Knowledge Base

Menus can be hidden or shown based on workflow logic. The output of the menu builder workflow should be an array of menu names. For example, consider a spreadsheet that has user emails, menus, and user groups defined as shown below.

Create a workflow using a Get Parameter block and a Spreadsheet Filter block. The Spreadsheet Filter block is used to filter the menus based on user email. The filter block output is an array that shows the menus based on user email.

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

You can now find the required left menus on the dashboard based on the user roles defined.

Dashboard shortcode as input param of the menu builder workflow

You can also manage left menus using the current dashboard shortcode. Once you set a workflow as menu builder workflow, you can get the current dashboard shortcode as the input parameter. Based on this shortcode, you can build any business logic.  

Consider the following use case. Here, Outpatient Department is the main dashboard and the other dashboards need to be set as left menus for the main dashboard. 

• For this, create a spreadsheet listing all the departments and give the shortcode of the main dashboard, which is the Outpatient Department, against the other dashboard names.

Create a workflow with a Get Parameter block and a Spreadsheet Filter block. The Spreadsheet Filter block is used to filter the dashboards that you want to set as left menus.

The output of the Spreadsheet Filter block is an array that shows the menus based on dashboard shortcode.

• Go to Settings > Configure Policies > Menu Builder.
• Select the app from the dropdown list, select the workflow that you built, and configure the menus using dashboard URLs.

You can now find the required left menus on the main dashboard.