overview the left menu within servicely is the primary way to navigate the interface for users who have more than the platform selfservice role (or as otherwise defined in the application property system portal only roles) it provides easy access to different pages within servicely and provides a way to logically separate different functionality within the platform menu structure the left menu consists of 4 main elements these elements can be seen as per below using the search bar the search bar works updates the left navigation as you type in it when you type in lower case, it will do a contains search for each of the menu elements if what you write matches the menu application, it will expand every section and show every section and item under that menu application likewise if it matches the menu section, it will automatically expand the section and show the item underneath it should be noted that there are some shortcut methods when you are using it this allows for quick searching in the left navigation for example, in the image above you will see the menu item "create new knowledge base" if you type the first letter of each of the word in a capital, it will bring up that item "cnkb" if for example you want to bring up the "create new incident" menu item, you can search with "cni" if you want to collapse all menu applications and menu sections, simply press the x next to the search term hiding menu elements each type of element within the menu, whether its the menu application, section or item can be hidden this does not secure the table or page behind it however, so if someone knows the url, they can still access it you can right click on the menu application / section / item and bring up its configuration you can either deactivate the configuration to hide it from everyone or apply “permitted roles” to hide it from certain users if that field is blank, it will not be hidden to anyone and anyone will be able to see the menu if this has multiple roles, a person will only need one of the roles to be able to see it depending on the element you restrict, will depend on if other elements are hidden in the process for example, by restricting a menu application, any menu section or menu item under it will also be hidden likewise by hiding a menu section, any menu item will also be hidden as a result creating menu elements to create menu elements, you can do so by going directly to the associated tables via the left menu, "menu application", "menu section" or "menu item", but a much simpler method is right clicking the various menu items directly when you right click a menu application or menu section, you will receive a popup as per below by right clicking a menu item, you get a menu item, as per below each of the options do the following edit menu entry edits the menu entry that you have right clicked create menu entry at the same level creates a menu item at the same menu element type for example, right clicking a menu application, will make another menu application if you right click a menu section or menu item, it will have the same parent as the element that you right clicked create child menu entry this will create a new menu element that is a child of the one you made a menu application will generate a menu section under it, whilst a menu section will generate a menu item under it each of the menu element forms are similar and largely self explanatory the main differentiator is the menu item, which can link to other pages by selecting the table and the filter, you can easily generate a menu item with a set filter an example of this is as per below, where i want to show any open major incidents by selecting a table and query, it will make the link field read only, and automatically generate it if however you want to make it a “create” link for that table, ensure that "record creation item" is yes in doing so, the query field will be made invisible, make the link field empty and this link will direct the user to create a record for the given target table in more advanced cases, you can also direct a user to go to a specific tile or table an example of of going to a direct tile you need to make the link in the following format #/view/\<tile name> for example #/view/listhrcasetaskassignedtome tiles are only required for more advanced queries and pages, so this should be scarcely required