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Active Roles 8.2 - Web Interface Configuration Guide

Introduction to the Web Interface Deploying the Web Interface Getting started with the Web Interface Web Interface Basics Performing Management Tasks Using Approval Workflow Customizing the Web Interface
About Web Interface customization Web Interface customization terms Configuring Web Interface menus Configuring Web Interface forms Web Interface customization examples Web Interface global settings Customizing the Web Interface Navigation bar Customizing the Web Interface Home page Configuring Web Interface for enhanced security
Default Commands

Adding a command to a Web Interface menu

You can add new commands to an existing Web Interface menu with the Customization settings of the Active Roles Web Interface

To create a new command on a menu

  1. Navigate to the List Existing Menus page. To do so, expand Customization on the Navigation bar, then click Directory Objects.

  2. On the List Existing Menus page, click the name of the menu to which want to add the command.

  3. In the right pane, click Create New Command.

  4. In the Command type list, click one of the following:

    • Form Task: Creates a command to open a form.

    • Page View Task: Creates a command to open a custom page.

    • Search Task: Creates a command to perform a search.

    • Set Attribute Task: Creates a command to assign a certain value to a certain attribute of directory objects.

  5. Click Next.

  6. Specify general properties of the command, such as the command name and description.

  7. Specify command properties specific to the type of the command:

    • If you have selected Page View Task, specify the address (URL) of the resource, such as a Web page, that you want the command to open.

    • If you have selected Search Task, specify the parameters of the search you want the command to perform. You can also set up the configuration of the list of search results.

    • If you have selected Set Attribute Task, choose the attribute you want the command to set and specify the value you want the command to assign to that attribute.

  8. Click Finish.

  9. Click Reload to publish your changes.

To add an existing command to a menu

  1. On the List Existing Menus page, click the name of the menu to which want to add the command.

  2. In the right pane, click Add Existing Command.

  3. In the list of existing commands, click the command you want to add to the menu.

    NOTE: The list includes commands that exist in the configuration of the Web Interface site. AS such, it also includes commands that were deleted from menus, so you can use the Add Existing Command function to restore a command on a menu.

  4. Click Save.

  5. Click Reload to publish your changes.

Removing commands from a Web Interface menu

You can remove existing Web Interface commands from a menu page with the Customization setting of the Active Roles Web Interface.

To remove commands from a Web Interface menu

  1. Navigate to the List Existing Menus page. To do so, expand Customization on the Navigation bar, then click Directory Objects.

  2. On the List Existing Menus page, click the name of the menu from which want to remove commands.

  3. In the list of commands, select check boxes to mark the commands you want to remove.

  4. On the toolbar at the top of the list, click Delete.

  5. Click Reload to publish your changes.

Setting the default command on a Web Interface menu

You can set the default command for an existing Web Interface menu with the Customization setting of the Active Roles Web Interface.

To set the default command on a Web Interface menu

On the List Existing Menus page, click the name of the menu you want to modify.

  1. Navigate to the List Existing Menus page. To do so, expand Customization on the Navigation bar, then click Directory Objects.

    Then, on the List Existing Menus page, click the name of the menu you want to modify.

  2. In the right pane, click Default Command.

  3. Click Choose.

  4. Click the command you want to be used by default, then click OK.

  5. Click Save.

  6. Click Reload to publish your changes.

NOTE: The Web Interface runs the default command for an object when the user clicks the name of that object in a list. For example, since View Contents is set as the default command for container objects, the Web Interface lists the objects held in the container when you click the name of a container in a list of objects.

Adding a separator to a Web Interface menu

You can add menu separators to existing Web Interface menus with the Customization setting of the Active Roles Web Interface.

To add a separator to a Web Interface menu

  1. Navigate to the List Existing Menus page. To do so, expand Customization on the Navigation bar, then click Directory Objects.

  2. On the List Existing Menus page, click the name of the menu you want to modify.

  3. In the right pane, click Add Separator.

    This adds the <Separator> item to the list of menu commands.

  4. Adjust the position of the separator on the menu. To do so, select the check box next to the separator in the list of commands, then click Move Up or Move Down on the toolbar at the top of the list.

  5. Click Reload to publish your changes.

NOTE: Consider the following when configuring separators for a Web Interface menu:

  • Separators are used to group related commands on a menu, to make the menu easier to read.

  • If necessary, you can remove separators. To do so, in the list of commands, select the check boxes to mark the separators you want to remove, then click Delete on the toolbar at the top of the list.

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