Knowledge Base

You can create left menus for your dashboard dynamically using a spreadsheet and a workflow.

• Create a spreadsheet with the following fields: id, menu, url, icon, parent, and target.

Here 

menu represents the menu name to be shown on the left panel 

url represents the corresponding URL of the dashboard

icon represents the name of the icon taken from the menu builder settings

parent is to define main menus and submenus using the corresponding id

target is set to open the menu in a new tab

Note: You can use any other column names for these fields in the spreadsheet, but you must define the column names as above in Column Alias within the Spreadsheet Filter block. 

• Create a workflow with a Get Parameter block, Spreadsheet Filter block, and a Set Variable block. The Set variable block is used additionally for “append” and “insert” modes, which is explained below.

• In the Spreadsheet Filter block, define the column names in the spreadsheet in Column Alias.

• In the Set Variable block, add a variable “type” and give the value as 

         insert – to include only dynamic menus, that is, menus from the spreadsheet

         append – to include menus built using the Menu Builder as well as menus from the spreadsheet

The variable “Menu” gets the value from the Spreadsheet Filter block.

• Connect the workflow in menu configuration from Configure Policies > Menu Builder > Manage Using Workflow.