Step 7 of 15 · Menu Configurator · topic 3 of 5
In detail
What can you configure in the Menu Configurator?
Structure
Groups and sub-menusNest items as deep as you need.
OrderReorder items; the order carries to web and phone.
Safe movesA group can never be placed inside its own items.
Switch offHide an item without deleting it.
What an item opens
New entryA blank screen, with your own button label such as “New visit”.
Work listA searchable list of records, defined once.
ReportA configured report.
Start a processCreates a case and starts its workflow in one click.
GroupA set of sub-items.
Lists
Search columnsChoose which columns can be searched.
SortingSort columns and a default order.
Slow-list warningHeavy list queries are flagged when saved.
Look
LabelBusiness words, not system names.
Icon and coloursIcon, icon colour and text colour for each item.
Admin or businessAdministrator menus stay apart from business menus.
On the phone
Phone home screenMark the items that belong on the mobile home screen.
Cards or accordionPick the layout for each list.
Summary and detailChoose what shows on the card and what shows when opened.
Works offlineMobile menus arrive with sync and open without signal.
Access and roll-out
Menus by roleEach role sees only its own menus.
Instant roll-outSaved changes reach users without a new app version.
Build your first app free
Up to 10 users. 30 days to build, then 30 days live after go-live.
Updated 30 September 2026