Setup (Initiative) allows administrators to:
- Show and hide the Initiative Management menu in the blue navigation menu.
- Change the menu font color and background color.
- Manage the menu structure.
To manage the Setup (Initiative) menu:
- Go to Settings
> Customization > Initiative.
- Click Setup.
- Enable the Initiative module:
- Click to select the Enabled checkbox.
- Click Submit.
The yellow Your changes have been saved pop up opens and closes.
If you click away from the Customization page without clicking Submit, your changes will not save.
- Format the Initiative menu:
- Type the Menu Name or keep the default menu name, Initiative.
- Choose the font and background color of the menu:
- Select a color from the Font drop-down menu or type a hex value.
- Select a color from the Background drop-down menu or type a hex value.
To match the blue navigation menu, make the font #FFFFFF and the background #13b5ea. - Click Submit.
The yellow Your changes have been saved pop up opens and closes.
If you click away from the Customization page without clicking Submit, your changes will not save. - Refresh your browser to see the changes.
- Manage Menu Structure:
- Add a menu level:
- Click + New Menu.
- Type a Menu Title.
- Select the form that will open when the menu level is clicked from Launch Form
Or:
Leave the Launch Form field blank to launch the IM grid containing all IM forms.
Create IM forms in Form Builder Customization. - Click Save & Close.
- Click Submit.
The yellow Your changes have been saved pop up opens and closes.
If you click away from the Customization page without clicking Submit, your changes will not save.
- Sort menu levels:
- Drag and drop the menu levels to change their sort order and whether they are a top or sub menu.
- Create child menus by dragging the menu to the right under a parent menu until a green cross appears.
- Turn a child menu into a parent menu by dragging it to the right until a green cross appears.
Only parent and child menu levels are currently supported.
- Click Submit.
The yellow Your changes have been saved pop up opens and closes.
If you click away from the Customization page without clicking Submit, your changes will not save.
- Manage Access Permissions for a menu level: Field Permissions set the view, edit, and hide permissions for each menu level.
- Click the checkbox beside Access Permissions to activate permissions.
- Click Access Permissions.
- Select from the Select the permission type you would like to change drop-down menu:
- Select from the By: drop-down menu:
- Individual: Click to select the checkboxes of one or more users.
- Organization: Click to select the checkboxes of one or more organizations or Portfolio Associations.
- Role: Click to select the checkboxes of one or more roles.
- User Group: Click to select the checkboxes of one or more User Groups.
- Click Save & Close.
- Edit a menu level:
- Click to select the menu level.
- Click the pen icon
or double click the Menu Title field.
- Edit the Menu Title.
- Double click the Launch Form drop-down menu and make a new selection.
- Click Submit.
The yellow Your changes have been saved pop up opens and closes.
If you click away from the Customization page without clicking Submit, your changes will not save.
- Delete a menu level:
- Add a menu level:
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