the menu you want to duplicate

2. Select the Copy button, located just below the Save button

3. In the modal that appears, use the dropdown to select the destination environment, then confirm

Archiving a Menu

Select the Archive button in the top right within the relevant menu.

• Menus can be unarchived later if needed

NOTE: Archived menus are still visible to mobile app users