Administration › Security and Role Management › Role Management › Menu Trees › Customize a Menu Tree

Customize a Menu Tree

You customize menu trees you have created or copied.

Note: The non-modifiable Internal field on each menu tree record indicates whether the menu tree can be customized. A value of YES in the Internal field indicates a predefined menu tree, which cannot be customized. A value of NO indicates a site-defined menu tree, which can be customized. The Customize Menu button is appears only on menu tree detail records with an Internal field value of NO.

To customize a menu tree

1. Access the detail page for the menu tree you want to customize.

   Note: See the help topics for creating, editing, or copying a menu tree for information about how to do this.

2. Click Customize Menu.

   The Administrative Interface window opens, allowing you to customize the menu tree. The existing contents of menu tree in the navigation (left-hand) pane depend on the menu tree you are customizing:

   • If you are customizing one of the predefined menu trees, navigation pane contains the original menu tree.
   • If you have copied one of the predefined menu trees, navigation pane contains the original menu tree that you have copied.
   • If you are creating a new menu tree, navigation pane contains only a top node with the same text you entered as the menu tree name.
3. Follow the procedures below to customize the menu tree.

To add a new node to the tree

1. Right-click the node under which you want to nest the new node and select Create New Node.

   The Create New Node page appears.

2. Complete the following fields:

   Node Name

   Enter a name for the node. This is the name displayed in the menu tree.

   Description

   Enter a description for the node. This description can be used to further define the purpose of the node.

   Resource

   The action performed when the user selects the node from the menu tree. This can be the name of the page that is displayed or the search operation that is performed. Enter the action directly in the field, or click the search icon to select the resource from a list.

   Repeat this step for all of the nodes you want to add to the menu tree.

3. Click Save.

   The node definition is saved and the Administrative Interface window displays the new node in the navigation pane.

To modify an existing node

1. Right-click the node and select Modify Node.

   The Update Menu Tree Node page appears.

2. Edit the fields as desired.
3. Click Save.

   The node definition is saved and the Administrative Interface window displays the updated node in the navigation pane.

To delete an existing node

1. Right-click the node and select Delete Node.

   A confirmation dialog box appears.

2. Click OK.

   The node is deleted from the navigation pane of the Administrative Interface window.

To view the definition of an existing node

1. Right-click the node and select View Node.

   The Menu Tree Node Detail page appears.

2. (Optional) To modify the node definition, click Edit.

   The Update Menu Tree Node page appears, allowing you to modify the definition as explained above.

3. (Optional) To view or modify the associated menu tree resource definition, click the resource link.

   The Menu Tree Resource Detail page appears.

See Also

Create a Menu Tree

Edit a Menu Tree

Copy a Menu Tree

Menu Tree Resources