The Menu Manager is a function exclusive to WorkFORCE that enables an administrator to create custom tab-based WorkFORCE web portals for their account users.  Permission to view specific menus is determined by a Web user’s Web group.

Note: The default WorkFORCE tabs are Mobile units, Forms, Activity, Scheduler, Lookups, Views, and Reports.  These tabs can be accessed in the default menu titled "Main menu".

WorkFORCE with custom menu and tabs 

An introduction to WorkFORCE is located here.

Opening the Menu Manager

The Menu Manager can be navigated to from any WorkFORCE screen.  To open the Menu Manager, simply click on the Menu Manager icon ().

Creating a Menu

To start creating a menu, open the Menu Manager and click on the Create new menu icon () at the top left of the screen.  The only required field for creating a menu is a Menu name.  All other non-required options are detailed below.

• Web group: Used to restrict a menu to only be visible by the selected web group.  All users not within the selected web group cannot view the menu.
• Right side menu: Controls what standard icons are displayed to a user in this menu.
  • Help: Provides a user with a list of support documents regarding workforce specific tabs.
  • Video: Navigates a user to the doForms video library.
  • Chat: Opens a chat with doForms support.
  • Full screen: Makes the workforce browser window full screen.
  • Marketplace: Navigates a user to our integration/package marketplace.
• Left side menu: Configures individual tabs of a menu.  This includes the name of the tab and whether it is a Dashboard or Page.  You can also add a new tab in this section to add more views to your menu.
  • Dashboard: Configurable tile-based view that displays specific information, graphs, or lookup tables to a user.
  • Page: WorkFORCE view presets that are ready for use but not configurable.
    • Mobile Units: Lists the mobile units in your account by mobile group.  You can also view a specific user’s submissions or send dispatches from this page.
    • Forms: Displays the forms in your account sorted by project. Users can submit forms, view previous submissions, open the GPS map for a form, or send dispatches.
    • Activity: Shows form submissions, edits and deletes within a selected date range.
    • Scheduler: Opens the mydoforms dispatch scheduler.
    • Lookups: Lists the form-based lookups in your account and provides the ability to manage the data within them.
    • Views: Shows all the views the user has permission to see within the account.  Views are sorted by personal and shared.
    • Reports: Displays the reports that are scheduled to send to your web user’s email address.
    • Geofences: Displays current geofences within your account and provides the ability to create new geofences.