Customizing the Navigation Menu

Objective

After completing this lesson, you will be able to customize the layout of the navigation menu.

Menu Settings Customization

The Menu Settings option on the Setup screen allows administrators to customize the options on the navigation menu. You can add or remove menu entries, rename entries, and change the icon if needed.

The New Case entry at the top of the menu bar cannot be moved or removed. The New Cases button appears in the upper right and always displays a list of workflows for which the current user is allowed to create a new case.

A user interface displays case management options, navigation menus, and a dropdown list for creating new cases with various categories.

Customize the Navigation Menu

Steps

  1. Open the Setup screen.

  2. Select Administration→Menu Settings .

  3. To add a new menu item:

    • Select Add New.

    • Enter a name for the new menu item.

    • To create a parent item, select Can be Parent.

  4. Select the Permission Groups that are allowed to see this menu item, or select All Users.

    • Select Save.

  5. To move a menu item, drag a menu item from one parent to another.

Summary

  • Administrators can customize the navigation menu by adding, removing, renaming, and changing menu items.
  • To modify the navigation menu, from the Setup screen select Administration à Menu Settings.
  • The New Case entry is fixed and always displays a list of workflows for which the current user is allowed to create a new case.
  • To add a menu item, enter a name, set permissions, and specify whether it can be a parent item.
  • Administrators can move menu items by dragging them between parent categories.

Learning

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