Custom Menu

Custom Menu

Overview 

Custom Menu allows you to create customized actions that can be performed on various modules in ServiceDesk Plus MSP Cloud. You can configure actions for a custom menu by using custom functions, custom widgets, or by invoking a URL. The configured menus can be accessed from the appropriate drop-down on the details page of the respective records under supported modules.

Supported Modules:
  1. Requests
  2. Problems
  3. Changes
  4. Projects
  5. Releases
  6. Assets
  7. CMDB
  8. Purchase
  9. Contracts
  10. Custom Modules
Role required: SDAdmin


Set Up Custom Menu 

Step 1: Create Custom Menu

  1. Go to Setup > Developer Space > Custom Menu.   
  2. Choose your preferred module from the module dropdown.
  1. Click New Custom Menu. This option appears only if no custom menu already exists for the selected module.
  2. Provide a name, description, and set status.
  3. Click Save.

Info
If a custom module is already configured, you can create a new menu group.  You cannot create multiple custom menus for the same module. 

Step 2: Add Menu Items

  1. Click Add and choose New Menu Item.
Info
 If you want to add a menu item to an existing menu group, select a group on the left pane and click New Menu Item on the right corner.  
  1. Use the pointers below to configure a menu item:
Provide custom menu details
  1. Give the menu item an appropriate name. This is a mandatory field.
  2. Describe the menu item usage and associated actions.
  3. Maintain the menu item in a usable status. If disabled, the menu item will not be displayed.
Specify conditions
Associated Roles:
  1. Select All Roles if you want the custom menu item to be available to all users. 
  1. To limit the availability of the menu item to specific users, choose Selected Roles and add your preferred roles from the drop-down.
Menu applies to (Not applicable for assets):
  1. Select All Templates if you want the custom menu item to be available across all templates of the selected module. 
  1. To limit the availability of the menu item to specific templates, choose Selected Templates and your preferred templates from the drop-down. 
  1. This field is not applicable for assets, CMDB, and custom modules.
Applies to (only for assets):
  1. Select Assets or add your preferred product types.
Applies to (only for CMDB):
  1. Select CMDB or add your preferred CI types.
Criteria:
  1. To support menu items without any custom criteria, select Apply no condition.
  1. To support menu items only when custom criteria are met, select Apply conditions based on criteria. Configure the criteria by selecting a column, operator, and value.
  1. You can add multiple criteria and choose to apply all criteria or only some of them using the AND/OR operators against the criteria entries.
  1. Configure action
Choose an action to be execute:
  1. Custom Function: Choose a pre-configured custom function or create a new custom function.
  1. Custom Widget: Select a widget item to be displayed on the custom menu or create a new custom widget.
  1. Invoke a URL: Specify the URL that needs to be called. It can be a third-party API or simply an external URL in the supported protocol standard.
 
  1. Click Save.

Manage Custom Menu

Select the custom menu on the right pane and perform the following actions:
Edit custom menu: Click on the top-right.
Delete custom menu: Click on the top-right.
Enable/Disable custom menu: Use the status toggle to enable/disable a menu group.
Info
 Deleting a menu deletes all menu items and menu groups within the menu. 

Manage Menu Items

Select the custom menu on the right pane and perform the following actions:
  1. Edit menu item: Click on the top-right.
  2. Delete menu item: Click on the top-right.
  3. Enable/Disable item: Use the status toggle to enable/disable a menu group.
  4. Reorder menu items within a group/custom menu: Clickto move the item to your preferred location.

Create Menu Groups

You can create menu groups and add menu items to them. Grouping helps users to identify actions that share some similarities. The custom menu drop-down on the details page of the supported records will list the menu items based on the groups.


  1. Go to Setup > Developer Space > Custom Menu.   
  2. Choose your preferred module from the module dropdown.
  3. Click Add and choose New Menu Group.
  4. Provide a name, description, and set status.
  5. Click Save.
  6. After a group is added, you can add menu items to the group by clicking New Menu Item.

Manage Menu Groups

  1. Edit menu group: Click on the top-right.
  2. Delete menu group: Click on the top-right.
  3. Enable/Disable group: Use the status toggle to enable/disable a menu group.
Info
Deleting a group deletes menu items within the group. However, before deleting a group, you can move menu items from the group to any other group or leave them unclassified under the custom menu to prevent them from getting deleted. 
 

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