UI Navigation Options: Site Map

The system main menu is represented in tabular format on the Site Map (SM200520) form. The table lists all the forms available in the system. Sometimes it may be quicker to modify the organization of forms by using this form instead of switching to Menu Editing mode, such as if you want to add a particular form to multiple workspaces.

Modification of Form Details

On the Site Map (SM200520) form, you can make modifications to the organization of forms that are similar to those you can make in the Menu Editing mode. On this form, you can do the following in the row for any listed form:

  • Rename the form by typing a new name in the Title column
  • Move the form to a different workspace by modifying the selection of workspaces in the Workspaces column
  • Make the form available in multiple workspaces by selecting the check boxes for multiple workspaces in the Workspaces column
  • Make the form hidden in any workspace and in search results by clearing all selected check boxes in the Workspace column
  • Move the form to a different category within a workspace by selecting another category in the Category column

Addition of Custom Forms

Additionally, on the Site Map (SM200520) form, you can add to the site map custom forms that have been introduced by a customization project applied to the tenant. In most cases, a customization project contains the modification to the site map, and the form is added to the list when the project is published. If a developer has not performed this step, you can add the custom form manually by entering its screen identifier.

Tip: The system adds a newly created generic inquiry, dashboard, or analytical report to the list of forms on the Site Map form when you save a new entity with the Make Visible on the UI check box selected on the Generic Inquiry (SM208000), Dashboards (SM208600), or Report Definitions (CS206000) form, respectively.