Customize List v2 context menus

You can customize the content and behavior of List v2 context menus.

Before you begin

Role required: admin

About this task

For example, you might add an option to the list column heading menu for a specific table. You might also want to change the roles required to access a global context menu option.
Note: This functionality is not supported in List v3. Context menu options created this way do not appear in v3 lists. Administrators can create UI actions instead.

Procedure

  1. Navigate to System UI > UI Context Menus.
  2. Click New.
  3. Complete the form.
    Table 1. Context menu form fields
    Field Description
    Table

    Select the table to which this context menu option is attached. The base system menu items are attached to the Global [global] table, which applies the context menu option to all lists for all tables. If you specify a particular table, the option is available only on context menus in lists from that table.

    Note: The list shows only tables and database views that are in the same scope as the context menu.
    Menu
    Select the list context menu in which this option appears.
    Type
    Select the type of menu option to create:
    • Action: A menu option that performs an immediate action.
    • Menu: Creates a parent menu that can display a submenu.
    • Separator: Draws a line between groups of options on a menu. Menus do not display separator lines next to one another or at the bottom of a menu. If a condition that removes options for a role forces two separators together, one of the separators is removed from the view.
    • Label: Create an unlinked label for a menu or section of a menu.
    • Dynamic actions: Menu options dynamically created, such as the available views or user filters that can only be generated at the time the list is displayed.
    Name Enter the label for the action as it will appear in the menu.
    Parent If this action is part of a submenu, type the name of the parent menu item. For example, in the base system, Configure is a parent.
    Order Assign an order number to this item, menu, or separator to specify where in the menu it appears.
    Active Enable or disable this context menu item. Only active items are shown in the context menu.
    Run onShow script Select this check box to display the onShow script field.
    Condition Create the conditions under which this menu option appears. For example, define the role that has permission to see this item.
    Action script The action script runs when someone selects the context menu option. For more information, see Action script for List v2 context menus.
    Dynamic actions script The dynamic actions script populates the context menu with dynamic options, such as filters or views. For more information, see Dynamic actions script for List v2 context menus.
    onShow script The onShow script runs before the context menu is displayed, to determine which options appear in the context menu. For more information, see onShow script for List v2 context menus.
    Context menu form
  4. Click Submit.