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Step 7 of 15 · Menu Configurator · topic 2 of 5

How it works

How does the Menu Configurator work?

Pick what an item does

Open a group, a form for a new entry, a searchable list, a report or a link — or start a process with one click.

Shape the lists

Choose search columns, sort columns and a default sort; slow queries are flagged.

Mark it for mobile

Items marked for the mobile app appear on the phone home screen and arrive with the first sync, so they work offline.

Choose the mobile layout

Cards or an accordion, with chosen summary and detail columns, so a long web table becomes a thumb-friendly list.

Give menus to roles

Each role sees only its menus; administrator menus stay separate from business menus.

Drafted by AI

From your requirement stages, AI proposes the menu tree for each role — new-entry items, work lists and reports — for you to review.

Long web tables become thumb-friendly listsThe same list on two phones: as cards showing name and amount, and as an accordion where the chosen summary columns show first and detail columns open on tap.My leadsMeera Traders₹18,50,000Sharma Stores₹6,00,000Green Farm Co.₹9,20,000Field visitsMeera Traders12 OctStatus: CreditAmount: ₹18.5 LNotes: FI doneSharma StoresCard layoutAccordion layoutSummary columnsName · DateDetail columnsStatus · Amount · Notes
The same list as cards and as an accordion, with arrows from the chosen columns.
Each role gets its own menuThree people — a sales officer, a credit officer and an operations officer — each see a different sidebar built from the menus their role allows.Sales officerNew leadMy leadsDocumentsCredit officerCredit queueAll applicationsReportsOperationsKYC reviewDisbursementReports
Three avatars; choosing each redraws the sidebar with only their items.

Build your first app free

Up to 10 users. 30 days to build, then 30 days live after go-live.

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Updated 30 September 2026