When connected to a widget, a menu item launches an interface. You can place the menu item button almost anywhere in the system, so it's important to find out from the client how and when the user plans to launch their DS interface.
Note
For example, if a Customer Service Representative needs to verify information on a contract or policy folder or in a client subfolder before proceeding with the owner or client, then it makes sense to have a button on that page. We'll use that example here and create a New Account button on the Contracts domain summary bar.
Step 1: Navigate to Administration> SPoG>Menu.
Step 2: Click the New Menu Items drop down menu and select JavaScript Menu Items.
Step 3: Select Domain Summary from the Application Context drop down menu.
Step 4: Enter text into the Name field. This is the name that is displayed to the user.
Step 5: Specify the code for the menu in the Action field. This snippet of code creates a new account button within a dropdown menu. This is a sample, but you may paste it into the Action field to get you started. You can paste this snippet into the Action field to get you started and modify it as needed.
The following fields are not required; however, they are recommended.
- Add Order = 0
- Add an Icon Class value so your button has an icon
- Provide a Description in case you need to look it up later by description.
You can find different Icon Class glyphs by going to this site: https://www.w3schools.com/bootstrap/bootstrap_ref_comp_glyphs.asp
Step 6: Next, add the Included or Excluded Pooled Actors. Only choose one type of actor.
Step 7: Add the domain where you want to see your button.
Step 8: Click Save and Close.
Navigating to the Menu Page
New Menu Items Button
Application Context Dropdown List
Name Field
Example Action Code
var sourceData = scope.sourceData || scope.$parent.sourceData;
$rootScope.interfaceIdByName("Your Interface Name Here", function(interfaceId){
$location.path('/interface/'+interfaceId).search(params)
});.
Note
You may want to add more JavaScript to the Action field to enrich the values that get mapped into the landing page. You'll most likely need the help of an engineer to enhance that statement. As an example, please see the action we are using for Athene's menu item.
Included/Excluded Actor Lists
Adding Domain