Contents Now Platform Capabilities Previous Topic Next Topic Create a portal header menu Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share Create a portal header menu Create a menu with menu items to display in the header of a portal. Procedure In the Service Portal configuration page (Service Portal > Service Portal Configuration), navigate to Portal Tables > Instance with Menu, then click New. Complete the fields in the menu form. Figure 1. Menu form Table 1. Menu fields Field Description Title Name of the header menu. You need to know this when you associate the menu with your portal. Additional options, JSON format Advanced configuration options. For example, use this field to enable the shopping cart in the header menu with the following code:{ "enable_cart": { "displayValue": "true", "value": true } } Application The record scope. The header menu record and the source table must have the same application scope. Widget The widget that the header menu is based on. Select a menu-type widget from the list. For example, the header menu widget that is included as an out-of-box widget. Save the form then click Menu Items from the related lists. Click New and complete the menu item form. Table 2. Menu item fields Field Description Label Name that appears for the item in the menu Parent menu This field should already contain the name of the menu you are adding items to. You can change the value as needed to other menus Parent menu item Use this field to nest menu items within other menu items Order Value that determines where the item appears in the menu in relation to other menu items Type The kind of page the item links to. For example, you can link to another page in the portal, or an external URL. Form fields vary depending on the option you select from this list. Select Scripted list for more advanced options. Page Name of the portal page the item links to. This option is available if you select Page as the menu item type. Condition Determines what conditions are required for menu items to show in the header. For example, the condition gs.hasRole("sp_admin") restricts access to menu items to users with the sp_admin role. Hide a menu item by setting this value to false. For more information on what conditions to use in the Condition field, see Create a UI Action . Glyph Icon that appears beside the menu item What to do nextAssociate the menu you created with a portal, then create a header with a theme for your menu. Add a menu to a portalAfter you create a menu and menu items, add the menu to a portal. On this page Send Feedback Previous Topic Next Topic
Create a portal header menu Create a menu with menu items to display in the header of a portal. Procedure In the Service Portal configuration page (Service Portal > Service Portal Configuration), navigate to Portal Tables > Instance with Menu, then click New. Complete the fields in the menu form. Figure 1. Menu form Table 1. Menu fields Field Description Title Name of the header menu. You need to know this when you associate the menu with your portal. Additional options, JSON format Advanced configuration options. For example, use this field to enable the shopping cart in the header menu with the following code:{ "enable_cart": { "displayValue": "true", "value": true } } Application The record scope. The header menu record and the source table must have the same application scope. Widget The widget that the header menu is based on. Select a menu-type widget from the list. For example, the header menu widget that is included as an out-of-box widget. Save the form then click Menu Items from the related lists. Click New and complete the menu item form. Table 2. Menu item fields Field Description Label Name that appears for the item in the menu Parent menu This field should already contain the name of the menu you are adding items to. You can change the value as needed to other menus Parent menu item Use this field to nest menu items within other menu items Order Value that determines where the item appears in the menu in relation to other menu items Type The kind of page the item links to. For example, you can link to another page in the portal, or an external URL. Form fields vary depending on the option you select from this list. Select Scripted list for more advanced options. Page Name of the portal page the item links to. This option is available if you select Page as the menu item type. Condition Determines what conditions are required for menu items to show in the header. For example, the condition gs.hasRole("sp_admin") restricts access to menu items to users with the sp_admin role. Hide a menu item by setting this value to false. For more information on what conditions to use in the Condition field, see Create a UI Action . Glyph Icon that appears beside the menu item What to do nextAssociate the menu you created with a portal, then create a header with a theme for your menu. Add a menu to a portalAfter you create a menu and menu items, add the menu to a portal.
Create a portal header menu Create a menu with menu items to display in the header of a portal. Procedure In the Service Portal configuration page (Service Portal > Service Portal Configuration), navigate to Portal Tables > Instance with Menu, then click New. Complete the fields in the menu form. Figure 1. Menu form Table 1. Menu fields Field Description Title Name of the header menu. You need to know this when you associate the menu with your portal. Additional options, JSON format Advanced configuration options. For example, use this field to enable the shopping cart in the header menu with the following code:{ "enable_cart": { "displayValue": "true", "value": true } } Application The record scope. The header menu record and the source table must have the same application scope. Widget The widget that the header menu is based on. Select a menu-type widget from the list. For example, the header menu widget that is included as an out-of-box widget. Save the form then click Menu Items from the related lists. Click New and complete the menu item form. Table 2. Menu item fields Field Description Label Name that appears for the item in the menu Parent menu This field should already contain the name of the menu you are adding items to. You can change the value as needed to other menus Parent menu item Use this field to nest menu items within other menu items Order Value that determines where the item appears in the menu in relation to other menu items Type The kind of page the item links to. For example, you can link to another page in the portal, or an external URL. Form fields vary depending on the option you select from this list. Select Scripted list for more advanced options. Page Name of the portal page the item links to. This option is available if you select Page as the menu item type. Condition Determines what conditions are required for menu items to show in the header. For example, the condition gs.hasRole("sp_admin") restricts access to menu items to users with the sp_admin role. Hide a menu item by setting this value to false. For more information on what conditions to use in the Condition field, see Create a UI Action . Glyph Icon that appears beside the menu item What to do nextAssociate the menu you created with a portal, then create a header with a theme for your menu. Add a menu to a portalAfter you create a menu and menu items, add the menu to a portal.
