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System version

6.05.95.85.75.65.55.4

Create a module

What is a module

The module is an element of the system used for grouping and presenting system elements. The top-level module is an application, the sub-modules, to put it simply, are items in the application menu.

Defining the application / module

The example of the E-Mail module containing two sub-modules, Incoming E-mail and Outgoing E-mail.

STEP 1: To create a new module, select Settings> Personalization> Modules from the menu on the left, and then press the Add button.

STEP 2: In the form for adding the module that has been opened, define the following settings:

Parent module: Here we choose whether the module we are creating is to be placed as a sub-module in an already existing module or to be a separate module. We leave the field blank to make it a separate module.

Name: Name of the module displayed in the menu on the left.

Icon: The icon to be displayed next to the name.

Visible: Checkbox that controls whether the module is to be visible in the menu.

Position after: It is to set the order of modules in the menu.

If Parent module is not empty a new set of options will appear after saving the module. They are located in the Relations area.

Relation type: You can choose type of element which will be connected to this module. If user will select this module the object of given type will be shown.

You can select one option from:

URL address – indicate an URL which will be opened when user select the module. There is only one option – the address.

List – select a list from the system which will be displayed when user chooses a module. Available options:

List: Here we select the previously created list to be displayed in the created module.

Hide the filters panel: Checkbox that controls the visibility of the filters panel on the left side of the module.

Default document type: Defines what type of document will be selected as the default when using the Add button while in the module. Create the desired document type in advance.

Display categories: Selects which categories are to be shown in the module. The appropriate categories should be created in advance. You can set the checkbox “Show all” or choose categories in autocomplete box which will appear when Show all checkbox is not set.

Default category: The setting defines the category to which the list will be narrowed after entering the module.

Hide the category tree: Checkbox that controls the visibility of the category tree on the left side of the module.

Desktop – select a desktop which will be displayed when user choose +the module.

There is only one option – desktop to choose.

Building module roles

In order for the module to be visible to the desired users, they must have appropriate rights to it. In order to assign them, we first need to create the appropriate roles.

STEP 1: In order to create a new module, select Settings> Personalization> Roles from the menu on the left, and then press the Add button.

STEP 2: Create and save Administrator roles for the created module by defining the following settings:

Code: Code of the role being created

Name: The name of the role that will be visible on the permissions tab when editing

Module: Module to which the role applies.

Functions: Selects the functions to be assigned to the new role.

Finally, after giving the desired users the created role, they will see the previously created module in the menu on the left. They will be able to perform actions in it according to the functions selected for the role.

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