Define Menu Bar Properties for a Portal Site

The Site menu bar is located below the Banner and lists the Site Items, as well as any Actions that support the items. Actions might include displaying a Dashboard, launching a One-Step™, running a Report, creating a record, etc. Use a Site's Menu Properties page to define:

  • Which Site Items display (as menu items) on the Site menu bar.
  • Which Action the menu item initiates: Displays a Dashboard, Service Catalog, or Document Repository; runs a report, display a record, etc.
  • The Help text that displays on the menu item's tooltip.
  • Expressions for showing/hiding and enabling/disabling menu items: For example, only show the Bomgar™ menu item if Bomgar is enabled and configured.
  • Security options for showing/hiding and enabling/disabling menu items: For example, Always show, show only for Anonymous (not logged-in Customers), or show only for Logged-in Customers.
  • Display options (separators) for groups of menu items.
    Note: If selected, Business Object and Document Repository menu items were initially added to the Site menu bar when you created the Site using the Site Wizard. You can accept their defaults or modify them to meet your own needs. You can also add additional Associated Business Objects (General page), which optionally creates new default menu items.

To define Menu Bar properties for a Portal Site:

  1. Open a Site in the Site Editor.

    The Site Editor opens and displays a preview of the Site. The Site Properties window opens within the Site Editor and displays the Site's current properties.

  2. Click the Menu page.

    Site Properties Window Menu Page

  3. Enable/disable your Site menu bar:
    1. Show menu: Select this check box to display a menu bar on the Site. Clear this check box to remove the menu bar from the Site.

      Tip: You might not want to include on menu bar on Sites that shows only a single item, or on Sites that manage navigation in another way, such as from a Dashboard or HTML Page.

  4. Add one or more menu items to your Site menu bar:
    1. Click the Add action button Create New Button, and then select the Action to add to the Site menu bar. You can choose from the following Actions:
      • One-Step: Runs a One-Step. You can choose to run an existing One-Step or create a new One-Step.
      • Command: Runs a system command applicable to the Portal. Categories include:
        • Managers: Adds a command to launch a CSM Item Manager so that a Customer can choose an item to open/run (ex: Add the Report Manager to the Site menu bar so that Customers can choose to run an available Report).
        • Recent Items: Provides a Recent Items list that displays the last five (5) items of the specified type selected by the Customer (ex: the last five Reports run by the Customer). This makes sense if you have made the Manager available.

          Note: Recent Items lists must be placed inside folders (they cannot be at the top level of the Site menu bar), and it is recommend that they be placed as the last item in the folder.

        • Chat: Includes commands related to remote support services (ex: Bomgar) (only available if you have Chat and Remote Support Connector Settings enabled in CSM Administrator).
        • (Other) Business Object Search: Provides common Site searches (ex: Business Object to search, how the results should be sorted, whether to limit to the current Customer, limit to Open or Closed records, etc.).
        • (Other) Create Business Object: Creates a new Business Object (record) but with several powerful options, such as a One-Step to run as part of the creation process and whether a custom Form should be displayed (which can be different than the OOTB Form used for viewing a Business Object).
        • (Other) Go to Edit Mode: Puts a Business Object record into edit mode so that a Customer or User can immediately edit it. This command is designed to be used in an Execute Command One-Step Action, which is the automated equivalent of a Customer or User clicking the Edit button in the Portal.
        • (Other) Home: Takes the Customer to the Startup Item (Dashboard, HTML page, etc.).
        • (Other) New Bus Ob Drop-down: Automatic command that displays a default list of create commands for all Associated Business Objects for the Site.

          Note: This command must be placed in a folder.

      • Dashboard: Displays a Dashboard. You can display an existing Dashboard or create a new Dashboard.
      • Report: Runs a Report. You can run an existing Report or create a new Report.
      • Search: Runs a Search Group. You can run an existing Search Group or create a new Search Group.
      • Page: Displays an HTML page. You can display an existing HTML page or create a new HTML page.
      • Document Repository: You can display an existing Document Repository or create a new Document Repository.
      • Action Catalog: Displays an Action Catalog. You can display an existing Action Catalog or create a new Action Catalog.
      • Folder: Adds a folder to the toolbar so that you can organize Actions into another level.

        Note: Some Actions also allow you to limit scope and Associated Business Object (click the activated Options button). We recommend that you limit Customers to just the Site scope and make items available in just that scope.

    2. Define general properties for your new menu item:
      1. Action: Displays the name of the menu item as it is recognized by CSM (ex: the name of the Dashboard being displayed). This cannot be changed.
      2. Display text: Specify the text to display on the menu item.
      3. Image button: Click the Image button to open the Image Manager, then select an image to represent the menu item on the menu bar (ex: a house icon for Home). You can select an existing image or import a new image.
      4. Help text: Specify a tooltip to display when the cursor is on the menu item.
    3. (Optional) Define Expressions for displaying and enabling the menu item on the menu bar:
      1. Visible: Select this check box to make show/hide the menu item based on an Expression. Then, define the Expression using one of the following options:
        • Stored Expression: Click the Ellipses button Ellipses Button to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
        • Custom Expression: Click the Custom Expression button Expression Button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.
      2. Enabled: Select this check box to enable/disable the menu item based on an Expression. Then, define the Expression using one of the following options:
        • Stored Expression: Click the Ellipses button Ellipses Button to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
        • Custom Expression: Click the Custom Expression button Expression Button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.
    4. Define Security Options for displaying and enabling/disabling the menu item:
      • Visible: Select whether menu items are visible for all Portal Customers (Always), only Logged-In Portal Customers (Logged-in Only), or only Portal Customers who are not logged in (Anonymous Only).
      • Enabled: Select whether menu items are enabled for all Portal Customers (Always), only Logged-In Portal Customers (Logged-in Only), or only Portal Customers who are not logged in (Anonymous Only).
      • Rights: Assign Portal rights to make menu items visible/enabled for a Customer Security Group.

        Note: These rights are named Portal Right 1, Portal Right 2, etc., and have no special meaning until you assign meaning to them. For example, you can consider Portal Right 1 to indicate a manager, and then only allow a particular item to be shown on the menu if the current Customer is a manager.

        Note: For a Portal menu item to be visible/enabled based on assigned Portal rights, you must configure those rights in CSM Administrator (Security>Edit Security Groups). Select a Customer Security Group (ex: Portal Customer), and then select the Browser and Mobile Device Rights category in the Rights tab. Select Allow on the Portal right that you chose for the menu item visibility/enable setting so the setting is functional for the Security Group. If you do not allow the right for the Security Group, the menu item will never be visible or enabled for that particular Security Group.

    5. Define group display options:
      1. Begin group: Select this check box to display a horizontal line before the menu item on sub-menus, separating it from other menu items. On the top level menu, an extra space will be displayed to the left of the menu item.
  5. Continue to add menu items to the Site menu bar.

    Tip: Click the Delete button Delete Button to delete a menu item from the Site menu bar; Use the up/down arrows Arrow Down Black Arrow Up Black to change the order of the menu items on the Site menu bar. You can also drag items between folders.

  6. Click OK.

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