UI Navigation Options: Site Map

The system main menu is represented in tabular format on the Site Map (SM200520) form. The table lists all the forms available in the system. Sometimes it may be quicker to modify the organization of forms by using this form instead of switching to Menu Editing mode, such as if you want to add a particular form to multiple workspaces.

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Modification of Form Details
Addition of Custom Forms

Back to TopModification of Form Details

On the Site Map (SM200520) form, you can make modifications to the organization of forms that are similar to those you can make in the Menu Editing mode. On this form, you can do the following in the row for any listed form:

Rename the form by typing a new name in the Title column
Move the form to a different workspace by modifying the selection of workspaces in the Workspaces column
Make the form available in multiple workspaces by selecting the check boxes for multiple workspaces in the Workspaces column
Make the form hidden in any workspace and in search results by clearing all selected check boxes in the Workspaces column
Move the form to a different category within a workspace by selecting another category in the Category column

Back to TopAddition of Custom Forms

You may apply a customization project to a tenant and then notice that the customization project did not contain the site map additions. In this case, you can add custom forms from the customization project to the site map manually on the Site Map (SM200520) form.

If you add a new site map node directly on the Site Map form, the system will automatically set the form’s access rights to Revoked for all user roles. Then you should grant access to this form to particular user roles on the Access Rights by Screen (SM201020) form.

The system adds a newly created generic inquiry, dashboard, or report to the list of forms on the Site Map form when you publish a new entity using the Publish to the UI command on the toolbar of the Generic Inquiry (SM208000), Classic Dashboards (SM208600), or Report Definitions (CS206000) form, respectively.

UI Navigation Options: Site Map

The system main menu is represented in tabular format on the [HelpRoot_FormReference\SM_20_05_20|Site Map] ([~/?ScreenId=SM200520|SM200520]) form. The table lists all the forms available in the system. Sometimes it may be quicker to modify the organization of forms by using this form instead of switching to Menu Editing mode, such as if you want to add a particular form to multiple workspaces.{br}{TOC}
==Modification of Form Details==
On the [HelpRoot_FormReference\SM_20_05_20|Site Map] ([~/?ScreenId=SM200520|SM200520]) form, you can make modifications to the organization of forms that are similar to those you can make in the Menu Editing mode. On this form, you can do the following in the row for any listed form:[anchor|#_9987ba4b-f3a4-4610-8b80-5aba878c4925]
*Rename the form by typing a new name in the '''Title''' column
*Move the form to a different workspace by modifying the selection of workspaces in the '''Workspaces''' column
*Make the form available in multiple workspaces by selecting the check boxes for multiple workspaces in the '''Workspaces''' column
*Make the form hidden in any workspace and in search results by clearing all selected check boxes in the '''Workspaces''' column
*Move the form to a different category within a workspace by selecting another category in the '''Category''' column

==Addition of Custom Forms==
You may apply a customization project to a tenant and then notice that the customization project did not contain the site map additions. In this case, you can add custom forms from the customization project to the site map manually on the [HelpRoot_FormReference\SM_20_05_20|Site Map] ([~/?ScreenId=SM200520|SM200520]) form.{br}

If you add a new site map node directly on the [HelpRoot_FormReference\SM_20_05_20|Site Map] form, the system will automatically set the form’s access rights to ''Revoked'' for all user roles. Then you should grant access to this form to particular user roles on the [HelpRoot_FormReference\SM_20_10_20|Access Rights by Screen] ([~/?ScreenId=SM201020|SM201020]) form.((({S:Hint}The system adds a newly created generic inquiry, dashboard, or report to the list of forms on the [HelpRoot_FormReference\SM_20_05_20|Site Map] form when you publish a new entity using the '''Publish to the UI''' command on the toolbar of the [HelpRoot_FormReference\SM_20_80_00|Generic Inquiry] ([~/?ScreenId=SM208000|SM208000]), [HelpRoot_FormReference\SM_20_86_00|Classic Dashboards] ([~/?ScreenId=SM208600|SM208600]), or [HelpRoot_FormReference\CS_20_60_00|Report Definitions] ([~/?ScreenId=CS206000|CS206000]) form, respectively.
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