Adding Menu Items to the Workflow Manager Navigation Bar

Workflow Manager 2017

To customize Workflow Manager for your organization, you can add new menu items to the Workflow Manager navigation bar that will open a URL that you specify. You can add new items to any of the navigation bar tabs, such as Workflows, Administration, Settings, etc.

To add a menu item to the Workflow Manager navigation bar, you need to edit a file named NavExtension.xml file and specify the following information:

Name of the top-level tab, such as Administration.
Name of the heading of the menu group, such as View Tables.
Name of the menu item, such as Custom SQL Tables.
A URL link for the menu item.

To add a custom menu item to the main Workflow Manager navigation bar, perform the following steps.

To add a custom menu item to the Workflow Manager navigation bar:

1. On the server where Workflow Manager is installed, locate and open the following file in a text editor (running it as an Administrator):

C:\AdminStudioWebComponents_2017\wwwroot\NavExtension\NavBar_Extensions.xml

By default, the code in this file is “commented out” so that it is not applied to Workflow Manager.

2. Remove the <!-- characters at the very beginning of the XML file, and the --> characters at the very end of the file and save the file.

After you save this file and open Workflow Manager in a new browser window, you will notice that several new workflow items are added to the Administration tab: Test Menu and Test Menu two.

3. Locate the <Name> element under <Main>. By default, <Name> is set to Administration.

<WFM.Nav>

   <Main>

      <Id>8</Id>

         <Name>Administration</Name>

4. Set the <Name> element to the name of the main tab that you want to add a menu item to: Home, Workflows, Issues, Reports, Administration, or Settings.
5. Under the <Name> element, locate the <SubItem> element. By default. this element is set to Test Menu.

<SubItem>

   <Name>Test Menu</Name>

6. Change the value of the <SubItem> element to the name of the new menu heading that you want to add, such as View Tables.
7. Under that <SubItem> element, locate the first <ItemList> element.

<ItemList>

   <Name>Link 1</Name>

   <ResourceString></ResourceString>

   <PermissionValue Activation="IsWFMActivated">

      <Value></Value>

   </PermissionValue>

   <class>nav-item</class>

   <action>ActionLink1</action>

   <controll>Test</controll>

   <Actiondata>

      <data>

         <key>id</key>

         <value>1</value>

      </data>

   </Actiondata>

</ItemList>

8. Change the value of the <Name> element to the name of the menu item you want to add, such as Custom SQL Tables.
9. Specify the relative URL of the page that you want to open when this menu item is clicked by setting values for the following elements:

<action>ActionLink1</action>

<controll>Test</controll>

<Actiondata>

   <data>

      <key>id</key>

         <value>1</value>

   </data>

<Actiondata>

For example, if the menu item is configured with the above values, the URL that would be opened when the menu item was selected would be the following:

http://localhost:81/Test/ActionLink1/1

10. To add another item to the menu list, duplicate and edit the entire <ItemList> element.
11. Save the NavBar_Extensions.xml file, and then open Workflow Manager in a new browser window. The new menu item will now be listed in the menu.

12. To add custom menu items to second main tab of the navigation menu, make a copy of the entire <Main> element in the NavBar_Extensions.xml file, change the <Name> element to another one of the main menu tabs (such as Reports) and then specify the <SubItem> and <ItemList> elements as described above.