Build a Menu using Menu Builder
1. Read “Menu Builder” sub-chapter, in chapter of Administrator Manual titled “Features Management Menu in Detail”.
2. Go to Site Administration Menu.
3. Click on the Features Go To icon, located in the Site Management section, to go to the Features Management page.
4. Click on Menu Builder link to go to the Search for Menus page.
5. Click on Add New button to display the Menu Builder page.
6. Enter Menu Name - used to assign a textual name for easy identification.
7. Type - there are four types to select from:
a. Site Template Menu: specifies that the menu is an integral part of the standard template. This type of menu is displayed on all pages that use the template.
b. Independent Menu: specifies that the menu is independent of the standard template. This type of menu is displayed as its own page and can only be accessed by creating a link to it. It is extremely useful for creating sub-menus.
c. Contacts Menu: specifies that the menu is for use by the Contact Menu feature. The Contact Menu feature allows each contact/user to have a menu assigned to them. This is typically used to create personalized menus or special menus for specific groups. This type of menu is assigned to a contact from the contact’s Contact Management page.
d. Exchange Listings Menu: specifies that the menu is for use by Exchange Menu features. The Exchange Menu feature allows each Exchange to have a customized menu of options.
e. Sub-type - applicable (enabled) only when Menu Type is set to Site Template Menu. There are four possible sub-types to select from and they are dependent on the chosen template for your PORTALPRODIGY Website. Not all templates use all the sub-types. Review the sub-type definition listed below to determine which ones are used by the template you have selected. Note that only one menu can be defined for each sub-type and that once a sub-type is assigned to a menu it is no longer displayed in the list box as an available choice when adding other menus.
f. Left Side Menu – used to define the menu for templates that display a menu on the left hand side of all pages. Currently templates 1, 2, 3, 4, 5, 7, and 10 support this type of menu.
g. Right Side Menu - used to define the menu for templates that display a menu on the left hand side of all pages. Currently only template 3 supports this type of menu.
h. Menu Bar A - used to define the menu for templates that display a menu bar style menu either directly below the header or directly above the footer on all pages. If the template has two menu bars, the upper menu bar is Menu Bar A and the lower menu bar is Menu Bar B. Currently templates 1, 2, 3, 4, 7, and 10 support this type of menu.
i. Menu Bar B - used to define the menu for templates that display two menu bar style menus either directly below the header and/or directly above the footer on all pages. When the template has two menu bars, the upper menu bar is Menu Bar A and the lower menu bar is Menu Bar B. Currently templates 1, 2, 3, 7, 8, 9 and 10 support this type of menu.
j. Quick Jump Menu - used to define the menu for templates that display a drop down list menu. Currently only template 7 supports this type of menu.
k. Upper Drop Down Menu – used to define the menu for templates that display a drop down menu bar either directly below the header on all pages. Currently templates 6, 8, and 9 support this type of menu.
l. Lower Drop Down Menu - used to define the menu for templates that display a lower down menu bar either directly above the footer on all pages. Currently none of the templates support this type of menu.
8. Synchronize with Side Menu - applicable (enabled) only when Menu Type is set to Site Template Menu and Sub-type is set to Quick Jump Menu. Set to Yes when you want the Side Menus and the Quick Jump Menu to offer the same menu items. PORTALPRODIGY will automatically synchronize the menus, saving you the hassle of doing this manually. Set to No to have the menus remain independent.
9. Description - applicable when Menu Type is set to Independent Menu, Contacts Menu or Exchange Listings Menu. Used to display a description above the menu. You may enter a textual description directly into the memo field or use the PORTALPRODIGY Document Editor to create the description as HTML. See tutorial titled “Create a Web Page Using the HTML Document Editor”
10. Select a Style - there are style to choose from:
a. Template Style - this style is dependent on the selected template. It formats the menu to match the Visitor portion of the Website.
b. Administration Style - this style formats the menu to match the Administrator portion of the Website.
11. Click Save button. This save the menu and displays the Menu Items section.
12. Repeat the following steps to create topic headings for menu items:
a. Click ‘Add Menu Topic’ button to display the Menu Topic Management page. Note that Menu Topics are not applicable to Menu Sub-types Menu Bar A and Menu Bar B.
b. Enter a title for the Menu Topic.
c. Enter a Sort Order number. This allows you to control the order of the menu Topics. You may leave the sort order set to “0” to have Portal Prodigy sort them alphabetically.
d. Select a Menu Topic Option from one of the following:
· Caption Only - used to display the Topic without making it a link to something.
· URL - used when you want to manually specify a URL to link the Topic to. The URL can be to another Website or to a page within your PORTALPRODIGY Website. It is best to avoid the use of URLS as they are subject to change. You may enter the URL with or without the “HTML://”.
· Option - used when you want to link the Topic to a PORTALPRODIGY feature. Select a feature from the list box.
· Menu - used when you want to link the Topic to another menu created using the PORTALPRODIGY Menu Builder. Select a menu from the list box.
· Administrative Option - used when you want to link the Topic to a PORTALPRODIGY Administrative option including Resource Documents. The lookup feature is used to locate the record ID corresponding to the selected Administrative Option. E.g. select “Documents” then use the lookup option to search and select a document. If you know the document ID you may enter it in the field without using the lookup option.
e. Click the Close button and confirm save.
13. Repeat the following steps to create menu items:
a. Click ‘Add Menu Item’ to display the Menu Item Management page.
b. Select a Topic. Menu Items are listed underneath Menu Topics. Note that for menu Sub-types Menu Bar A and Menu Bar B, Topic is not applicable.
c. Enter a title for the Menu Item.
d. Enter a Sort Order number. This allows you to control the order of the Menu Items. You may leave the sort order set to “0” to have Portal Prodigy sort them alphabetically.
e. Select a Menu Item Option from one of the following:
· URL - used when you want to manually specify a URL to link the Menu Item to. The URL can be to another Website or to a page within your PORTALPRODIGY Website. It is best to avoid the use of URLS as they are subject to change. You may enter the URL with or without the “HTML://”.
· Option - used when you want to link the Menu Item to a PORTALPRODIGY feature. Select a feature from the list box.
· Menu - used when you want to link the Menu Item to another menu created using the PORTALPRODIGY Menu Builder. Select a menu from the list box.
· Administrative Option - used when you want to link the Menu Item to a PORTALPRODIGY Administrative option including Resource Documents. The lookup feature is used to locate the record ID corresponding to the selected Administrative Option. E.g. select “Documents” then use the lookup option to search and select a document. If you know the document ID you may enter it in the field without using the lookup option.
f. Click the Close button and confirm save.
14. You are finished.