Menu, tab, and drop-down list customization

Custom menus are menus that group and organize daily tasks together. You can use custom menus in place of, or in addition to, the standard record detail tabs. A custom menu displays a maximum of 16 menu items and allows you to arrange those menu items so that they display in the order that is most useful to a specific module or user group. You create custom menus by creating a template menu (Create a template menu) and specifying the values for the custom menu.

See also

• Manage menus
• Template menus

Custom tabs appear in Civic Platform on the left side of the supported pages in the interface. These tabs can be customized to display important or frequently used pages with one select. The following example illustrates the tab configuration display and the element page with the customized tabs displayed.

You create custom tabs by creating a template menu (Create a template menu) and specifying the values for the custom tabs.

See also

• Template menus
• Manage tabs
• Set tab item labels in a tab menu
• Delete a tab menu
• Tab items to display as record detail tabs

Flow diagrams provide users with a visual representation of the steps they follow to accomplish specific tasks. The icons in the flow diagram link to the portlets or URLs from where users perform their tasks.

See also

• Create, edit, and delete user flow diagrams

Shared drop-down lists are configurable lists you can apply to different group codes and templates in Civic Platform. When you define shared drop-down lists, users can access them from drop-down list values in the specified product area.

See also

• Create shared drop-down lists
• Apply a shared drop-down list