Managing Menu Items

A Menu Item is a single navigation entry within an App. You create, edit, and reorder Menu Items in the App editor at Setup > Create > Navigation Menu > Apps by clicking Edit on any App. The editor shows the App's items as a hierarchical tree; you reorder by dragging items between positions and into or out of folders.

Adding a Menu Item

1. Open the App in the App editor.
2. Click Add Menu Item at the top of the tree, or right-click an existing item to insert relative to it.
3. The right-hand drawer opens. Choose the Type:
   • Entity - Links to an entity list view (Accounts, Contacts, custom entities).
   • Active Page - Links to an Active Page in your portal.
   • Link - Internal portal URL or external website.
   • Web - External page embedded in an iframe within the portal layout.
   • Folder - A container for nesting other Menu Items.
4. Fill in the type-specific fields below and click Save.

Feature Menu Items are not added through this dialog - they are generated automatically by the platform. See Understanding Feature Menu Items.

Common Fields (All Types)

• Name (Label) - The visible text in the menu. Up to 50 characters. This is the field that affects what end users read.
• API Name - The system identifier (up to 100 characters). Used in URLs and integrations. Auto-generated from the Name on first save.
• Tooltip - Optional hover text.
• Style - Optional visual style (icon set or color treatment if your theme supports it).
• Description - Optional administrator-only description.
• Mobile Ready - Whether the item should be shown on mobile-sized layouts.

Type-Specific Fields

Entity

• Entity - Choose the entity whose list view this item should open. Required.

Active Page

• Active Page - Choose the Active Page this item should open. Required. The Name and API Name auto-fill from the selected Active Page; you can override them.

Link

• URL - Required. Internal portal path (for example, /articles/Knowledge) or external website (https:// recommended).
• Open in New Window - When on, the link opens in a new browser tab.

Web

• URL - Required. Must use https://. The page is embedded in an iframe inside the portal layout.
• Content Height - The height of the iframe in pixels. Default 600.

Folder

Folders only require Name and the common fields. They have no destination; their purpose is to group child Menu Items. Folders can be nested inside other folders to any depth.

Reordering and Nesting

The App editor uses a tree view with drag-and-drop. To reorder items:

• Drag an item up or down within its current parent to change its order.
• Drag an item onto a Folder to move it inside the folder.
• Drag an item out of a folder onto the App root area to make it top-level.
• Drop position is highlighted (above, below, or inside) as you drag.

Reordering is a per-App operation. The order persists when you click Save.

Editing or Deleting a Menu Item

1. Click the item in the tree to open the editor drawer.
2. Update fields and click Save.
3. To delete, right-click the item and choose Delete, or click the Delete action in the editor drawer. Folders use Delete Folder and remove the folder along with its descendants.

Standard (Feature) items are read-only. Their Edit form opens in display mode and the Delete action is hidden.

Use Cases

• Group reference content under a Resources folder. Create a Folder named "Resources" and move Articles, Documents, Wikis, Resource Collections, and Training menu items into it.
• Add an external dashboard. Use a Web Menu Item to embed an external BI dashboard inside your portal layout. Set Content Height to fit the dashboard's natural height.
• Quick link to a partner-only form. Use a Link Menu Item with the form's URL and Open in New Window enabled if the form lives outside Magentrix.
• Custom entity navigation. Add an Entity Menu Item for a custom entity such as Marketing Development Funds so partners can open the list directly.
• Two-tier folder structure. Nest a "Past Campaigns" folder inside a "Marketing" folder so old campaigns are accessible without cluttering the top of the menu.

Troubleshooting

• Symptom: Name field rejects input beyond a certain length.
  Cause: The Name (Label) field is limited to 50 characters.
  Resolution: Shorten the visible name, or use Tooltip / Description for additional context.
• Symptom: Web Menu Item displays a blank iframe.
  Cause: The target site does not allow embedding (X-Frame-Options or Content Security Policy), or the URL is not HTTPS.
  Resolution: Use HTTPS only. If the target site refuses to be framed, use a Link Menu Item with Open in New Window instead.
• Symptom: Item disappears after dragging.
  Cause: The item was dropped on a Feature item or onto an unsupported parent.
  Resolution: Reload the page (changes are not saved until you click Save) and re-drag onto a Folder or top-level position.
• Symptom: Cannot delete a Menu Item.
  Cause: The item is a Feature (Standard) item.
  Resolution: Feature items cannot be deleted. Hide them from a role by adjusting the role's feature permissions, not the menu.
• Symptom: An Active Page item shows a Not Found error for some users.
  Cause: The user's role or group is not in the Active Page's sharing list, or the Active Page is unpublished.
  Resolution: Open the Active Page's sharing settings and grant the appropriate role or group access.

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