To modify an existing menu option, first you create a copy of the original menu
action record, and then you modify the copy.
This ensures that your instance can update the record normally during the upgrade
process and allows you to quickly restore the original menu option, if
necessary.
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To create a new menu option, navigate to and click New.
Fill in the fields on the form, as appropriate. See the Menu Action form
table.
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To modify an existing menu option, navigate to .
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Open the menu action you want to edit.
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Right-click in the header and click Insert and Stay.
This step creates a duplicate copy of the menu action and leaves it open for
editing.
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Change the name of the copied record to avoid confusion.
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Modify the form fields as necessary and save the record.
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Open the original record and disable it by clearing the
Active check box.