Define Menu Bar Properties for a Portal Site

Use the Site Menu Properties page to define menu items, Actions, tooltips, Expressions, and Security options for the Site menu bar.

The Site menu bar is located below the Banner and lists the Site Items, as well as any Actions that support the items. Use a Site's Menu Properties page to define:

  • Which Site Items display (as menu items) on the Site menu bar.
  • Which Action the menu item initiates: Displays a Dashboard, Service Catalog, or Document Repository; runs a report, display a record, etc.
  • The Help text that displays on the menu item's tooltip.
  • Expressions for showing/hiding and enabling/disabling menu items.
  • Security options for showing/hiding and enabling/disabling menu items: For example, Always show, show only for Anonymous (not logged-in Customers), or show only for Logged-in Customers.
  • Display options (separators) for groups of menu items.

Add Menu Items to Site Menu Bar

To add menu items and define menu item properties:
  1. Open a Site in the Site Editor (CSM Administrator > Browser and Mobile > Site Manager > Portal Site Name).
  2. Click the Menu page.
  3. Select the Show Menu check box to add a menu bar to the Site.
  4. Click the Add Action button.
  5. Select an Action to add to the menu bar. For more information, see Define Business Object Actions or refine-edit_a_site_reference.html#missing-topic-id--ChangeMe.
  6. Define general properties for selected Action:
    1. Action name: Cannot be changed, displays the name of the selected Action.
    2. Display text: Specify the text to display in the menu bar.
    3. Select the Image Manager button.
    4. Select an existing image or import a new image to represent the Action in the menu bar (example: a house icon for Home).
    5. Help text: Specify a tool tip to display when the cursor is on the menu item.
  7. (Optional): Define an Expression to display in the menu bar:
    1. Select the Visible check box. An Expression can still be imported if this check box is unchecked. If so, the Expression still runs in the background and is not visible in the menu bar.
    2. Select the Ellispes button to import an existing expression or select the Custom Expression button to create a new expression. Imported expressions populate the Visible Expression drop-down.
  8. (Optional): Define an Expression to enable or disable an item in the menu bar:
    1. Select the Enabled check box.
    2. Select the Ellispes button to import an existing expression or select the Custom Expression button to create a new expression. Imported expressions populate the Visible Expression drop-down.
  9. Select security options from the drop-down menus to define rights for displaying, enabling, or disabling the menu item:
    • Visible: Select whether menu items are visible for all Portal Customers (Always), only Logged-In Portal Customers (Logged-in Only), or only Portal Customers who are not logged in (Anonymous Only).
    • Enabled: Select whether menu items are enabled for all Portal Customers (Always), only Logged-In Portal Customers (Logged-in Only), or only Portal Customers who are not logged in (Anonymous Only).
    • Rights: Assign Portal rights to make menu items visible/enabled for a Customer Security Group.
  10. (Optional): Select the Begin Group check box to display a horizontal line before menu items on sub-menus to separate the sub-menu from other items.
  11. Repeat Steps 4-10 for all desired menu items. Selected menu items populate the left-hand Action pane.
  12. Click OK.
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