Configure custom menus for Unified Navigation

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:2分
  • Create custom menus in the Next Experience Unified Navigation that contain just what the users need to increase productivity and efficiency.

    始める前に

    Role required: admin

    手順

    1. Navigate to All > Unified Navigation Menus.
    2. Select New.
    3. On the form, fill in the fields.
      表 : 1. Unified Navigation Menu form
      Field Description
      Name Name of your Unified Navigation Menu.
      Menu Active Menu that is active when checked.
      Order Order that the menu appears in place of other menus.
      Application Scope of the menu. Global is the default.
      Hidden Roles Roles that this menu is hidden from.
      Visible Roles Roles that this menu is visible to.
    4. Select Submit.
    5. To configure Unified Navigation configurable menu items, select your menu from the Unified Navigation Menus list.
    6. Select New. The form displays the Application or Module field, depending on your selection.
    7. On the form, fill in the fields.
      表 : 2. Unified Navigation configurable menu items form
      Field Description
      Menu Name of the menu that you are adding the new menu items to.
      Type Type of menu item that you are creating.
      • Application
      • Module
      Application or Module Application or Module that you are adding as a menu item.
      Application (scope) Scope of the menu item. The default is Global.
      Order Order that the menu item appears in the menu list.
    8. Select Submit.
    9. Select Save or Update.
      The new menu is displayed. If it does not appear, ensure that active is marked and then refresh your instance.