Menu Actions

Learn to define Menu actions.

A menu action consists of an action template plus input arguments defining the action to be carried out when the menu item is selected, e.g. open a search page, create a new record, launch a process etc.

Configuring a Menu Action

To configure a menu action:

  1. Select a menu action from the Application Menu Actions or Context Menu Actions tab or create a new one. For further details, see Designing Configuration Units and Configuring a Menu.

  2. Specify the following:
    • Text: The label of the menu action.
    Note: Without Text the menu action is not displayed.
    • CRM Processes: Assign one or more CRM processes to the menu action. For further details, see Roles & CRM Processes.
    • Info Area: Use this option to hide the menu action depending e.g. on the current user's access rights. For a complete documentation of all possible settings, see the article “How to hide menu items” at https://support.aurea.com.
      Note: Conditional access rights are not taken into account.
      Note: To hide buttons depending on access rights, specify a menu action in the buttons configuration (instead of a page call). For further details, see  Configuring a Button.

      Enter one or more of the following values (separated by semicolon):

      • <InfoAreaId>: Hides the menu if the current user has no access rights for the specified info area (Deny Access).
      • <InfoAreaId>:<new | update| delete | view>: Defines which access rights are required for the menu action to be displayed. Separate multiple values by comma.

        Example: FI:update,new defines that only users with the right to change and create companies sees this menu action.

      • INFO: For general menu actions like A_Delete you can specify INFO or a '.' instead of <InfoAreaId> to reference the info area whose access rights definition is read.

        For Expand configurations, the info area is determined based on the info area of the currently displayed record.

        For Search&List configurations, the info area is determined based on the value specified in the Info Area field of the root menu, i.e. the menu that contains this menu action. Example: Adding INFO:delete to A_Delete hides the Delete menu item if its root menu (e.g. M_Company, M_Person, etc.) has Info Area defined.

      • -QuickView: Hides the menu action from the QuickView. For further details, see  QuickView.
    • QuickLink-Context: Enter the <InfoAreaId> of an info area, to display favorites and recently used records (i.e. the browsing history) from that info area as a sub-menu of the menu item.

      If a table caption <InfoAreaId>QuickLinks is defined for the info area, this table caption is used for displaying the menu entries (fallback: <InfoAreaId>).

      Records from virtual info areas are listed under both their physical parent and the virtual info area. For further details, see  Favorites.

    • Image: An optional image displayed left of the menu action's label. The image must be registered in CRM.Designer. For further details, see  Images.
    • Visible: Uncheck this option to hide the menu action in Aurea CRM.Web.
    • Action: Define the action to be executed by selecting the menu item. For further details, see Defining an Action.
    • Description: Add an internal description (only visible in CRM.Designer).

Dynamic Menu Actions

Use dynamic menu actions in context menus to provide consistent user experience. Example: Using D_Expand and D_ExpandTree (instead of A_Expand and A_ExpandTree) displays the respective menu items depending on the context:

  • Both Tab View and TreeView are visible for records in List view.
  • Tab View (D_Expand) is hidden for a record in Expand view.
  • Tree View (D_ExpandTree) is hidden for a record in Tree view.

In addition to these menu actions defined in UPDATE_DEFAULT you can use the following naming convention when defining dynamic menu actions: *Open*In*<View> where <View> may be either ExpandView, TreeView or SearchView. If a record is already displayed in the corresponding view, the menu action is hidden from the context menu. Examples: A_OpenCompanyInExpandView, A_OpenRecordInCompanyTreeView etc.