Table of Contents

Page Menu

Ro Chittick Updated by Ro Chittick

What is the Page Menu?

The Page Menu is the main menu that appears at the top of your Live App and contains a link to each one of your starting pages. Using the page menu your Live App users can easily navigate between the main pages of your app.

The page menu will stay visible regardless of which page is being viewed unless the menu has been disabled or a user does not have permission to access that page.

Here's an example of a page menu for the CRM template when logged in as a Sales Manager:

The page menu is separate from the user menu in the top-right corner of the live app. For more information on the user menu, click here.

Activate the Page Menu

By default, the page menu is enabled for every starting page added to your app. However, you can enable and disable the page menu at any time from your app settings. From the Settings section of the Builder,  click the “App Settings” option. There, select “Live App Design” and then “Header” to manage the page menu.

There you can enable or disable the page menu for every start page. In addition, you can enable user based menu items, which only shows menu options the user has access to. 

Manage the Page Menu

The page menu displays a link for each starting page in your Live App. So to add a new link to your page menu, this requires adding a new page to your app. 

To add a new page to your app, click the green “+” button in the Pages section of the Builder. This will open dropdown giving you the option to add a public page, login page, or dropdown menu. 

  • Public Page: this option will add a new page to your app that does not require a login. Anyone with the link will be able to access this page.
  • Login Page: this option will add a page that requires a user to login before accessing. You will choose which user roles are able to login.
  • Dropdown Menu: this option will allow you to group pages from your page menu into a new dropdown on your page menu.

As soon as you add the new page, it will be available as the last link in the page menu:

While each starting page is included in the page menu by default, you may not want every page to be visible from the page menu. Each individual page’s visibility can be controlled from the Settings tab of the specific page.

To hide a page from the page menu, uncheck the "Include this page in the Page Menu" option in the Page settings for a specific page. 

Not seeing the page menu option in the Settings tab? Remember that the page menu only includes start pages, like the "login" page.

Hide the Page Menu from a Page

It is also possible to hide the entire page menu from a specific page. To remove the page menu from the page, uncheck the "Display the Page Menu when viewing this page" option from the page’s settings.

The order of the menu is set by the order of the starting pages in your pages list. To change that order you can drag a starting page and drop it in a new order.

Add Icons

You can add icons to the page menu links by editing the icon option in the Settings for each page. Open the settings by clicking the more options icon (the “...” icon) then click the “add icon” link and you will be able to choose an icon.

When selecting an icon, you can also edit the alignment.

  • Left: the icon will appear on the left side of the button text.
  • Right: the icon will appear on the right side of the button text.

You can group pages on the page menu into dropdown menus. This is helpful for consolidating related links in your page menu: 

You can watch a quick overview of adding dropdown menus here:

Add a Dropdown Menu

To add a new dropdown menu, navigate to the Pages section of the Builder and click the green "+" button above the page list. Then click the “Dropdown Menu” option.

This will prompt you to select which starting pages to include in the dropdown menu in the toolbox. Check the pages you wish to include and then click “Continue”. Next give your dropdown menu a name and click “Add Page”.

A page may only belong to one dropdown menu.

This will add your dropdown menu to the page tree on the left side of the Builder.

Now your dropdown menu will be visible in the page menu when viewing your Live App.

Manage Dropdown Menus

To add or remove pages from an existing dropdown menu, click on the dropdown menu in the pages tree. There you can edit the pages included in the dropdown on the right or open the "Settings" for that menu to edit the pages or change the name of the dropdown menu.

If you need to change the order of the pages in a dropdown menu, you need to remove the pages from the dropdown menu, drag to reorder the pages in the page tree and then re-add the pages to the dropdown menu.

Delete a Dropdown Menu

To delete a dropdown menu, click on the more options icon (the “...” icon) next to the dropdown menu in the page list. Then select "Delete" and the dropdown menu will be removed from the page menu. Note, that deleting a dropdown menu will not delete pages from the app.

Use Page Menus in Your App

User Roles and the Page Menu

If your app is set up with user roles, you can set the page menu so that the page links will show based on the user roles.

This means that when a user logs in they will only see page links for pages that are accessible by a user role they are assigned to. They will also see page links for any pages that are not protected with a login.

For example, let's say you have one start page that only Sales Manager user roles can access, and another page that only Sales Rep user roles can access. When a Sales Manager logs in they will only be able to see a page link to that Sales Manager page (since they've been assigned that user role). They won't see the link to the Sales Rep page.

To enable/disable user-based page links, navigate to the Live App Design > Header section of the Settings section of the Builder. There you can edit the “User-based menu items” option.

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