Adding a Menu to Open an Interface With a Widget

A menu item is used for launching the interface that contains the widget you’ve built. Once it is created, it can be displayed almost anywhere in the system as a top-level menu, as a menu item under a drop-down menu, or as a button. Place the menu item for a wizard in the place most useful to the users.

	Step	Result
1	Navigate to Administration menu > Single Pane of Glass tile > Menus tile.	^{Navigation to Menus}
2	Click the New Menu Items drop-down menu and select Interface Menu Items. A Menu Details screen opens.	^{New Menu Items button}
3	Fill out the fields in the Details panel:
4	In the Domains panel, add those domain where you want to see your menu item (button). For example, if the wizard is only relevant for activities with the Client Subfolders, then add this domain to the list.	^{Adding specific domains for the menu item}
5	Click Save and Close. Test the menu item. First refresh your Docupace window (press F5). Then find the place where the menu item is located. Select it. The wizard you created should be launched and should work as expected. If you encounter issues with the wizard, please look through the solutions in the Troubleshooting section of this guide.

Application Context	Result
Application – displayed as a menu item (standalone or in a drop-down) in the toolbar at the top of the Docupace window. Domain Summary – displayed as a button with an icon and a name at the top of the Work Item Summary panel. Multi Document Toolbar - displayed as a button with an icon and a name at the top of the Document Summary panel for a Work Item. Task - displayed as a button with an icon and a name next to the Task Name at the top left of the Work Item screen. Task Documents - displayed as a button with an icon and a name at the top of the Document Summary panel for a Work Item.	^{Menu Details screen}
Monitor – displayed as a button with an icon and a name in the Monitor page, above the table of found items. Affects all the selected items from the table of results.	^{Examples of how Application Context defines the position of menu items – Task, Domain Summary, Application, Multi Document Toolbar}
Dashboard – displayed as a menu in the top-right toolbar of the Dashboard view. Affects all the selected items from the list.	^{Examples of how Application Context defines the position of menu items - Monitor}
Domain Details – displayed as a menu in the top-right toolbar of the Details screen of any item.	^{Examples of how Application Context defines the position of menu items – Dashboard}
Retrieve Domain - displayed as a button with an icon and a name above the table of found items in the Retrieve View for the domain that is listed in Domains panel below. Domain Table Links – in the table of found items in the Retrieve View, makes the values in the respective column into hyperlinks, and opens the corresponding URL, when clicked (not supported for Interface Menu Items, only applicable for URL Menu Items).	^{Examples of how Application Context defines the position of menu items – Domain Details}
	^{Examples of how Application Context defines the position of menu items – Retrieve Domain}