Menus
Learn how to configure menus in CRM.pad.
In the previous CRM.pad version 1.x, an application menu was available for navigation. This
navigation menu is configured in the Menus & Action area with
the SMARTBOOK application menu. This application menu is still included in the
update.tablet
configuration.
SMARTBOOK Menu from Version 1.x
In CRM.pad 1.x, the application menu was defined in the SMARTBOOK menu. This navigation
menu was configured in the Menus & Action area and is still
included in the update.tablet
configuration.
If this menu still exists in your configuration, it is displayed in CRM.pad 2.x as follows:
- The contained menu actions that have the
RecordListView
action assigned are listed in the (Search) menu, see Search. - The menu items are displayed as Insight Board on the start page, if the
StartPage.LegacyMenuTemplate
Legacy Form exists as defined in theupdate.tablet
configuration, see StartPage.LegacyMenuTemplate.
$AppSearchMenu
and $GlobalActions
, see
Global Actions and Configuring the Search Menu.If you want to change the position where this Insight Board is displayed, set the
StartPage.LegacyMenuPosition
Web Configuration parameter, see StartPage.LegacyMenuPosition.
There are several ways to prevent this menu from being displayed:
- Set the
StartPage.LegacyMenuPosition
Web Configuration parameter accordingly (-1
), see StartPage.LegacyMenuPosition. - Remove the row that adds the Insight Board with the SMARTBOOK menu assigned from the StartPage.LegacyMenuTemplate Legacy Form.
- Empty your SMARTBOOK menu. However, do not empty it as long as users are also working with CRM.pad 1.x.
User-defined Menus
The user can navigate through CRM.pad 2.x using the (Search) menu. See Configuring the Search Menu on how to define the Search menu.