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.
- In ICTool, select Edit SiteConfig.xml from the Tools menu.
- Copy the text shown in the section below and paste it above </PageConfig>.
- Make changes as desired. Be mindful of using unformatted single quotes (‘) where appropriate.
- Save your changes (File | Save) then close the window.
- 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.
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 &
- for >, use >
- for <, use <
- Remember to URL-encode special characters, for example,
- tabname is the name for the new tab.
- w and h are the size used by IE.
- url is the URL to ‘open‘ in tabname
- 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