Working with Menu Pages

 This article is suitable for a Library Administrator

Ref: 20080624
Last edited 2ndFebruary 2010
 
To create a menu page, Create new Visio Process to open an new map.

Menu Buttons

The menu button shape is the shape to use to link to other process maps. Drag and drop the Menu Button shape onto the drawing page. You will be prompted to add a shadow (true) or not to add a shadow (false).

Re-size the shape to your preference and then use Ctrl+D to duplicate the shape. Use F2 to add text into the menu button shape. Once the text has been added, use right mouse click to fill the colour of the box in accordance with your corporate colours.

Column and Row Headings

For column and row headings, it would be best to use the Text Tool to add boxes to your page. To add a text box, click on the text box icon on the toolbar. Use left-click + drag to create the shape size.

Type desired text into the box. Select the Pointer tool again and you will see that the text box has become a shape. You can colour this shape by right-clicking it and selecting Format > Fill. Duplicating this shape can quickly be done by selecting the shape and using Ctrl+D.

Inserting Hyperlinks

Once you have the Layout of the page as you want, then you can insert hyperlinks into the Menu button shapes.

Note: it is important to insert hyperlinks into the menu button shapes only and not the text boxes because the text boxes will not convert the hyperlink to the html equivalent upon publish.
 
 
Select the menu button shape and use Ctrl+K to insert the hyperlink to an existing process map. Continue this process for each menu button shape.
 

Where to save the menu page?

You have two options of where you can save the menu page. Each option has different requirements when inserting hyperlinks into each menu button shape.

Option 1 – Saving the Menu page into the Menu Pages folder:

You can store your menu page in the Menu Pages\Prelive + Live folder. If you choose to store all menus in this folder, the hyperlink from the menu button shape needs to be amended to ensure that the path is set to reflect the where the html files reside after publish.

When you insert a hyperlink, browse to the location of your target map (the map you are linking to).

Now you will need to amend the address in the hyperlink dialog because the menu pages held in one folder and the target maps held in another folder are all publishing to a single folder called html. The merging of these means that you will need to alter the hyperlink address as follows:

Example: If your target map is saved in J:\3 Master\My Maps\HR\Legal and Payroll Processes.vdx, then the hyperlink needs to be amended to be: My Maps\HR\Legal and Payroll Processes.vdx

Notice that the (..\..\3 Master\) has been deleted. This link also needs to remain relative.

Why do I have to alter the hyperlinks?

Well, when the files get published to html, the menu pages and the process maps get published to a single folder. Therefore, you must alter the hyperlinks of the menu pages so that the hyperlink works when the menu page is moved after publish into the same html folder as the process maps.

Option 2 – Saving the Menu page into the 3 Master folder:

You also have the option to store the menu page in the same folder with your existing process maps.

Example: J:\3 Master\My Maps\HR

When you insert a hyperlink, browse to the location of your target map (the map to which you are linking).

No amendment is necessary to the hyperlink address as the menu page resides within the 3 Master Folder with the existing process maps which all publish to a single folder. Please ensure that the link remains relative.


Need further help? Contact the Triaster Support team by e-mailing support@triaster.co.uk or by calling us on +44 (0)870 402 1234.
 
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