Custom Menu

Custom Menu allows you to create customized actions that can be performed on requests, problems, changes, projects, releases, assets, CMDB, purchase, contracts and custom modules. You can configure actions for a custom menu by using custom functions, 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 supported modules.

• Set up Custom Menu 
  • Step 1: Create Custom Menu
  • Step 2: Add Menu Items     
• Manage Custom Menu      
• Manage Menu Items   
• Group Menu Items    
  • Create Menu Groups   
  • Manage Menu Groups

Set up Custom Menu

To set up a custom menu, you need to create a menu and then add menu items to it. You can also group the menu items if required.

Role required: SDAdmin

 Step 1: Create Custom Menu

To create a custom menu,

1. Go to Setup > Developer Space > Custom Menu.   

2. Choose your preferred module using the dropdown on the top-left:  Request, Problem, Change, Release, Asset, CMDB, and Custom Modules.

3. Click New Custom Menu (This option appears only if no custom menu already exists for the selected module).

4. Provide name, description, set status, and 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,

1. Click Add and choose New Menu Item. If you want to add a menu item to an existing menu group, select a group on the left pane and click New Menu Item on the right corner. To learn more about creating menu groups, click here.

2. Provide menu name, description, and set status.

3. 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.

4. Menu applies to (Not applicable for assets): Select All Templates if you want the custom menu item to be available across all templates of the selected module. To limit the availability of the menu item to specific templates, choose Selected Templates and your preferred templates from the drop-down. This field is not applicable for assets, CMDB, and custom modules.

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

2. Criteria: You can either choose to support the menu item only if specific criteria is met or support the menu item without any custom criteria.

   1. To support menu items without any custom criteria, select Apply no condition.

   2. To support menu items only when custom criteria are met, select Apply conditions based on criteria, and configure the criteria as instructed below:

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

      2. Choose your preferred operator as applicable for the selected column. Typical operators: is, is not, is empty, is not empty.

      3. Select/provide the appropriate values as required.

6. Actions: To configure an action for your custom menu item, select your preferred option below.

   • Custom Function: Choose a pre-configured custom function. Otherwise, create a new custom function from right within this window. Learn how to write a custom function.

   • Custom Widget: Select a widget item to be displayed on the custom menu. You can also create a new custom widget from right within this window. 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.

7. Finally, click Save.

 Manage Custom Menu

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

• Delete Custom Menu: Clickon the top-right and confirm your action.

• Enable/Disable Custom Menu: Use the status toggle to enable/disable a menu group.

 
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 the status toggle to enable/disable a menu group.

• 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 

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

 Create Menu Groups

To create a menu group, 

1. Go to Setup > Developer Space > Custom Menu.

2. Choose your preferred module using the dropdown on the top-left: Request, Problem, Change, Release, and Asset.

3. Click Add and choose New Menu Group.

4. Provide name, description, and set status.

5. Finally, click Save.

Once a group is added, you can add menu items to the group. 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 status toggle to enable/disable a menu group.