Custom Menu

Custom Menu

Custom Menu allows you to create customized actions that can be performed on assets, CMDB, and custom modules. You can configure actions for a custom menu by using custom functions and custom widgets, or by invoking a URL. The configured menus can be accessed from the appropriate drop-down on the details page of the respective records under the supported modules.

Quick Links

  • Set Up Custom Menu

    • Create Custom Menu

    • Add Menu Items

  • Manage Custom Menu

  • Manage Menu Items   

  • Group Menu Items    

    • Create Menu Groups

    • Manage Menu Groups

 Set Up Custom Menu   

Create a menu and add menu items to it. You can group the menu items if required.

Role required: SDAdmin

 Step 1: Create Custom Menu 

  • Go to Setup > Developer Space > Custom Menu.

  • Choose your preferred module using the drop-down on the top-left: Asset, CMDB, or Custom Modules.

 

  • Click New Custom Menu (This option appears only if no custom menu is available for the selected module).

 

  • Provide a name and description for the custom menu.

  • Set the status.

  • Click Save.

 
 


Step 2: Add Menu Items

 
You can add menu items directly to the custom menu or to a menu group within the custom menu.
To add a menu item,

  • Click Add > New Menu Item. To learn more about creating menu groups, click here.

 

  • Provide a name and description for the menu item.

  • Set the status.

  • Applies to (for assets): Select All Assets or add your preferred product type.

  • Applies to (for CMDB): Select CMDB or add your preferred CI types.

  • Associated Roles: Select All Roles if you want the custom menu item to be available to all users. To limit the availability of the menu item to specific users, choose Selected Roles and add your preferred roles from the drop-down.

  • Criteria: You can choose to support the menu item with or without any custom criteria.

    • Apply conditions based on criteria:

      • Choose your preferred column from the Select Column drop-down.

      • Choose your preferred operator as applicable for the selected column.

      • Select/provide the appropriate values as required.

 


You can add multiple criteria.
Click to add a criteria.
Click to remove a criteria.
If multiple criteria are configured, you can choose to apply all criteria or only some of them using the AND/OR operators against the criteria.

  • Actions: Configure an action for the custom menu item.

    • Custom Function: Choose a pre-configured custom function or create a new custom function. Learn how to write a custom function.

    • Custom Widget: Select a widget item to be displayed on the custom menu or create a new custom widget. Learn how to create a custom widget. 

    • Invoking URL: Specify the URL that needs to be called. It can be a third-party API or simply an external URL in the supported protocol standard.

  • Click Save.

 


Manage Custom Menu   

Edit Custom Menu: Click on the top-right, make the necessary changes, and click Save.
Delete Custom Menu: Click on the top-right and confirm your action.
Enable/Disable Custom Menu: Use toggle to enable/disable a menu group.

 

 

Deleting a menu deletes all menu items and menu groups within the menu.

 
Manage Menu Items  

  • Edit Menu Item: Click on the top-right, make the necessary changes, and click Save.

  • Delete Menu Item: Click on the top-right and confirm your action.

  • Enable/Disable Item: Use toggle to enable/disable a menu item.

 

 

Reorder menu items: To reorder menu items within a group/custom menu, use the grab handle to move the item to your preferred location.

 

 

Group Menu Items   

Create menu groups and add menu items to them. Grouping helps users to identify actions that have similarities. The Custom Menu drop-down on the details page of the supported records will list the menu items based on groups.

 

 

 Create Menu Groups   

  • Go to Setup > Developer Space > Custom Menu.

  • Choose your preferred module using the drop-down on the top-left: Asset, CMDB, or custom module.

 

 

  • Click Add > New Menu Group.

 

 

  • Provide a name and description for the menu group.

  • Set the status of the menu group.

 

  • Click Save.

After adding a group, you can add menu items to it. To do this, click New Menu Item and then follow the steps here.

 

 

 Manage Menu Groups   

Edit Menu Group: Click on the top-right, make the necessary changes, and click Save.

Delete Menu Group: Click on the top-right and confirm your action.
Enable/Disable Group: Use the toggle to enable/disable a menu group.

 

 

Deleting a group deletes menu items within the group. However, before deleting a group, you can move menu items from the group to any other group or leave them unclassified under the custom menu to prevent them from getting deleted.



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