KBA-01543: Adding custom entries to the Spitfire Site Options (drop-down) menu

Question:

How do I add choices to the drop-down menu that appears next to my name at the top of the dashboard?

Answer:

Spitfire‘s Site Options menu can be configured using ICTool and the SiteConfig.XML file.

KBA-01543_01

  1. In ICTool, select Edit SiteConfig.xml from the Tools menu.
  2. Copy the text shown in the section below and paste it above </PageConfig>.
    kba01543_02
  3. Make changes as desired. Be mindful of using unformatted single quotes (‘) where appropriate.
  4. Save your changes (File | Save) then close the window.
  5. Click the Update/Publish Configuration button on the Finish tab of ICTool to make your changes live. Your custom entry will appear on the Site Options menu.
    kba01543_03

What to paste into SiteConfig.xml

Note: when copying this text, make sure to get all of the <HRef> line, which ends with </HRef>.

<DropDownMenuItems>
 <ddMenuID>DesktopBannerMenu</ddMenuID>
 <CommandName>CZCustomReports</CommandName>
 <Enabled>1</Enabled>
 <IconImageUrl>~/images/report.gif</IconImageUrl>
 <ItemText>Custom Reports...</ItemText>
 <HRef>javascript:popWin('http://www.SpitfireManagement.com/','mytabid',1000,500);</HRef>
 <UCModule>PAGE</UCModule>
 <UCFunction>sfReportViewer.aspx</UCFunction>
 <NeedPermits>1</NeedPermits>
 <MenuSeq>142</MenuSeq>
 <HideifDisabled>0</HideifDisabled>
</DropDownMenuItems>

Where

  • ddMenuID is not changed. (It identifies the menu being customized.)
  • CommandName is either one of the predefined command names (see below) or something starting with CZ, such as CZMySiteLink. Every menu item must have a unique Command Name.
  • Enabled is 1.
  • IconImageUrl is the path to the menu choices icon.  This can be http:// with a full URL, or ~/ for something within the site (typically, ~/images/something.gif.)
  • ItemText is the text for the choice.
  • HRef is the command run.  Typically this is in the form javascript:popWin(‘url‘,‘tabname‘,w,h).
    • url is the URL to ‘open‘ in tabname
      • Remember to URL-encode special characters, for example,
        • for %, use %2f
        • for &, use &amp;
        • for >, use &gt;
        • for <, use &lt;
    • tabname is the name for the new tab.
    • w and h are the size used by IE.
  • UCModule is part of the permission reference, such as PAGE, PART, DOC, SYS, LIST, CSTM.  It can be omitted.
  • UCFunction is the function name for permission to see this chioce (see xsfUCFunction).  It can be omitted.
  • NeedPermits is the total permission required. 0 = not permission sensitive, 1 = read/allow, 2 = insert, etc.
  • MenuSeq is the sequence position in the drop down menu.  See below.  Use a number ending in anything except 0, 5, or 9.
  • HideIfDisabled is 0 if the menu choice should be shown disabled or 1 if it should be completely removed when the user does not have the specified permission.

Distributed command names:

  • DTCreateProj (Seq = 80).  Displays as Create Project
  • DTCreateDoc (Seq = 90).  Displays as Create Document…
  • DTSEP099 (Seq = 99).  Displays as a line.
  • DTRecentDocs (Seq = 120). Displays as Recent Documents
  • DTReportMenu (Seq = 150). Displays as Report Browser…
  • DTSEP199 (Seq = 199). Displays as a line.
  • DTContactPop (Seq 620). Displays as My Contact Detail
  • DTDiag (Seq = 640). Displays as Diagnostic Tools
  • DTSEP699 (Seq = 699). Displays as a line.
  • DTHelp (Seq = 800). Displays as Help.

Additional Comments:

See also KBA-01403


KBA-01543; Last updated: November 10, 2016 at 12:35 pm

Keywords:  menu options, choices, drop-down, drop down