Menu And Default Homepage In User Profile

Introduction

Portal’s menu system enables you to extend the default navigation with custom menu items that trigger Ivy processes or open external links. You can control menu visibility through permissions and allow users to set custom process pages as their default homepage, creating personalized navigation experiences that align with specific user roles and workflows.

Default Menu Items:

The Portal main menu has four default items: Dashboard, Processes, Tasks, and Cases.

Customization Options:

• Add custom menu items (Ivy processes, external links, or dashboards)

• Hide default menu items using Portal permissions

• Set menu item order using index values

• Configure default homepage for user profiles

All menu items except external links can be set as the user profile’s default homepage.

Custom menu items

Menu type

There are two types of custom menu items:

• Ivy process: triggers an Ivy process when clicked. Can be set as the default homepage in a user’s profile.

• External link: opens an external link in a new tab. Cannot be set as the default homepage in a user’s profile.

The Ivy process is the default custom menu item type. To change custom menu item type to external link, set the isExternalLink attribute to true.

Menu index

You can find the custom menu items below the default menu items.

To set the order of custom menu items, assign a number to the index attribute. The item will be displayed based on the given index. If custom menu items are not indexed, they will be sorted alphabetically.

Add custom menu items

There are two ways to add custom menu items in Portal. Please refer to the following sections for more information.

Callable subprocess

To add custom menu items, create a callable subprocess with:

Signature: portalLoadSubMenuItems

Result:

subMenuItems (java.util.List<com.axonivy.portal.components.configuration.CustomSubMenuItem>)

List of custom menu items to add to the Portal main menu.

Example of a menu that redirects to an Ivy process.

import com.axonivy.portal.components.configuration.CustomSubMenuItem;
import com.axonivy.portal.components.publicapi.ProcessStartAPI;
import org.apache.commons.lang3.StringUtils;

String userExampleGuideLink =
   ProcessStartAPI.
   findStartableLinkByUserFriendlyRequestPath("Start Processes/UserExampleGuide/userExampleGuide.ivp");

if (!StringUtils.isEmpty(userExampleGuideLink)) {
   CustomSubMenuItem userExampleGuide = new CustomSubMenuItem();

   userExampleGuide.setIcon("si si-bulb");
   userExampleGuide.setLabel("User example guide");
   userExampleGuide.setLink(userExampleGuideLink + "?embedInFrame");
   userExampleGuide.setIndex(0);

   in.subMenuItems.add(userExampleGuide);
}

Example of an external link:

import com.axonivy.portal.components.publicapi.ApplicationMultiLanguageAPI;
import com.axonivy.portal.components.configuration.CustomSubMenuItem;
import com.axonivy.portal.components.publicapi.ProcessStartAPI;
import org.apache.commons.lang3.StringUtils;

CustomSubMenuItem google = new CustomSubMenuItem();
google.setIcon("si si-information-circle");
google.setLabel(ApplicationMultiLanguageAPI.getCmsValueByUserLocale("/Processes/google"));
google.setLink("www.google.com");
google.setIsExternalLink(true);
google.setIndex(1);

in.subMenuItems.add(google);

Tip

Refer to process CustomLoadSubMenuItems in project portal-developer-examples for an example of how to create custom menu items.

Tip

If you want the label of a custom menu item to display in multiple

languages, create a CMS entry and use the ApplicationMultiLanguageAPI.getCmsValueByUserLocale method.

E.g. subMenuItem.setLabel(ApplicationMultiLanguageAPI.getCmsValueByUserLocale<CMS_URI>));

Portal variable

Besides the callable subprocess approach, you can also define custom menu items in the Portal variable Portal.CustomMenuItems.

Here’s an example of custom menu items in the Portal.CustomMenuItems variable.

[
    {
        "index": 0,
        "link": "https://your_external_page.com",
        "label": "External link",
        "isExternal": "true",
        "icon": "si si-bulb",
        "version": "11.2.0"
    }, {
        "index": 1,
        "link": "/designer/pro/portal-user-examples/17236DB1D3DA14C0/userExampleGuide.ivp",
        "label": "Guideline Ivy process",
        "isExternal": "false",
        "version": "11.2.0"
    }
]

The basic JSON structure of a custom menu item

index: index of the menu item on the main menu.

link: link of the menu item. You can set a user-friendly request path or a process ID for an Ivy process.

label: label of the menu item.

isExternal: set to true to mark this custom menu item as an external link.

version: version of the menu.

Hide default menu items

You can hide three default menu items: Processes, Tasks and Cases from the main menu by using Portal permissions.